Associate Portfolio Manager Retail

We’re looking for a full-time, in-office Associate Portfolio Manager – Retail, in the investment management industry.

Our client is a well established boutique portfolio management firm known for its high-touch client service, disciplined investment approach, and strong team culture. This is a close-knit, professional environment where integrity, thoughtful decision-making, and long-term results truly matter. The Portfolio Manager will play a key role supporting senior leaders while building trusted client relationships and contributing to investment strategy and execution.

This is a fantastic opportunity for someone who is interested in launching a strong career, with a supportive environment.

Associate Portfolio Manager responsibilities:

Build and maintain long-term client relationships through ongoing reviews and high-touch discretionary service

Conduct annual and periodic client reviews to meet KYC requirements

Support new client onboardings, including development of Investment Policy Statements (IPS) and Investment Management Agreements (IMA)

Assess client objectives, risk tolerance, and suitability to recommend appropriate portfolios

Act as a member of the Investment Committee, conducting security and sector research to meet KYP obligations

Assist with portfolio construction, rebalancing, and trade execution, including pre- and post-trade analysis

Monitor model portfolios and securities, reporting on performance, risk metrics, and market developments

Generate and analyze performance and risk metrics across multiple portfolio management systems

Support quarterly reporting, corporate reorganizations, and ad hoc projects as needed

The successful candidate has:

2+ years of relevant investment management experience

BCom (Finance/Accounting)

Has a knowledge and understanding of Canadian Investment products

Immediately registerable as an Associate Advising Representative (AAR) or Advising Representative (AR)

Has passed CFA Level I with 24 months of relevant investment management experience OR holds the Canadian Investment Manager (CIM) designation with 24 months of investment management experience.

Advanced Excel skills (pivot tables, formulas, issue resolution)

Experience using Bloomberg terminals is an asset but not required

Strong communication, problem-solving, and organizational skills

Strong business acumen, willingness to learn confident and has a genuine ability to connect with clients and team members

High attention to detail with the ability to manage multiple priorities, working independently and as a team

A client-first mindset with a strong commitment to ethical and compliant practices

Compensation and benefits:

Competitive salary

Comprehensive benefits package and health spending

Course work reimbursement

Opportunity to grow within a respected boutique investment firm

Only candidates selected to move forward in the hiring process will be contacted.