Elevate your finance career as a Portfolio Manager with a leading Robo-Advisory in Toronto. This position focuses on client portfolio management, utilizing advanced algorithmic tools and financial modeling.

In this mid-senior level role, you will manage client accounts, ensuring optimal asset allocation and strategic alignment with risk profiles. Your expertise in financial markets and investment strategies will drive robust decision-making in a agile environment. Collaborating with top professionals globally, you’ll be pivotal in enhancing systematic investment approaches while enjoying a hybrid work model.

Key Responsibilities:
• Manage daily trading and asset allocations for client portfolios
• Conduct suitability analyses to verify client risk profiles
• Serve as the primary contact for investment inquiries




• Support efficiency projects like portfolio management system migration
• Prepare performance reports and update ETF performance data

Requirements:
• Registered as Advising Representative (AR) or Associate AR
• CFA preferred; CIM + MBA will be considered
• Bachelor’s degree in Finance, Economics, or related field
• Minimum 2+ years experience in portfolio management
• Strong knowledge of financial markets and investment strategies

Leverage your expertise in financial modeling, communication, and analysis at an innovative firm transforming portfolio management.
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📌 Robo-Advisory Portfolio Manager in Toronto (Ontario)
🏢 Morgan Mckinley
📍 Ontario