Portfolio Services Group Manager
3 weeks ago
Description Please note Who We Are At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future. Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally. The Opportunity The Portfolio Services Manager aims to improve the capacity of the investment team and increase the control, efficiency, and consistency of the investment process and its related functions. The individual will contribute to the overall FIC investment management organization by identifying and implementing improvements / redesign for the investment process and related trade activities. The role will also provide leadership and direction to junior team members, act as a subject matter expert on PSG matters for assigned asset classes, and support the Head of Portfolio Services and COO on other investment services related matters for FCIM. What You Will Do Ability to act on behalf of the investment team to address their needs and issues relating to compliance and investment operations matters. Review, clear and/or elevate pre-trade compliance issues to compliance counterparts on behalf of the investment team Able to independently work to understand and resolve issues and projects as they arise; coordinate with other Fidelity Canada business partners and act as representative for PSG as necessary Lead the day-to-day operations of PSG for assigned asset classes Coordinate with investment management business partners (i.e. Trading, investment operations, capital markets, compliance) on matters as necessary, including assisting with resolution of issues. Coordinate with Head of Portfolio Services and FCIM Director(s) of Research (DoR) to ensure research and other investment services requests are addressed. What We're Looking For 7+ years of significant exposure to portfolio management, trading, compliance and/or investment operations for an asset manager or related entity. University degree in business administration, law, or a quantitative discipline (i.e. accounting, economics, finance, mathematics) or equivalent experience Completion of or enrollment in the Certified Financial Analyst (CFA) program preferred. Competitive Pay for Specialized Talent This contract role offers a flexible, hourly compensation model that reflects your expertise and the value you bring. The hourly rate ranges from $55.40 to $80.00 based on experience and qualifications. We offer market-aligned rates that recognize the specialized skills and agility required for this role. We’re proud to offer a compensation package that aligns with provincial pay transparency requirements . This posting is for an existing vacancy within our organization. #J-18808-Ljbffr
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Associate - Portfolio Management and Trading
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Toronto, Canada Glidepath Portfolio Services Full time**Title: Associate - Portfolio Management and Trading** **Company: Glidepath Portfolio Services Inc.** **About Us**: We are a growing Canadian portfolio management firm dedicated to delivering high quality, cost-efficient professional investment management service to clients through partnerships with financial planning professionals. **Role...
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Manager, Portfolio Management Group
6 days ago
Toronto, Canada BMO Financial Group Full time100 King Street West Toronto Ontario,M5X 1A1 The Portfolio Management Group (PMG) is responsible for supporting BMO Private Banking Canada’s Investment Counselors (ICs) with the effective administration and implementation and monitoring of client investment accounts which are to be in line with BMO Privates Investment Counsel (BPIC)’s philosophy,...
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Manager, portfolio management group
6 hours ago
Toronto, Canada BMO Financial Group Full timeOverviewDate limite pour présenter sa candidature : 02/15/2026Adresse : 100 King Street WestGroupe de famille d'emploi : Ventes et service, Gestion de patrimoineThe Portfolio Management Group (PMG) is responsible for supporting BMO Private Banking Canada’s Investment Counselors (ICs) with the effective administration and implementation and monitoring of...
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Portfolio Services Group Manager
6 hours ago
Toronto, Canada Fidelity International Full timePortfolio Services Group Manager page is loaded## Portfolio Services Group Managerlocations: Toronto Officetime type: Full timeposted on: Posted Yesterdayjob requisition id: J61677# **Job Description***You will be working on a Hybrid office schedule as part of Fidelity’s dynamic working arrangement.**Current work authorization for Canada is...
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Manager, Portfolio Management Group
6 hours ago
Toronto, Canada BMO Full timeThe Portfolio Management Group (PMG) is responsible for supporting BMO Private Banking Canada’s Investment Counselors (ICs) with the effective administration and implementation and monitoring of client investment accounts which are to be in line with BPIC’s philosophy, strategies and mandates. Overview Summary of responsibilities and expectations for...
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Portfolio Services Group Manager
3 weeks ago
Toronto, Canada Fidelity Investments Full timeDescription Please note Who We Are At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace...
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Portfolio Services Group Manager
7 hours ago
Toronto, Canada Fidelity Investments Full timeDescription Please note Who We AreAt Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace...
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Director, Portfolio Management, Group Benefits
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Toronto, Canada SLC Management Full timeSLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over...
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Sales Floor Manager
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Toronto, Canada The Portfolio Group Full timeGet AI-powered advice on this job and more exclusive features.This range is provided by The Portfolio Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeCA$90,000.00/yr - CA$100,000.00/yrDirect message the job poster from The Portfolio GroupRecruitment Partner at The Portfolio Group |...
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Toronto, Canada Equitable Group Full timeJoin a ChallengerBeing a traditional bank just isn’t our thing, so we challenge ourselves to get creative in providing innovative banking solutions for Canadians.How do we get there? With a talented team of inquisitive and agile challengers that break through the status quo. So, if you’re passionate about redefining the future of banking—while having...
