Portfolio Manager

Purpose Unlimited

. Serve as the advisor's first call and primary relationship contact .

Posted 11/6/2026full-timeCanadaMid-LevelSenior💰 CA$110,000 - CA$140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in portfolio management and investment advisory, with a strong focus on client relationship-building and meeting KPIs. Proficient in utilizing AI-supported data aggregation for personalized client service and strategic growth.

Highest-signal resume keywords

CFA DesignationPortfolio ManagementClient Relationship ManagementKPI AchievementFluent in French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment AdvisoryWealth ManagementData AggregationPortfolio ConstructionClient Needs Assessment

Soft Skills

Relationship BuildingTrust BuildingProblem SolvingCommunication

Certifications & Qualifications

CFACIM

Industry Keywords

FinanceEconomicsBusinessClient-FacingGrowth Targets

About the role

Key responsibilities & impact

Serve as the advisor's first call and primary relationship contact
Run a proactive service cadence including scheduled portfolio reviews, quarterly business reviews with partner firms, and regular advisor check-ins
Build personalized portfolios reflecting individual client needs
Align trading, product, service, and sales teams behind complex client opportunities
Pull in the right people to win and grow mandates
Meet and exceed growth, retention, and KPI targets
Read client needs, resolve complaints, and build trust with partner firms
Use AI-supported data aggregation and reporting while focusing on relationship-building and client needs

Requirements

What you’ll need

CFA or CIM designation
3–5 years in portfolio management, investment advisory, or wealth management, client-facing
Demonstrated track record of meeting and exceeding KPIs
Bachelor's degree in Finance, Economics, Business, or related field
Applicants must be legally entitled to work in Canada
Immigration sponsorship is not offered for this role
Fluent in French (written and verbal) is nice to have

Benefits

Comp & perks

Flexible hybrid work model allowing work at home or the office
Competitive compensation including equity program
Comprehensive group health and dental benefits
Life insurance at little to no cost
Lifestyle Spending Account for wellness needs
Flexible paid time-off policy covering vacation, sick, and mental health days
Paid parental leave with a top-up for eligible employees
Generous Group RRSP matching
Optional TFSA program
Training opportunities
Tuition support year-round