Morgan McKinley

Portfolio Manager

Posted: 8 minutes ago

Job Description

Portfolio Manager – Wealth ManagementFull-Time Permanent Office Location: Downtown Toronto Model: Hybrid or Remote A growing wealth management firm in the heart of Downtown Toronto is looking for a Portfolio Manager to join their team. This is a classic advisory role where you’ll manage a book of clients, build strong relationships, and deliver thoughtful financial guidance that supports their long-term goals.What You’ll DoManage and grow a diversified book of clientsProvide tailored financial advice and portfolio oversightLead client onboarding and deliver an exceptional advisory experienceMaintain ongoing communication to guide clients through key life and market eventsCollaborate with internal teams who handle business development, sales, and compliance so you can focus on what matters most - your clientsWhat You BringMinimum of 2 years’ experience as a Portfolio Manager or Financial AdvisorRelevant industry credentials (CFA, CIM, CFP, or equivalent)Solid understanding of investment strategies, planning principles, and client relationship managementA client-first approach with strong communication skillsAbility to build trust and deliver clear, thoughtful recommendationsWhy Join ThemCompetitive base salary with commissionRemain incorporated Very flexible working environment with remote working opportunitiesWith dedicated sales and compliance professionals in place, you’re free to do what you do best: advise, guide, and build lasting client relationships.If you’re ready to take the next step in your wealth management career, this could be a great fit.

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