Senior Portfolio Manager

Opal Corporate Connections · via Himalayas ·

TypeFull-time job
LocationCanada
Posted3 hours ago
This is a remote position.
We are proud to partner with a great wealth management firm to recruit asales-driven, highly independent Portfolio Managerto 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.

Originally posted on Himalayas
portfolio-manager investment-manager wealth-manager financial-advisor
Apply on Himalayas →

Job sourced from Himalayas. Applications happen directly on the original platform — we never collect your data.