Posted 26 days ago
Portfolio Manager
@ Power Staffing Solutions
Toronto, Ontario
SIGNALS
Overview
Power Staffing Solutions is hiring a Portfolio Manager for an established boutique investment management firm. The role manages discretionary client portfolios across asset classes, serves high-net-worth clients, and drives business development. The posting requires 5 to 7 years of investment experience and OSC registration or eligibility.
Responsibilities:
- Manage globally diversified discretionary client portfolios
- Implement asset allocation and rebalancing decisions
- Prepare portfolio reports and market commentary for clients
- Build and maintain relationships with high-net-worth clients
- Grow assets under management through referrals and business development
Requirements summary:
- 5 to 7 years of relevant investment management experience
- Registered or eligible for registration with the OSC as Portfolio Manager or Advising Representative
- CIM, CFA or equivalent designation preferred
- Experience managing discretionary portfolios across multiple asset classes
- Experience with high-net-worth and ultra-high-net-worth clients
Tools & skills
SalesRelationship buildingRegulatory complianceSecuritiesCIMCFARisk managementFinancial marketsCommunication skillsClient relationship managementWork independently
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- 2026-10-15
- First seen by our source
- 2026-11-11
- Source record updated
- 2026-11-11
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Senior |
| Department | Business development |
| Experience | 5+ years |
| Hours per week | 40 (estimated) |
| Work setting | Office, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | OSC Portfolio Manager registration, OSC Advising Representative registration, CIM, CFA |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Power Staffing Solutions
| Field | Value |
|---|---|
| Open jobs on Jobsy | 6 |
Job description
Position Overview:
An established boutique investment management firm is seeking a Portfolio Manager. This role combines discretionary portfolio management, high-net-worth client relationships, and business development, offering the opportunity to take ownership of client portfolios and contribute to the growth of the investment platform.
What will you be doing?
- Manage globally diversified discretionary client portfolios across multiple asset classes.
- Implement portfolio construction, asset allocation, and rebalancing decisions in line with the firm's investment framework.
- Monitor market conditions, portfolio performance, risk exposures, and economic developments.
- Execute portfolio adjustments to align with client objectives and investment strategies.
- Contribute to the evolution of investment strategies, including potential exposure to alternative and private market investments.
- Prepare portfolio reports, market commentary, and investment updates for clients.
- Support a smooth transition of investment responsibilities as the current Chief Investment Officer prepares to retire.
- Build and maintain trusted relationships with high-net-worth and ultra-high-net-worth clients.
- Conduct regular portfolio reviews and discuss investment objectives, portfolio positioning, and market developments.
- Communicate investment strategies and market views clearly and confidently.
- Develop long-term client relationships, including multi-generational family relationships.
- Participate in client meetings, events, and other relationship-building activities.
- Deliver a responsive, high-quality client experience that supports long-term retention and satisfaction.
- Grow assets under management through referrals, networking, and personal business development efforts.
- Engage with qualified leads generated through the firm's existing network and marketing initiatives.
- Build relationships with professional partners, referral sources, and centers of influence.
- Support sales and marketing initiatives to promote the firm's investment management services.
- Identify opportunities to expand existing client relationships and attract new clients.
- Take an active role in growing the business and developing a strong personal client portfolio.
- Work closely with leadership to support the continued development of the investment platform.
- Collaborate with operations, compliance, custodians, and marketing partners to support efficient service delivery.
- Contribute ideas to improve the client experience, investment communications, and service model.
- Help establish processes and practices that support scalable, long-term business growth.
Must haves:
- 5–7 years of relevant investment management experience.
- Must be Registered or eligible for registration as a Portfolio Manager / Advising Representative with the Ontario Securities Commission (OSC).
- CIM, CFA, or equivalent investment designation is preferred.
- Demonstrated experience managing discretionary portfolios across multiple asset classes.
- Experience working directly with high-net-worth or ultra-high-net-worth clients.
- Strong knowledge of portfolio construction, asset allocation, risk management, and global financial markets.
- Proven ability to build client relationships and generate new business.
- Strong communication, presentation, and relationship management skills.
- Ability to work independently while collaborating effectively with internal teams and external partners.
- Interested in building a long-term business and growing assets under management.
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