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 energetic 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 cutting-edge firm transforming portfolio management.

📌 Robo Advisory Portfolio Manager In Toronto
🏢 Morgan Mckinley
📍 Toronto