Elevate your career as a Portfolio Manager focusing on client advisory and discretionary portfolio management. This role offers real client ownership without the burden of a pre-existing book. In this position, you'll manage a diverse clientele across mass affluent to ultra-high-net-worth segments.

Collaborate closely with the Chief Investment Officer while maintaining compliance and delivering exceptional portfolio reviews. Your impactful contributions will shape investment strategies and deepen client relationships, ensuring a highly cooperative environment. Key Responsibilities:

- Manage discretionary portfolios utilizing active and passive strategies
- Deliver high-quality portfolio reviews and client communication
- Collaborate with planning, investments, and operations teams
- Contribute to discussions on portfolio strategy
- Ensure compliance with regulatory standards Requirements:
- 3–5 years in portfolio management or senior wealth advisory
- Licensed as a Portfolio Manager with the OSC
- CFA or CIM designation required
- Strong foundation in investment strategies
- Proven client relationship management skills Step into this high-impact role, making a tangible difference for clients.

📌 Discretionary Portfolio Manager Role (Canada)
🏢 Professional Staffing
📍 Canada