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Wealth Management Portfolio Analyst - Client Focused

Job in Toronto, Ontario, C6A, Canada
Listing for: Tacita Capital Inc.
Full Time position
Listed on 2026-03-10
Job specializations:
  • Finance & Banking
    Portfolio Manager, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 CAD Yearly CAD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
An established investment management firm in Toronto is seeking a Portfolio Management Analyst to join its team. This role involves creating investment policy statements, preparing client presentations, and assisting in portfolio management tasks. The ideal candidate should have at least 2 years of experience in wealth management or a related field, and hold a CFA Level 2 or similar designation.

This opportunity offers a hybrid work environment and competitive compensation.
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