Senior Portfolio Manager

7 days ago


Toronto, Ontario, Canada Opal Corporate Connections Full time

This is a remote position.

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.


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