French-speaking portfolio management qualified needed for hybrid work, delivering advisor service, discretionary investing, and measurable relationship growth.

At Advisor Solutions by Purpose, the Portfolio Manager supports independent advisory businesses and their clients across Canada. The position combines client-facing investment advisory with proactive partner-firm service and personalised portfolio construction. Success includes coordinating internal resources while meeting growth, retention, and KPI expectations.

Key Responsibilities:

- Provide proactive check-ins for advisors and partner firms
- Review portfolios with clients and conduct quarterly business reviews
- Personalise portfolios rather than relying on templated allocations




- Pull together teams to win and grow complex mandates
- Resolve complaints and protect partner relationships

Requirements:

- CFA or CIM designation required
- Three to five years in client-facing wealth management
- Portfolio management or investment advisory experience
- Fluent written and verbal French communication skills
- Demonstrated record of exceeding KPIs and bachelor’s degree

Bring French fluency, investment advisory experience, and proactive service skills to strengthen Purpose partner-firm relationships.

📌 French Portfolio Manager Client Advisory (Canada)
🏢 Purpose Unlimited
📍 Canada