Posted 16 days ago
Senior Portfolio Manager
@ Opal Corporate Connections
Canada
Overview
OPAL Corporate Connections is recruiting a Senior Portfolio Manager (CIM) for a boutique wealth management firm. The role manages and grows an existing high-net-worth client book that the candidate must bring and transition. The position is full-time, hybrid or remote anywhere in Canada.
Responsibilities:
- Manage and grow existing high-net-worth client portfolio
- Develop customized investment strategies
- Deliver client service and build long-term relationships
- Expand practice through business development and referrals
- Collaborate with internal specialists on wealth planning
Requirements summary:
- CIM designation
- Minimum 8 years portfolio or discretionary management experience
- Established high-net-worth client book to transition
- Demonstrated success growing assets under management
- Strong business development and relationship skills
- Entrepreneurial mindset
Tools & skills
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- 2026-10-27
- 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 | 8+ years |
| Hours per week | 40 (estimated) |
| Work setting | Home, Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Licences & certifications | CIM |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Opal Corporate Connections
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Nous facilitons la Connexion entre les Compagnies et les Candidats! Helping Companies and Candidates Connect!
Full company description
We have over 20 years of experience in Bilingual Recruitment, from entry level roles to executive searches across Canada. Nous avons plus de 20 ans d'expérience en recrutement bilingue, du niveau d'entrée aux recherches de cadres à travers le Canada.
- LinkedIn followers
- 7,505
- People associated on LinkedIn
- 1
- Reported office locations
- 36 Toronto St, 850, Toronto, Ontario M5C 2C5, CA
- Greater Ottawa Region, Ontario, CA
- Other recorded names
- Opal Corporate Connections
- OPAL Corporate Connections
- Specialties
- Bilingual Recruitment
- Finance
- Insurance
- Executive
- Recruitment
- Medical
- Bilingual
- Direct Recruitment
- Francophonie
- Non-Profit
- and Legal
- Profile identifies a recruitment agency
- Yes
We have over 20 years of experience in Bilingual Recruitment, from entry level roles to executive searches across Canada. Nous avons plus de 20 ans d'expérience en recrutement bilingue, du niveau d'entrée aux recherches de cadres à travers le Canada.
| Field | Value |
|---|---|
| Industry | Staffing and Recruiting |
| Company size | 2-10 employees |
| Headquarters | Toronto, Ontario |
| Organization type | Privately Held |
| Year founded | 2021 |
| Specialties | Bilingual RecruitmentFinanceInsuranceExecutiveRecruitmentMedicalBilingualDirect RecruitmentFrancophonieNon-Profit |
| Open jobs on Jobsy | 10 |
| View page |
Senior Portfolio Manager (CIM)
Canada | Hybrid/Remote
Opal Corporate Connections is partnering with a growing boutique wealth management firm to recruit an experienced Senior Portfolio Manager (CIM).
This opportunity is designed for an entrepreneurial investment professional who has built an established high-net-worth client base and is looking for a boutique environment that offers greater flexibility, personalized service, and the opportunity to continue growing their practice.
Please note: This is not a succession opportunity. The successful candidate will be expected to bring and transition their own book of business, in accordance with all applicable regulatory and contractual obligations.
Key Responsibilities
- Manage and grow your existing portfolio of high-net-worth clients.
- Develop customized investment strategies tailored to each client's financial goals and risk tolerance.
- Deliver exceptional client service while building long-term trusted relationships.
- Continue expanding your practice through business development and referrals.
- Collaborate with internal specialists to provide comprehensive wealth planning solutions.
- Ensure compliance with all regulatory and industry requirements.
What You'll Bring
- Canadian Investment Manager (CIM) designation.
- Minimum of 8 years of portfolio management or discretionary investment management experience.
- An established book of high-net-worth clients that you are able to transition in accordance with all regulatory and contractual obligations.
- Demonstrated success in growing assets under management.
- Strong business development, relationship management, and client service skills.
- An entrepreneurial mindset with a passion for delivering exceptional client outcomes.
Why Join
- Work with a respected boutique wealth management firm focused on personalized client service.
- Competitive compensation with significant earning potential.
- Flexibility to grow your own practice without the bureaucracy of a large institution.
- Collaborative culture with access to experienced wealth planning professionals.
- Administrative and operational support so you can focus on your clients.
- Opportunity to shape your future in a firm that values autonomy, relationships, and long-term success.
Location
Anywhere in Canada (Hybrid/Remote)
If you're an experienced Portfolio Manager with an established high-net-worth client base and are looking for a boutique firm where you can continue growing your practice, we'd love to speak with you.
Apply in confidence today or contact Opal Corporate Connections for a confidential discussion.
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