As of November 7, 2026, Jobsy lists 3 portfolio manager jobs in Waterloo, ON. The most active employers are Bank of Montreal, Aviso Wealth and Mercor. Skills often requested: communication skills, leadership, sales and problem solving.
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4+ YOEBank of Montreal needs candidates with a business, finance or accounting bachelor's degree or equivalent experience, plus 4-6 years in treasury, cash management, commercial banking or financial services. Strong relationship, negotiation, analytical and communication skills are required.
Cash handling, Sales, Onboarding, Documentation, Improve business processes, Regulatory compliance
4+ YOEBank of Montreal needs candidates with a bachelor's degree or equivalent, 4-6 years in treasury, cash management, commercial banking or financial services, and proven portfolio or relationship management. Strong communication, negotiation, analysis and problem-solving skills are also required.
Cash handling, Sales, Onboarding, Documentation, Improve business processes, Regulatory compliance
True North HR Consulting: True North HR provides smart, simple HR solutions for businesses of every size, HR professionals, and entrepreneurs.
1+ YOECandidates need a bachelor's degree in a business or finance field and 1-3 years of investment and portfolio management experience with high-net-worth clients. They must be registered, or immediately eligible, as an Advising Representative with the provincial securities commission.
Bank of Montreal (4), Aviso Wealth (3), Mercor (3), RPIA (3) and Valnet Inc. (2).
What skills do portfolio manager jobs ask for?
Postings most often mention communication skills, leadership, sales, problem solving, reporting, risk management, regulatory compliance and decision making.