Strategic Portfolio Developer

2 weeks ago


Toronto, Ontario, Canada CI Financial Full time

We are seeking a skilled Investment Portfolio Consultant to join our distribution team at CI Financial. With a strong focus on client satisfaction and asset growth, this role will be critical in developing and implementing optimized portfolio strategies that align with client objectives and risk profiles.

About the Role

This is an exciting opportunity for a dynamic and experienced professional to work closely with our distribution team, portfolio managers, research teams, and strategists to design, provide analytics and support, review diversified portfolios, analyze asset allocation models, and foster the client journey.

Key Responsibilities
  • Design and implement customized portfolios for clients, focusing on asset allocation, risk management, and portfolio diversification.
  • Work cross-functionally to ensure that client portfolios are structured in line with investment goals and market conditions.
  • Performance Monitoring & Reporting: Track and evaluate portfolio performance against benchmarks, providing detailed reports and insights to stakeholders.
  • Deliver model portfolio presentations to current and prospective Clients via telephone, WebEx, office visits, seminars, and conferences.


  • Toronto, Ontario, Canada NearSource Full time

    We are seeking a skilled Strategic Portfolio Development Specialist to join our dedicated team. This role will support organizations in Energy & Materials, Health & Resilience, and Work & Prosperity.Key Responsibilities:Portfolio Engagement:Foster strong relationships with portfolio leadership, technology leads, and venture team members.Develop a...


  • Toronto, Ontario, Canada Royal Bank of Canada Full time

    We are seeking a skilled Strategic Portfolio Development Specialist to join our team at the Royal Bank of Canada. In this role, you will have the opportunity to provide expert guidance on portfolio management best practices, linking conceptual strategies of trading and rebalancing portfolios.About the RoleThis is an exciting opportunity for a seasoned...


  • Toronto, Ontario, Canada S.i. Systèmes Full time

    Job Overview:S.i. Systèmes is seeking a seasoned Strategic Portfolio Manager to drive financial reporting, resource planning, and agile reporting model development for our Financial Client.About the Role:This 6-month contract position offers strong possibilities of converting to FTE/extensions. The ideal candidate will work hybrid 1-2 days/week in Vancouver...


  • Toronto, Ontario, Canada BGO Full time

    About BGOBGO is a leading global real estate investment management advisor, lender, and service provider. We serve over 750 institutional clients with expertise in various property types worldwide. Our offices are located in 27 cities across 13 countries, allowing us to leverage local knowledge and extensive networks.The OpportunityWe seek an experienced...


  • Toronto, Ontario, Canada Optimize Wealth Management Full time

    Optimize Wealth Management, a leading wealth management company in Toronto, ON, is seeking an accomplished Strategic Portfolio Director to join their team.The estimated salary for this role is CAD 150,000 - 200,000 per year, depending on experience.About the RoleThis full-time position requires strategic leadership and expertise in developing and...


  • Toronto, Ontario, Canada Royal Bank of Canada Full time

    Company OverviewThe Royal Bank of Canada (RBC) is a leading financial institution committed to excellence in banking, wealth management, and insurance. As a trusted advisor, we empower individuals, businesses, and communities to achieve their goals and thrive.Salary InformationWe offer a competitive salary range of $110,000 - $140,000 per annum, commensurate...


  • Toronto, Ontario, Canada Michael Page Full time

    About Our CompanyOur company is a leading international property investment and management firm with a strong focus on acquiring, developing, and managing high-quality residential properties in prime urban locations across Europe and North America.Job SummaryWe are seeking an experienced Strategic Portfolio Manager to oversee all aspects of our portfolio,...


  • Toronto, Ontario, Canada Lock Search Group Full time

    About the Role:We are seeking an experienced Strategic Portfolio Optimization Expert to join one of Canada's top five banks in Downtown Toronto, ON. This role offers the opportunity to lead critical projects in portfolio optimization, risk assessment, and strategic investment planning.Key Responsibilities:Provide expert guidance on asset allocation,...


  • Toronto, Ontario, Canada Lock Search Group Full time

    Lock Search Group is a national executive recruitment firm that provides exceptional services to clients and candidates.We are seeking an experienced Senior Asset Management Consultant to join our team in Downtown Toronto, ON. This role offers the opportunity to lead critical projects in portfolio optimization, risk assessment, and strategic investment...


  • Toronto, Ontario, Canada Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled Strategic Portfolio Manager to lead our AML program within Corporate Technology.About the RoleAs a Strategic Portfolio Manager, you will be responsible for leading assigned projects from initiation to implementation, ensuring successful business outcomes. You will drive execution risk mitigation, facilitate...


  • Toronto, Ontario, Canada Lock Search Group Full time

    **Unlock Career Growth as a Senior Asset Management Consultant**Downtown Toronto, ON is home to numerous financial institutions and hubs. This role offers the opportunity to lead critical projects in portfolio optimization, risk assessment, and strategic investment planning.About the Role:Lead expert guidance on asset allocation, portfolio management, and...


  • Toronto, Ontario, Canada Royal Bank of Canada Full time

    Royal Bank of Canada is seeking a highly skilled Strategic Portfolio Manager and Relationship Expert to join their team. As a key member of the organization, this individual will be responsible for developing and implementing strategic real estate plans that align with business objectives.The ideal candidate will have a strong background in real estate...


  • Toronto, Ontario, Canada Royal Bank of Canada Full time

    OverviewWe are seeking a highly skilled Strategic Portfolio Management Expert to join our team at Royal Bank of Canada. This is an exciting opportunity to work with a dynamic group of professionals who share a passion for delivering exceptional results and making a meaningful impact.SalaryThe estimated salary range for this position is $120,000 - $180,000...


  • Toronto, Ontario, Canada Optimize Wealth Management Full time

    About UsOptimize Wealth Management (Optimize Inc.) is a leading wealth management firm in Toronto, ON. We provide personalized financial solutions and advice to our clients.Role OverviewWe are seeking an experienced Chief Investment Officer to lead our investment strategy and team. The successful candidate will be responsible for developing and communicating...


  • Toronto, Ontario, Canada Lock Search Group Full time

    Unlock career opportunities with Lock Search Group.Salary: $120,000 - $180,000 per yearAbout the RoleA leading Canadian bank is seeking an experienced Senior Asset Management Consultant to lead critical projects in portfolio optimization, risk assessment, and strategic investment planning. The ideal candidate will bring expertise in asset management...


  • Toronto, Ontario, Canada CPP Investments Full time

    Company OverviewCPP Investments is a professional investment management organization that globally invests the funds of the Canada Pension Plan (CPP) to help ensure it is financially sustainable for generations of working and retired Canadians.SalaryThe estimated salary range for this position is $150,000 - $250,000 per year, depending on experience and...


  • Toronto, Ontario, Canada WM Partner's Portfolio Companies Full time

    Job OverviewWM Partners Portfolio Companies is seeking a highly skilled Senior Account Manager to join our team. In this role, you will play a critical part in driving the growth and development of key regional retailers, aligning with our company's expansion strategy. Your primary focus will be on delivering sales targets through strategic merchandising,...


  • Toronto, Ontario, Canada Engage Recruitment Full time

    We are looking for an experienced Strategic Investment Portfolio Manager to join our finance team at Engage Recruitment. This role will report to the Manager, Investment Finance and Administration and has opportunities for career advancement.Key Responsibilities:Ensure accurate and timely recording of investment-related transactions in our database and...


  • Toronto, Ontario, Canada Royal Bank of Canada Full time

    About the Role:">This is a challenging and dynamic position that requires strong portfolio management skills, excellent communication, and interpersonal abilities. As a Portfolio Management Consultant, you will work closely with discretionary teams to provide expert advice on asset management best practices. ">Key Responsibilities: - Conduct in-depth...


  • Toronto, Ontario, Canada Scotiabank Full time

    About ScotiabankWe are a leading bank that aims to create an inclusive culture where every employee is empowered to reach their fullest potential, respected for who they are, and are embraced through bias-free practices and inclusive values.Job DescriptionAs a Senior Manager, Portfolio Strategy at Scotiabank, you will play a key role in championing a...