French-speaking Portfolio Manager sought for hybrid work, combining personalised portfolio construction with client-focused investment advisory and growth.
Advisor Solutions by Purpose supports independent portfolio management and financial advisory businesses across Canada. This client-facing Portfolio Manager works with Harness Investment Management Inc. to provide discretionary investment management services. The position connects portfolio decisions, partner-firm relationships, service, and business growth.
Key Responsibilities:
- Serve as advisors’ first call for portfolio and client needs
- Conduct scheduled portfolio reviews and quarterly partner business reviews
- Build personalised portfolios reflecting individual client needs
- Coordinate trading, product, service,
and sales for opportunities
- Meet and exceed growth, retention, and KPI targets
Requirements:
- Hold a CFA or CIM designation
- Bring three to five years of client-facing experience
- Experience in portfolio management, investment advisory, or wealth management
- Communicate fluently in written and verbal French
- Hold a bachelor’s degree in finance, economics, business, or related field
Apply portfolio management, French communication, and relationship-building skills to support Purpose’s growing partner network.