Talent.com
Morgan McKinley
Portfolio ManagerMorgan McKinley • ON, CA
Portfolio Manager

Portfolio Manager

Morgan McKinley • ON, CA
30+ days ago
Job type
  • Full-time
Job description

Get AI-powered advice on this job and more exclusive features.

This range is provided by Morgan McKinley. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

CA$130,000.00/yr - CA$150,000.00/yr

Direct message the job poster from Morgan McKinley

Manager Finance & Accounting Recruitment

Location: Toronto

Work Model: Hybrid (1-2 days onsite)

ABOUT:

A leading Robo-Advisory is on the lookout for a Portfolio Manager to join their team in Toronto.

In this role, you will be responsible for managing and maintaining client portfolios, leveraging algorithmic tools, financial modeling, and market research to drive investment decisions. You will play a key role in developing and refining systematic investment strategies while ensuring portfolios remain aligned with client objectives, risk tolerance, and evolving market conditions.

Join an internationally recognized company where you'll collaborate with top professionals from around the globe while enjoying the stability of an established organization and the flexibility of an innovative, startup-like culture.

Key Responsibilities

  • Manage daily client account trading to maintain target asset allocations, including cash management, deposits, withdrawals, and rebalancing.
  • Conduct suitability analyses to ensure client risk profiles remain appropriate.
  • Serve as primary contact for investment-related inquiries, handling client communication, custodian coordination, and trade/account issues.
  • Support internal projects to improve efficiency, including risk questionnaire updates, portfolio management system migration, and model portfolio adjustments through ETF analysis.
  • Prepare client and internal reports (performance, gains/losses, activity) and update ETF performance data for marketing.
  • Maintain strong knowledge of financial markets, investment products, and robo-advisor compliance rules.
  • Demonstrate attention to detail, persistence in problem-solving, and ability to manage repetitive or complex tasks.

Qualifications

  • Must currently be registered as Advising representative (AR) or as Associate advising representative (AAR) with the requisite experience and education to be registered as AR
  • CFA is highly preferred (will consider CIM + MBA)
  • Bachelor’s degree in Finance, Economics, Business, or a related field;
  • Minimum of 2+ years of experience in portfolio management or related roles, with a demonstrated ability to manage client portfolios and generate strong investment returns.
  • Strong knowledge of financial markets, asset classes, and investment strategies.
  • Proficiency in investment research, financial modeling, and portfolio management tools.
  • Excellent communication skills, with the ability to explain complex investment concepts to clients and internal stakeholders.
  • Strong analytical and problem-solving abilities, with attention to detail and the ability to work under pressure.
  • Ability to work independently as well as collaboratively in a fast-paced, team-oriented environment.

Why join?

  • Base Salary $130K - $150K
  • Professional development support with an annual education budget.
  • Flexible work hours to support work-life balance.
  • Collaborative and innovative team culture.
  • Great perks – stocked kitchen, team events, and more!

Be part of a team that is redefining portfolio management through technology and data-driven strategies. Apply today!

Seniority level

  • Mid-Senior level

Employment type

  • Full-time

Job function

  • Finance

Industries

  • Financial Services and Investment Management

Get notified about new Portfolio Manager jobs in Greater Toronto Area, Canada.

#J-18808-Ljbffr
Create a job alert for this search

Portfolio Manager • ON, CA

Similar jobs

Portfolio Manager: Lead HNW Clients & Grow Wealth

Scotia Wealth Managementsouthwestern ontario, on, Canada
Full-time

A leading investment management firm in Southwestern Ontario is hiring for multiple roles focused on managing high-net-worth clients.Candidates with experience in discretionary portfolio management... Show more

 • Promoted

Robo-Advisory Portfolio Manager - Hybrid, Flexible Hours

Morgan McKinley, on, canada, on, Canada
Full-time

A leading Robo-Advisory in Toronto is seeking a Portfolio Manager to manage client portfolios and develop investment strategies using algorithmic tools.The role involves ensuring portfolios align w... Show more

 • Promoted

Lead Financial Planning Director at OpenText

OpenTextsouthwestern ontario, on, Canada
Full-time

Drive strategic financial success at OpenText as the Senior Director of Financial Planning & Analysis.Focus on enhancing financial strategies across business units to drive growth.In this influenti... Show more

 • Promoted

Auto Pricing Actuary - Personal Lines

Zurich Canadasouthwestern ontario, on, Canada
Full-time

Under general supervision, support the pricing of new business and renewal portfolios and the development of effective premium and rating structures.Contribute to interactions with rate regulators,... Show more

 • Promoted

Actuary, Personal Auto Pricing & Analytics

Zurich Canadasouthwestern ontario, on, Canada
Full-time

A leading insurance company is seeking an actuarial professional in Southwestern Ontario to support pricing for new business and renewals.The ideal candidate will have 5-7 years of experience in th... Show more

 • Promoted

Manager, Financial Planning and Analysis Post Acute

St. Joseph's Health SystemEastern Ontario, ON, CA
Full-time

Joseph's Health System (SJHS) is a leading integrated health system serving more than 2 million people across five cities, supported by over 8,000 dedicated staff, physicians, learners, and volunte... Show more

 • Promoted

Scotia Mortgage Specialist Opportunity

ScotiabankSouthwestern Ontario, ON, CA
Full-time

Be part of Scotia's success as a Mortgage Specialist in Waterloo, Ontario.Utilize your client-facing skills and banking expertise to enhance mortgage sales and build strong relationships in this mo... Show more

 • Promoted

Portfolio Manager - Associate Portfolio Manager - Wealth Manager - SJF - Waterloo

ScotiabankSouthwestern Ontario, ON, CA
Full-time

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Scotia Jarislowsky Fraser (SJF) is expanding and hiring across multiple roles supporting our To... Show more

 • Promoted

Senior Portfolio Manager Driving Investment Strategies and Client Growth

ScotiabankSouthwestern Ontario, ON, CA
Full-time

Join a senior role as a Portfolio Manager focused on delivering exceptional value to high-net-worth clients.Utilize your investment expertise to enhance relationships and achieve growth objectives.... Show more

 • Promoted

Associate - Fund Governance

WaystoneSouthwestern Ontario, ON, CA
Temporary

Please note that this role is a 12-month fixed-term contract.Waystone leads the way in specialist services for the asset management industry.Partnering institutional investors, investment funds and... Show more

 • Promoted

Portfolio Manager - Associate Portfolio Manager - Wealth Manager - SJF - Waterloo

Scotia Wealth Managementsouthwestern ontario, on, Canada
Full-time

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Scotia Jarislowsky Fraser (SJF) is expanding and hiring across multiple roles supporting our To... Show more

 • Promoted

Senior product manager, retail products - deposits

Société Financière ManuvieSouthwestern Ontario, ON, CA
Full-time

Manulife Bank is seeking a dynamic and results-oriented Senior Product Manager to play a pivotal role in innovating our deposits product suite, driving growth, and enhancing customer retention.With... Show more

 • Promoted

Portfolio Manager

Morgan McKinley, on, canada, on, Canada
Full-time

Get AI-powered advice on this job and more exclusive features.This range is provided by Morgan McKinley.Your actual pay will be based on your skills and experience — talk with your recruiter to lea... Show more

 • Promoted

SAP S4HANA Asset Accounting Lead or Manager

EYsouthwestern ontario, on, Canada
Full-time

An SAP S/4HANA Asset Accounting Functional Lead is responsible for designing, configuring, implementing, and supporting the Asset Accounting (FI-AA) module within SAP S/4HANA.The role bridges finan... Show more

 • Promoted

Wealth Portfolio Manager for HNW/UHNW Clients

ScotiabankSouthwestern Ontario, ON, CA
Full-time

A leading financial services organization in Ontario is seeking experienced professionals for Portfolio Manager roles.Candidates should have a CFA or CIM designation and a minimum of 5 years in dis... Show more

 • Promoted

Wealth Manager: Building Relationships and Driving Investment Success

Scotia Wealth Managementsouthwestern ontario, on, Canada
Full-time

Elevate your career as a Wealth Manager focused on client relationships and investment strategies.Collaborate closely with a dedicated team to support high-net-worth clients in achieving their fina... Show more

 • Promoted

Pricing Actuary in Personal Lines

Zurich Canadasouthwestern ontario, on, Canada
Full-time

Elevate your career as a Pricing Actuary focusing on Personal Lines auto insurance.Support the development of sophisticated pricing models and provide insights to improve business performance.This ... Show more

 • Promoted

Sr. Director, FP&A

OpenTextsouthwestern ontario, on, Canada
Full-time

Senior Director of Financial Planning & Analysis (FP&A).OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporat... Show more

 • Promoted

Remote Product & Portfolio Analytics Analyst

Sandvine (Now AppLogic Networks)Southwestern Ontario, ON, CA
Remote
Full-time

A leading technology solutions provider is seeking an Associate Data Analyst to support product performance metrics and drive insights for operational strategies.The role requires 2 years of data a... Show more

 • Promoted

Equitable Manager, Individual Wealth Operations

EquitableSouthwestern Ontario, ON, CA
Full-time

Shape the future of Individual Wealth Operations with Equitable as a Manager.This hybrid role drives service excellence and strategic transformation in client operations.Equitable seeks an experien... Show more