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 dynamic 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
- Robust knowledge of financial markets and investment strategies Leverage your expertise in financial modeling, communication, and analysis at an innovative firm transforming portfolio management.

📌 Robo-Advisory Portfolio Manager in Toronto
🏢 Morgan Mckinley
📍 Toronto