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Portfolio Manager, Managed Programs
1 month ago
JOB STATEMENT: We are seeking a Registered Portfolio Manager to join our dynamic, fast-growing independent wealth management firm in Canada. In this role, you will help design, build, and manage multi-asset portfolios that support retail advisors and their clients nationwide. The ideal candidate is bilingual in French and English, with proven expertise in investment strategies and portfolio construction. Reporting directly to the CIO, you will work closely with our advisor network to deliver innovative portfolio solutions through strong technical skills and clear communication. This is an exciting opportunity to play a key role in shaping investment strategies within one of Canada’s leading independent wealth managers. RESPONSIBILITIES: Building and managing multi-asset model portfolio solutions for the dealer and affiliated corporate partners; Monitoring portfolio and strategy performance to ensure alignment with investment policy statements and efficient allocations; Partnering with advisor teams to provide portfolio construction guidance, product recommendations, and analysis; Supporting the dealer’s product approval process through product due diligence and ongoing reviews, with a focus on alternative asset mandates; and Contributing to presentations and client meetings in support of the dealer’s managed programs. QUALIFICATIONS: 5+ years of experience as a Portfolio Manager or Strategist with a focus on multi-asset solutions CFA charter holder Strong communication skills with proven experience supporting retail advisors Self-starter who thrives in a collaborative, small-team environment Fluency in French and English is required COMPENSATION: Commensurate with experience If you are interested in applying for this position, please forward a cover letter and resume in confidence to careers@worldsourcewealth.com. Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview. We thank all applicants for their interest but only those selected for an interview will be contacted.
