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.