Associate Portfolio Manager (Hybrid) – Shape Investment Strategies for Affluent and Corporate Clients

CMA Recruiting is pleased to partner with a distinguished boutique investment firm in Mississauga, ON, renowned for its personalized approach and unwavering commitment to exceptional client service. We are seeking a highly motivated and experienced Associate Portfolio Manager to join their dynamic team.

This position presents a unique opportunity to contribute to the strategic management of sophisticated investment portfolios, collaborate with a diverse clientele, and enhance the continued success of an esteemed firm.

Key Responsibilities

• Client Relationship Management – Serve as a primary point of contact for affluent and corporate clients, fostering long-term relationships through strategic financial guidance and proactive engagement.

• Investment Strategy & Analysis – Conduct in-depth financial analysis, market research, and due diligence to support the Portfolio Manager's strategic investment recommendations.

• Portfolio Performance Optimization – Monitor portfolio performance, ensuring alignment with benchmarks and client objectives, while proactively recommending strategic adjustments to enhance returns and mitigate risk.

• Client Presentations & Communication – Develop and deliver professional presentations tailored to the specific needs of high-net-worth and corporate clients, articulating complex financial concepts with clarity.

• Cross-Functional Collaboration – Work closely with internal specialists in financial planning, tax, and estate planning to deliver comprehensive wealth management solutions.

• Regulatory Compliance & Ethical Standards – Ensure adherence to all regulatory requirements, compliance policies, and ethical standards, maintaining the firm’s integrity and protecting client interests.

• Financial Planning Support – Utilize Conquest software to develop and implement financial plans, aligning with client objectives and long-term strategies.

• Trade Execution & Portfolio Rebalancing – Oversee mandate allocations and execute trades with precision to manage cash flow, facilitate new client onboarding, and rebalance portfolios.

• Market & Economic Monitoring – Stay informed of financial market trends, economic developments, and regulatory changes to provide timely and informed recommendations.

Qualifications & Competencies

• Education – Bachelor’s degree in Finance, Economics, Business Administration, or a related discipline.

• Professional Designations – CFA or CIM designation is required; CFP, QAFP, or PFP credentials are preferred.

• Experience –

• Minimum of 7 years in investment management, financial analysis, or a related field, with a demonstrated focus on serving affluent and corporate clients.

• Registration as an Associate Portfolio Manager or Portfolio Manager is mandatory.

• Familiarity with the National Bank Independent Network (NBIN) custodial platform is considered an asset.

• Technical Proficiency –

• Advanced proficiency in Microsoft Excel for financial modeling and data analysis.

• Experience utilizing YCharts for investment research.

• Proficiency in Conquest financial planning software.

• Soft Skills & Attributes –

• Strong communication and presentation skills, with the ability to convey complex financial concepts with clarity and professionalism.

• Proven ability to cultivate and maintain high-value client relationships.

• Highly organized, detail-oriented, and adept at managing multiple priorities in a fast-paced environment.

• A collaborative and proactive approach, coupled with a commitment to integrity and excellence.

Why Join This Firm?

• Competitive Compensation & Benefits – Enjoy a comprehensive package, including three weeks of vacation, three personal/sick days, and a Healthcare Spending Account (HSA).

• Hybrid Work Model – Benefit from a flexible work arrangement (three days in-office) following a three-month probationary period.

• Reputable & Supportive Culture – Work within a collaborative and innovative environment that prioritizes excellence and a client-first philosophy.

• Meaningful Impact – Play an instrumental role in shaping the financial futures of affluent individuals and corporate clients, driving long-term financial success.

Application Process

If you are an accomplished investment professional eager to advance your career, we invite you to apply for this exceptional opportunity. Join a firm that values expertise, strategic thinking, and a client-centric approach.