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.

📌 Portfolio Manager Wealth Management (Winnipeg)
🏢 Purpose Unlimited
📍 Winnipeg