Portfolio Manager
Top Benefits
About the role
Portfolio Manager – Client Relationship Management Wealth Management | North York, Toronto (Hybrid – 4 days in-office)
About the Opportunity Our client is a well-established, independent wealth management firm with over 20 years in the industry and $1B+ in AUM, and they're growing. As part of a strategic transformation, they're looking for a Portfolio Manager who leads with relationships first. This is a high-visibility, client-facing role where you'll serve as the primary point of contact for a private clientele and play a direct role in the firm's continued expansion.
What You'll Do Build and manage trusted, long-term relationships with existing and prospective high-net-worth clients Assess each client's goals, risk tolerance, and constraints to develop tailored investment strategies Clearly articulate the firm's investment philosophy, sector views, and individual security thesis Lead client-facing conversations around value-added services including retirement, tax, and family financial planning Identify cross-sell, upsell, and new business development opportunities Oversee KYC and suitability obligations within a rigorous compliance culture Manage the day-to-day operations of a small client service team Monitor competitive activity and proactively respond to client retention risk
What You Bring Registered Advising Representative with a provincial Securities Commission — required Completion of the Canadian Securities Course — required CFA designation — strongly preferred CFP or equivalent financial planning credentials — asset 5+ years of experience in investment management, with at least 3 years in a client-facing capacity Strong understanding of capital markets, suitability determinations, and KYP requirements Exceptional interpersonal, communication, and influencing skills Self-starter who thrives in a fast-paced environment while also being a genuine team player University degree
The Offer Competitive compensation package Full group benefits (life, health, dental) — premiums 100% employer-paid after 3 months Transit reimbursement program for commuters Recognition and rewards culture
Location: Near Yonge & Sheppard, North York — hybrid schedule (1 day remote, 4 days in-office)
Not the right fit? Search for Portfolio Manager jobs in North York, 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
Similar Jobs
Portfolio Manager
Top Benefits
About the role
Portfolio Manager – Client Relationship Management Wealth Management | North York, Toronto (Hybrid – 4 days in-office)
About the Opportunity Our client is a well-established, independent wealth management firm with over 20 years in the industry and $1B+ in AUM, and they're growing. As part of a strategic transformation, they're looking for a Portfolio Manager who leads with relationships first. This is a high-visibility, client-facing role where you'll serve as the primary point of contact for a private clientele and play a direct role in the firm's continued expansion.
What You'll Do Build and manage trusted, long-term relationships with existing and prospective high-net-worth clients Assess each client's goals, risk tolerance, and constraints to develop tailored investment strategies Clearly articulate the firm's investment philosophy, sector views, and individual security thesis Lead client-facing conversations around value-added services including retirement, tax, and family financial planning Identify cross-sell, upsell, and new business development opportunities Oversee KYC and suitability obligations within a rigorous compliance culture Manage the day-to-day operations of a small client service team Monitor competitive activity and proactively respond to client retention risk
What You Bring Registered Advising Representative with a provincial Securities Commission — required Completion of the Canadian Securities Course — required CFA designation — strongly preferred CFP or equivalent financial planning credentials — asset 5+ years of experience in investment management, with at least 3 years in a client-facing capacity Strong understanding of capital markets, suitability determinations, and KYP requirements Exceptional interpersonal, communication, and influencing skills Self-starter who thrives in a fast-paced environment while also being a genuine team player University degree
The Offer Competitive compensation package Full group benefits (life, health, dental) — premiums 100% employer-paid after 3 months Transit reimbursement program for commuters Recognition and rewards culture
Location: Near Yonge & Sheppard, North York — hybrid schedule (1 day remote, 4 days in-office)
Not the right fit? Search for Portfolio Manager jobs in North York, 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