Senior Portfolio Manager

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OPAL Corporate Connections provided pay range

This range is provided by OPAL Corporate Connections. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

CA$50,000.00/yr - CA$80,000.00/yr

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Over 20 years in Bilingual & Financial Recruitment, I help C-level executives and HR identify and attract top talent through strategic recruitment…

We are proud to partner with a great wealth management firm to recruit a sales-driven, highly independent Portfolio Manager to join their team. This senior role offers the opportunity to work with high-net-worth families, executives, and entrepreneurs while shaping institutional-quality investment strategies. The ideal candidate is a self-motivated professional with strong business-development instincts and deep expertise in managing complex portfolios. If you excel in a client-focused environment and are looking to make a significant impact within a growing organization, we invite you to explore this opportunity.

Key Responsibilities

• Develop and implement comprehensive investment strategies for high-net-worth clients

• Conduct sophisticated portfolio analysis and risk management

• Build and maintain relationships with institutional investment partners

• Collaborate with clients' other advisors (legal, tax, banking)

• Mentor junior team members and contribute to firm growth

• Stay current with market trends and regulatory changes

Requirements

• CFA or CIM designation or equivalent professional certification

• Minimum 8 years of portfolio management experience

• Experience with high-net-worth clients and complex financial situations

• Strong analytical and communication skills

• Knowledge of Canadian and international investment markets

• Experience with alternative investments and institutional strategies

Benefits

• 100% remote, with a downtown Toronto office available if you prefer to work on-site.

• Benefits start on day one.

• Compensation is flexible: you can choose a higher-percentage, 100% commission structure or a base salary plus a smaller commission.

• Tons of room for growth.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Business Development and Finance

Recruiter Contact

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