About the role
Portfolio Manager Toronto
We are retained by a growing, independent wealth management firm in Toronto to identify a client-focused Portfolio Manager for a key role on their advisory team. Our client is a boutique, conflict-free firm, not tied to a bank or proprietary products. Delivering integrated financial planning and portfolio management with the kind of personal attention only a boutique can offer.
About the Firm Independent and in an exciting growth phase, this firm is built on a client-first philosophy. Every team member has real ownership over their work and room to grow alongside the business. If you want to do meaningful work without the bureaucracy of a large institution, you'll feel at home here.
The Role As Portfolio Manager, you'll be the trusted point of contact for a book of clients across mass affluent, HNW, and UHNW households. You'll manage portfolios on a fully discretionary basis, partner with the CIO office on investment strategy, and own the client experience end-to-end. This role reports to the CIO — you are not expected to bring a book of business.
What You'll Do Build deep, trust-based client relationships across mass affluent, HNW, and UHNW households Manage portfolios on a fully discretionary basis using active and passive strategies Own onboarding end-to-end, from discovery through account setup and first-year review Deliver clear portfolio reviews and proactive communication through market cycles Collaborate with the planning team to integrate financial planning into portfolio decisions Contribute to investment committee discussions and model development Maintain meticulous records in line with OSC and firm compliance standards What You Bring 3–5 years of experience in portfolio management, investment counsel, or a senior client-facing wealth management role (required) Licensed or eligible to be licensed as a Portfolio Manager with the OSC (required) CFA or CIM designation (required) Strong investment fundamentals across active and passive strategies Exceptional communication and empathy — you make complex ideas accessible and clients feel heard Entrepreneurial, collaborative, and detail-oriented Where You'll Work Liberty Village, Toronto (preference for two days in-office). Fully remote within Canada considered for the right candidate.
Growth Path A clear path to Senior Portfolio Manager and, ultimately, Partner. You'll have the mentorship, responsibility, and client exposure to get there.
Not the right fit? Search for Portfolio Manager jobs in Toronto, Ontario, Canada
About Oakbridge Search Partners
Oakbridge Search Partners was founded with a simple goal, to make the recruitment experience better for everyone involved. We focus on what matters most, building meaningful partnerships and creating lasting impact. Acting as a true extension of our clients’ teams, we take pride in understanding their goals and delivering results that count.
We believe in quality over quantity. Every search is approached with care, expertise, and a commitment to finding the right fit. By combining human insight with modern AI and recruitment technology, we strengthen every stage of the hiring process to ensure success for both organizations and candidates.
Our core focus is twofold: supporting clients looking to hire top talent across accounting, finance, operations, and wealth functions, from mid-level management through to executive leadership. Alongside this, we provide strategic consulting and coaching for HR and Talent functions, advising them on the latest advancements and trends in recruitment to help them build long-term success.
At Oakbridge Search Partners, everything we do is grounded in trust, collaboration, and a genuine desire to help our clients build exceptional teams.
Licensed Recruitment Operator: 0000014074
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About the role
Portfolio Manager Toronto
We are retained by a growing, independent wealth management firm in Toronto to identify a client-focused Portfolio Manager for a key role on their advisory team. Our client is a boutique, conflict-free firm, not tied to a bank or proprietary products. Delivering integrated financial planning and portfolio management with the kind of personal attention only a boutique can offer.
About the Firm Independent and in an exciting growth phase, this firm is built on a client-first philosophy. Every team member has real ownership over their work and room to grow alongside the business. If you want to do meaningful work without the bureaucracy of a large institution, you'll feel at home here.
The Role As Portfolio Manager, you'll be the trusted point of contact for a book of clients across mass affluent, HNW, and UHNW households. You'll manage portfolios on a fully discretionary basis, partner with the CIO office on investment strategy, and own the client experience end-to-end. This role reports to the CIO — you are not expected to bring a book of business.
What You'll Do Build deep, trust-based client relationships across mass affluent, HNW, and UHNW households Manage portfolios on a fully discretionary basis using active and passive strategies Own onboarding end-to-end, from discovery through account setup and first-year review Deliver clear portfolio reviews and proactive communication through market cycles Collaborate with the planning team to integrate financial planning into portfolio decisions Contribute to investment committee discussions and model development Maintain meticulous records in line with OSC and firm compliance standards What You Bring 3–5 years of experience in portfolio management, investment counsel, or a senior client-facing wealth management role (required) Licensed or eligible to be licensed as a Portfolio Manager with the OSC (required) CFA or CIM designation (required) Strong investment fundamentals across active and passive strategies Exceptional communication and empathy — you make complex ideas accessible and clients feel heard Entrepreneurial, collaborative, and detail-oriented Where You'll Work Liberty Village, Toronto (preference for two days in-office). Fully remote within Canada considered for the right candidate.
Growth Path A clear path to Senior Portfolio Manager and, ultimately, Partner. You'll have the mentorship, responsibility, and client exposure to get there.
Not the right fit? Search for Portfolio Manager jobs in Toronto, Ontario, Canada
About Oakbridge Search Partners
Oakbridge Search Partners was founded with a simple goal, to make the recruitment experience better for everyone involved. We focus on what matters most, building meaningful partnerships and creating lasting impact. Acting as a true extension of our clients’ teams, we take pride in understanding their goals and delivering results that count.
We believe in quality over quantity. Every search is approached with care, expertise, and a commitment to finding the right fit. By combining human insight with modern AI and recruitment technology, we strengthen every stage of the hiring process to ensure success for both organizations and candidates.
Our core focus is twofold: supporting clients looking to hire top talent across accounting, finance, operations, and wealth functions, from mid-level management through to executive leadership. Alongside this, we provide strategic consulting and coaching for HR and Talent functions, advising them on the latest advancements and trends in recruitment to help them build long-term success.
At Oakbridge Search Partners, everything we do is grounded in trust, collaboration, and a genuine desire to help our clients build exceptional teams.
Licensed Recruitment Operator: 0000014074