Client-Focused Portfolio Manager at Bold Wealth

Become a key player at Bold Wealth as a Client-Focused Portfolio Manager in Toronto, with hybrid work flexibility. Leverage your investment expertise to cater to diverse client needs and build lasting relationships.

This role at Bold Wealth requires a dedicated Portfolio Manager to service a variety of client segments, including mass affluent, high-net-worth, and ultra-high-net-worth households. You’ll enjoy the autonomy to manage portfolios discretionarily while collaborating closely with our Chief Investment Officer and other investment staff. This position offers a unique opportunity to grow within an independent firm that values your insights and contributions.

Key Responsibilities:

• Build trust-based relationships with diverse Bold clients
• Manage client portfolios using strategic active and passive strategies
• Oversee the client onboarding process thoroughly
• Provide insightful portfolio reviews with proactive communication
• Integrate financial planning insights into portfolio choices

Requirements:

• 3–5 years in portfolio management or senior wealth management
• CFA or CIM designation required
• Licensed as a Portfolio Manager with OSC
• Strong communication and empathy skills
• Entrepreneurial mindset with curiosity and adaptability

Embrace the chance to grow and make an impact as a Portfolio Manager at Bold Wealth.