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Publié il y a 16 jours

Senior Portfolio Manager

@ Opal Corporate Connections

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Canada

Temps plein8+ ans d’expérience
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SIGNAUX

En bref

OPAL Corporate Connections is recruiting a Senior Portfolio Manager (CIM) for a boutique wealth management firm. The role manages and grows an existing high-net-worth client book that the candidate must bring and transition. The position is full-time, hybrid or remote anywhere in Canada.

Responsabilités :

  • Manage and grow existing high-net-worth client portfolio
  • Develop customized investment strategies
  • Deliver client service and build long-term relationships
  • Expand practice through business development and referrals
  • Collaborate with internal specialists on wealth planning

Résumé des exigences :

  • CIM designation
  • Minimum 8 years portfolio or discretionary management experience
  • Established high-net-worth client book to transition
  • Demonstrated success growing assets under management
  • Strong business development and relationship skills
  • Entrepreneurial mindset

Outils et compétences

CIMClient relationship management
Source et dates

Type de source non vérifié · apify-linkedin

Date publiée par l’employeur
2026-10-27
Première détection par notre source
2026-11-11
Mise à jour du dossier source
2026-11-11

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauSenior
DomaineDéveloppement des affaires
Expérience8 an(s) et plus
Heures par semaine40 (estimé)
Milieu de travailDomicile, Bureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
Permis et certificationsCIM

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

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Opal Corporate Connections

Profil d’entreprise sauvegardé

Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.

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Description complète de l’entreprise

We have over 20 years of experience in Bilingual Recruitment, from entry level roles to executive searches across Canada. Nous avons plus de 20 ans d'expérience en recrutement bilingue, du niveau d'entrée aux recherches de cadres à travers le Canada.

Abonnés LinkedIn
7 505
Personnes associées sur LinkedIn
1
Bureaux déclarés
  • 36 Toronto St, 850, Toronto, Ontario M5C 2C5, CA
  • Greater Ottawa Region, Ontario, CA
Autres noms enregistrés
  • Opal Corporate Connections
  • OPAL Corporate Connections
Spécialités
  • Bilingual Recruitment
  • Finance
  • Insurance
  • Executive
  • Recruitment
  • Medical
  • Bilingual
  • Direct Recruitment
  • Francophonie
  • Non-Profit
  • and Legal
Le profil indique une agence de recrutement
Oui
Toutes ses offres Site Web

We have over 20 years of experience in Bilingual Recruitment, from entry level roles to executive searches across Canada. Nous avons plus de 20 ans d'expérience en recrutement bilingue, du niveau d'entrée aux recherches de cadres à travers le Canada.

ChampValeur
SecteurStaffing and Recruiting
Taille2-10 employees
Siège socialToronto, Ontario
Type d’organisationPrivately Held
Fondée en2021
SpécialitésBilingual RecruitmentFinanceInsuranceExecutiveRecruitmentMedicalBilingualDirect RecruitmentFrancophonieNon-Profit
Offres sur Jobsy10
LinkedInVoir la page
Description

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.

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