Canada | Remote Opal Corporate Connections is partnering with a growing boutique wealth management firm to recruit an experienced Senior Portfolio Manager (CIM). They will also take a Financial Planner (CFP) that will want to get their CIM in the future. This opportunity is designed for an entrepreneurial investment professional who has built an established high-net-worth client base and is looking for a boutique workplace that offers greater flexibility, personalized service, and the opportunity to continue growing their practice.

The successful candidate will be expected to bring and transition their own book of business, in accordance with all applicable regulatory and contractual obligations. Manage and grow your existing portfolio of high-net-worth clients. Develop customized investment strategies tailored to each client's financial goals and risk tolerance.

Deliver exceptional client service while building long-term trusted relationships. Collaborate with internal specialists to provide comprehensive wealth planning solutions. Ensure compliance with all regulatory and industry requirements.



They will not sponsor someone to move to Canada, they need to already live in Canada and have an existing portfolio in Canada. They need to be a Canadian Citizen, be a Canadian Permanent Resident or have a Canadian Work Permit.

Canadian Investment

Manager (CIM) designation or Certified Financial Planner (CFP). Minimum of 5 years of portfolio management or discretionary investment management experience. An established book of high-net-worth clients that you are able to transition in accordance with all regulatory and contractual obligations.

Demonstrated success in growing assets under management. If the candidate is in Quebec, they must speak French. Competitive compensation with significant earning potential. Collaborative culture with access to experienced wealth planning professionals.

Administrative and operational support so you can focus on your clients. Opportunity to shape your future in a firm that values autonomy, relationships, and long-term success.

📌 Senior Portfolio Manager (Toronto)
🏢 NPA worldwide
📍 Toronto