Location: Toronto, ON – On-site
Language: Fluent in English, both written and spoken
Background Check Requirement: References, credit check, and criminal background check required.

About the Opportunity
We are seeking a talented Portfolio Manager to join a growing financial services firm with a strong track record in independent wealth management. In this role, you will work closely with clients to understand their goals, develop tailored investment strategies, and help them achieve long-term financial success. You’ll be part of a collaborative, client-focused environment where relationship management and thoughtful financial planning are valued.

This opportunity is ideal for someone who thrives in a dynamic, people-centric environment. You will be the primary point of contact for clients, building trust and providing personalized guidance on investment decisions, retirement planning, and family financial strategies. You will also contribute to the growth of the firm by identifying new opportunities and supporting a small, high-performing team.

What’s In It for You
You will join a workplace that values collaboration, professional growth, and high-quality client service. You can expect mentorship from experienced leaders, exposure to a diverse portfolio of clients, and opportunities to develop expertise in investment strategy, retirement, and tax planning. The culture celebrates balance and recognizes high performance with rewards and recognition programs.

Responsibilities:

• Lead client relationships, serving as the primary point of contact for portfolios and providing proactive financial guidance.
• Assess each client’s goals, objectives, risk tolerance, and constraints to develop tailored investment strategies.
• Communicate investment philosophy and strategy, articulating insights on sectors and individual securities.
• Coordinate administrative aspects of client relationships to ensure high-quality and accurate service.
• Monitor competitors and industry trends to enhance client satisfaction and retention.
• Identify growth opportunities, cross-sell services, and support overall business development.

Qualifications:

• 5+ years of progressive experience, including 3+ years in a client-facing financial services role.
• University degree and CFA or CIM 
• Strong relationship management, communication, and influencing skills.
• Professional, self-sufficient, proactive, and collaborative team player.

Why Partner with Altis
If you’ve never worked with a staffing agency before, don’t worry we make it easy. You’ll still engage directly with the client while we handle the logistics, provide guidance, and keep you informed every step of the way. We’ll represent your strengths, guide you through each stage of the process, and ensure the experience feels personal and transparent.
We appreciate the time and effort all applicants invest in their submissions. Please note that only candidates shortlisted for this role will be contacted directly. However, your profile will remain under consideration for future opportunities that align with your experience and career goals.

All qualified applicants will receive fair consideration for employment. We welcome individuals of all backgrounds, experiences, and identities including those who identify as women, members of racialized groups, Indigenous Peoples, persons with disabilities, and 2SLGBTQIA+ communities. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions.

We use AI-assisted tools to help review applications. Our team provides human review and stays involved in every step of the hiring decision.

We appreciate the time and effort all applicants invest in their submissions. Please note that only candidates shortlisted for this role will be contacted directly. However, your profile will remain under consideration for future opportunities that align with your experience and career goals. All qualified applicants will receive fair consideration for employment. We welcome individuals of all backgrounds, experiences, and identities including those who identify as women, members of racialized groups, Indigenous Peoples, persons with disabilities, and 2SLGBTQIA+ communities. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions. Our human recruiters review all applications and always make the final hiring decision. On occasion, we also use AI-assisted tools to help review applications.