Portfolio Manager at Wealth Management Firm

Elevate your career as a Portfolio Manager with an independent wealth management firm in Toronto. Focus on client relationships while managing portfolios with expert strategies.

This client-focused boutique is seeking a Portfolio Manager to join their advisory team. You will handle portfolios on a discretionary basis for mass affluent, HNW, and UHNW households, collaborating with the CIO on investment initiatives. The role entails managing complete client journeys from onboarding to account reviews, ensuring a thorough and supportive client experience.

Key Responsibilities:
• Develop deep client relationships across diverse wealth segments
• Manage portfolios with active and passive investment strategies
• Handle full client onboarding and account setup procedures
• Deliver detailed portfolio reviews and maintain proactive communication
• Work alongside planning teams to unify investment and financial goals

Requiremen...