Goodreid Investment Counsel | Toronto (179 John Street) | Full-time Hydrid About Goodreid Goodreid is an independent, employee-owned investment management firm, founded in 1986, managing more than $1 billion in client assets. For nearly 40 years, we have managed discretionary portfolios for families, individuals and institutions with a consistent approach: calm, clarity, discipline. The chance We are looking for an experienced Client Portfolio Manager who already serves a loyal client base and wants a better long-term home for those clients and their own career. This role is designed for someone who wants independence and a long-term stake in the firm’s success, without having to build a firm from scratch. We will acquire your book of business on fair, transparent terms, and you will continue as the lead relationship manager for your clients.

What we offer
• Payment for your book, structured around the client relationships that move with you
• Potential participation in our stock option plan, at the firm’s discretion
• A competitive payout on ongoing revenue
• No cold calling or outbound prospecting. Our established marketing program brings qualified prospects to you




• Full investment, operations, compliance and administrative support, so you can focus on your clients
• An investment team and process you can stand behind
• A succession solution for advisors planning their next chapter What you bring
• Registered, or eligible to register, as an Advising Representative (CFA or CIM designation, plus relevant experience)
• At least 10 years of experience managing private client portfolios
• An established book of at least $50M in discretionary or fee-based assets
• A clean regulatory record
• A long-term, disciplined investment philosophy that aligns with ours
• Deep, trusted relationships with clients Who this is for
• Portfolio managers at bank-owned or independent dealers who want more independence
• PMs at boutique firms going through change
• Established advisors looking for a thoughtful succession partner Confidentiality All conversations are strictly confidential. If you would rather not apply through LinkedIn, email us directly at [email protected].

📌 Portfolio Manager, Private Client (Toronto)
🏢 Goodreid Investment Counsel
📍 Toronto