Our client, a family-owned financial advisory firm, is currently seeking a Full-Time Associate Portfolio Manager to join their established team serving clients in the Owen Sound/Grey Bruce area. As the Associate Portfolio Manager, you will work directly alongside a highly experienced Portfolio Manager, gaining hands-on mentorship while supporting portfolio management activities and building skills within a relationship-driven wealth management environment.

This full-time permanent position offers competitive compensation, including a base salary between $100,000 to $120,000 (based on experience), plus performance bonus.

Why Should I Apply?

- Competitive Compensation - $100,000 to $120,000 Based on Experience
- Attractive Benefits, Performance Bonus, Pension & Vacation Package
- Office Hours Monday to Friday - No Weekends Required
- Direct Mentorship from Portfolio Manager with 33+ Years of Industry Experience
- High Net-Worth Individuals & Business Owner Client Base
- Great Small Team Atmosphere with Excellent Long-Term Career Growth Opportunity
- Opportunity to Build Meaningful Client Relationships within Local Community

About The Role
The Associate Portfolio Manager will play a key role in supporting portfolio management activities and delivering a high-quality client experience within an established wealth management practice. Working closely with a senior Portfolio Manager, this position provides an opportunity to develop hands-on experience across portfolio management, client servicing, account administration, and business development. Strong communication, relationship-building, organization, and sales skills will be the keys to success in this role. Required duties may include:

Portfolio Management & Client Service





- Supporting Management of Client Investment Portfolios Under Supervision of Senior Portfolio Manager
- Serving as Trusted Point of Contact for Clients & Building Strong, Long-Term Relationships
- Communicating Portfolio Performance, Investment Strategy & Account Updates Clearly & Confidently to Clients
- Assisting with Day-To-Day Portfolio Management Activities & Client Service Requirements
- Collaborating Closely with Portfolio Manager to Ensure a Seamless, High-Quality Client Experience

Client & Relationship Development

- Building & Maintaining Strong Professional Relationships with Existing Clients
- Identifying Opportunities to Deepen Client Relationships & Support Business Development Efforts
- Supporting Client Meetings, Discussions & Follow-Up Activities
- Developing Strong Understanding of Client Needs, Goals & Investment Objectives
- Communicating with Clients in Professional, Confident & Relationship-Focused Manner

Account Administration & Operations

- Assisting with Account Administration, Reporting & Ongoing Client Documentation
- Supporting Preparation & Delivery of Portfolio Reports, Performance Updates & Client Materials
- Ensuring Client Information & Account Records are Accurate & Organized
- Assisting with Day-To-Day Administrative & Operational Requirements Related to Portfolio Management
- Other Tasks as Assigned

Qualifications

- Minimum 2 Years’ Experience as Associate Portfolio Manager Preferred
- Must Hold or be Currently Working Toward Chartered Investment Manager (CIM)



or Associate Portfolio Manager (APM) Designation
- Chartered Investment Manager (CIM), Responsible Investment Specialist (RIM) or Mutual Fund Designations Considered an Asset
- Experience in Client-Facing Roles Within Financial Services or Related Industry
- Strong Communication & Interpersonal Skills with Confidence Presenting to Clients
- Sales-Oriented Mindset with Ability to Identify Opportunities & Grow Client Relationships
- Solid Organizational Skills & Exceptional Attention to Detail
- Ability To Build Trusting, Long-Term Relationships with Clients
- Based In or Willing to Relocate to Owen Sound/Grey Bruce Area

This role would be ideal for someone with experience as an Associate Portfolio Manager, Portfolio Associate, Investment Associate, Wealth Management Associate, Financial Advisor, Client Relationship Manager, or another client-facing financial services professional.

To apply, send your resume via this posting. While we thank you for your interest, only those selected for an interview will be contacted.

The Agency is an equal opportunity employer and confirms that the posting above is for an existing vacancy. The Agency also confirms that they do not use AI in their candidate screening, assessment, or selection process.

Pay: $100,000.00-$120,000.00 per year

Benefits:

- Company pension
- Dental care
- Extended health care
- In office parking
- Relocation assistance
- Vision care

Ability to commute/relocate:

- Owen Sound, ON: reliably commute or be willing to relocate with an employer-provided relocation package (preferred)

Experience:

- Associate Portfolio Mangement: 2 years (required)

Licence/Certification:

- CIM or APM Designation (preferred)

Work Location: In person

📌 Associate Portfolio Manager (Owen Sound)
🏢 The Agency
📍 Owen Sound