Senior Portfolio Manager

Senior Portfolio Manager (CIM) Canada | Hybrid/Remote Opal Corporate Connections is partnering with a growing boutique wealth management firm to recruit an experienced Senior Portfolio Manager (CIM). This opportunity is designed for an entrepreneurial investment professional who has built an established high-net-worth client base and is looking for a boutique environment that offers greater flexibility, personalized service, and the opportunity to continue growing their practice. Please note: This is not a succession opportunity. The successful candidate will be expected to bring and transition their own book of business, in accordance with all applicable regulatory and contractual obligations. Key Responsibilities Manage and grow your existing portfolio of high-net-worth clients. Develop customized investment strategies tailored to each client's financial goals and risk tolerance. Deliver exceptional client service while building long-term trusted relationships. Continue expanding your practice through business development and referrals. Collaborate with internal specialists to provide comprehensive wealth planning solutions. Ensure compliance with all regulatory and industry requirements. What You'll Bring Canadian Investment Manager (CIM) designation. Minimum of 8 years of portfolio management or discretionary investment management experience. An established book of high-net-worth clients that you are able to transition in accordance with all regulatory and contractual obligations. Demonstrated success in growing assets under management. Strong business development, relationship management, and client service skills. An entrepreneurial mindset with a passion for delivering exceptional client outcomes. Why Join Work with a respected boutique wealth management firm focused on personalized client service. Competitive compensation with significant earning potential. Flexibility to grow your own practice without the bureaucracy of a large institution. Collaborative culture with access to experienced wealth planning professionals. Administrative and operational support so you can focus on your clients. Opportunity to shape your future in a firm that values autonomy, relationships, and long-term success. Location Anywhere in Canada (Hybrid/Remote) If you're an experienced Portfolio Manager with an established high-net-worth client base and are looking for a boutique firm where you can continue growing your practice, we'd love to speak with you. Apply in confidence today or contact Opal Corporate Connections for a confidential discussion.

Manage and grow an existing portfolio of high-net-worth clients by developing customized investment strategies. Deliver exceptional client service and expand the practice through business development and collaboration with internal specialists.

Candidates must hold a Canadian Investment Manager (CIM) designation and have at least 8 years of portfolio management experience. An established book of high-net-worth clients that can be transitioned is required.

Identified from the job description. Confirm important requirements above.

• Portfolio Management
• Discretionary Investment Management
• Wealth Management
• Client Relationship Management
• Business Development
• Investment Strategy Development
• Financial Planning
• Regulatory Compliance
• High-Net-Worth Client Management
• Asset Management
• Canadian Investment Manager (CIM)

• Finance & Accounting
• Management & Leadership
• Consulting

Minimum education

Professional degree

Minimum experience

5+ years

Posting language

English

Working hours

40 hours per week

Seniority

Mid-Senior level

Application method

Direct apply is available