Description

Our client, a growing discretionary portfolio management firm, is seeking a relationship-driven Portfolio Manager – Client Relationship Manager to join their client-facing team. This is an exciting opportunity for an investment professional who enjoys building long-term client relationships, supporting business development, and delivering a high-touch wealth management experience in a collaborative and entrepreneurial environment. Permanent Opportunity!

Benefits & Perks

• Competitive compensation ($110K–$150K base + bonus)
• Fully remote opportunity (candidates must reside in Ontario or Alberta)
• Exposure to an experienced investment team and discretionary investment platform
• Opportunity for career growth within a growing entrepreneurial firm
• Collaborative, client-focused culture with strong leadership support

Responsibilities

• Support prospect meetings, investment presentations, and client follow-ups
• Lead the client onboarding process, including account documentation and compliance coordination
• Build and maintain strong relationships with high-net-worth clients
• Deliver exceptional, high-touch client service and ongoing portfolio support
• Partner closely with Portfolio Managers and internal teams to enhance the client experience
• Contribute to business development initiatives and support firm growth

Qualification

• CFA Level I completed or CIM designation required

• Registered as a Portfolio Manager (or eligible for registration)

• 5+ years of experience in wealth management, portfolio management, or client relationship management

• Strong understanding of discretionary portfolios, investment products, and Canadian regulatory requirements

• Experience working with high-net-worth clients in a fast-paced, client-focused environment

• Excellent communication, presentation, and interpersonal skills with a strong relationship-management mindset

At Aplin — together with our brands CompuStaff, Impact Recruitment, and Vantix Systems — we connect great people with great organizations across North America. We believe diverse teams build stronger companies, and we welcome applicants from all backgrounds, experiences, and perspectives. We use AI tools to assist in a fair and efficient matching process, helping our recruiters connect the right people with the right opportunities. To be considered, applicants must be legally entitled to work in Canada, including holding any required permits. Our recruitment services are always free for job seekers.

Skills

Type

Permanent

Experience Required/Mandatory Skills

Nice To Have Skills

Location

Ontario

Work Environment

Rate

CAD110000 - CAD150000 per annum