16 Portfolio Management jobs in Mississauga

Job Description

About Us 

At Rodan Energy, our mission is Making Sustainable, Attainable. We’re a leading North American energy services company delivering innovative solutions that help clients reduce energy costs and greenhouse gas emissions, support electrification, and enhance grid efficiency. With over 20 years of expertise, we are trusted by North America’s largest energy users, power producers, and utilities. 

Why Join Rodan 

• Thriving Industry: Be part of a rapidly growing sector at the forefront of innovation and sustainability. 

• Product-Market Fit: 98% client retention and consistent year-over-year growth. 

• Top Talent & Strong Culture: Collaborate with high-performing, passionate individuals committed to excellence and sustainability. 

What’s Great About This Role 

• High Impact & Visibility: Access Rodan’s business data to uncover insights, identify trends, and influence strategic decisions. 

• Build & Shape: Create processes, systems, and develop a small team  

• Strategic FP&A Focus: Support internal business decisions and sustainable growth—not investor reporting. 

Key Responsibilities 

• Partner with operations project leads to develop budgets, track actuals, and report on profitability 

• Lead the execution of annual corporate budgeting process: 

• Design templates, coordinate and review inputs  

• Perform detailed review, analysis and validation with business leaders 

• Consolidate, revise and report to internal and external stakeholders 

• Administer Journyx (employee time/project tracking) and support ERP/financial system implementation: 

• Setup and maintain systems 

• Optimize functionality and deliver reports and analysis  

• Complete testing and train other users 

• Own and enhance costing and pricing tools in collaboration with sales and operations (e.g., labour rate sheets, pricing models) 

• Deliver financial insights through review of actual results against project and corporate budgets; identify trends and take initiative to drive improvements in business decisions and processes 

• Complete ad-hoc analysis such as pricing  and profitability reviews, break-even assessments and ROI calculations 

• Refine KPIs, automate dashboards, and interpret results  

• Support forecasting for P&L and cash flow 

• Develop processes to assess service line profitability, including corporate cost allocations 

• Lead one direct report, with potential for team expansion 

Qualifications 

Education 

• Undergraduate degree in business with a focus on finance or accounting 

Experience 

• 5–10 years in FP&A roles with a track record of high performance and advancement 

Technical Skills:  

• Experience as a system administrator or super user, including with system upgrades and implementations. Exposure to the following are an asset: 

• Salesforce 

• Quickbooks 

• Journyx 

• Power Query, Power BI 

• Experience with a variety of approaches for FP&A analysis, including financial modeling, project costing, ROI analysis 

• Intermediate to advanced Excel skills 

Credentials 

• CPA or CFA preferred (not required) 

Competencies 

• Strong communicator within finance and across functions 

• Structured and process-oriented 

• Highly organized 

• Systems thinker 

• Experienced in supervising small teams 

Rodan Benefits 

• Competitive salary and bonus 

• Profit sharing 

• Comprehensive health benefits package 

• Group RRSP with employer matching 

Apply Now 

If you’re passionate about innovation and driving growth in a rapidly evolving industry, we want to hear from you. 

Please note: A criminal background check will be conducted as part of our hiring process. 

Referral Bonus : Know someone who would be a great fit? We’re offering a $2,500 referral bonus for successful referrals that lead to a hire for this role - connect with Allan Gomes at   

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Job Description

Salary:

Ontario Portfolio Manager
Location: Mississauga, ON
Reports to: Vice President, Eastern Canada

About the Company

Charton Hobbs (CH) is a well established, highly reputable national wine, spirits, sales, and marketing agency selling such brands as Moet Hennessy, Luxardo, Perrin and many other premium brands. Our team is expanding, and we are looking for driven team players.

About the Role
We are seeking a dynamic Portfolio Manager to drive brand development and market growth for an extensive portfolio of wine and spirit brands. Based in Mississauga and reporting directly to the Vice President, you will be a key player in shaping brand strategies, managing supplier relationships, and executing promotional programs to elevate our presence in the Ontario market.

Key Responsibilities

• Strategic Planning: Develop and manage brand plans, forecasts, and budgets to support the growth of our portfolio.
• Marketing Execution: Create and present strategic marketing plans to drive product portfolio growth, including traditional and digital advertising, retail promotions, and on-trade brand experiences.
• Supplier Management: Collaborate with suppliers to analyze brand performance, and develop innovative promotional programs, ensuring all initiatives are tracked for effectiveness and budget compliance.
• Market Insight: Stay ahead of market trends and competitive landscapes to proactively adjust strategies and drive brand success.
• Cross-Functional Collaboration: Work closely with internal teams and customers to align regional plans with national brand strategies, including pricing, promotion, consumer communication, and more.
• B2B and B2C Strategy: Lead the development of robust B2B and B2C strategies for the wine and spirit portfolio to attract and engage new customers.
  
  

Qualifications

• Industry Experience: Proven track record in brand management within the beverage alcohol industry, with a strong passion for wine and spirits.
• Skills: Expertise in strategic marketing, communication, forecasting, and planning. Proficiency in digital marketing, social media, and both traditional and digital advertising.
• Analytical & Problem-Solving: Strong analytical skills with a hands-on, team-oriented approach.
• Education: Bachelors degree in a business-related field.
• Technical Proficiency: Advanced skills in Microsoft Office, particularly Excel and PowerPoint.
• Certifications: WSET Level 2 or 3 preferred.
• Experience: Minimum 3 years in a strategic sales or marketing role.
  
  

What We Offer

• Competitive salary with incentive bonus and benefits.
• Coverage of business-related expenses.
• An opportunity to make a significant impact within a leading wine and spirits portfolio.
  
  

How to Apply
If youre passionate about wine and spirits and have a track record of strategic marketing success, wed love to hear from you! Please send your resume and cover letter today.

The above information is representative of the work performed in this position, however it is not all-inclusive. The omission of a specific duty or responsibility does not exclude it from the position if the work is similar or related to the essential duties and responsibilities.

Charton Hobbs is an equal opportunity employer and welcomes candidates from diverse backgrounds to apply. We thank all applicants for their interest, however, only those selected for an interview will be contacted.

Job Description

At Maple Ridge Community Management, An Associa® Company, serving others is our calling. We are passionate about our services, and we live for our customers. We offer rewarding opportunities for individuals of all backgrounds and levels of experience. Maple Ridge Community Management has been proudly serving the condominium industry since 1984. MRCM is ACMO 2000 certified and was also named the ACMO 2009 Corporate Member of the Year. If you hold high the value of family spirit, and strive to push the envelope with great customer service, you just might belong on our team.

Requirements

We are currently seeking a portfolio manager for the West GTA

As a Property Manager you will be responsible for the relationship management with our clients, handle day-to-day operational, maintenance, administrative, and financial management for the properties within your portfolio. Responsibilities of this position may include, but are not limited to:

Managing a portfolio of residential and/or commercial properties.

Prioritizing and conducting the business and projects generated by the portfolio in a timely manner.

Managing projects, emergencies, contracts and contractors as generated by the portfolio in a timely manner.

Creating meeting agendas, conducting meetings (some evening meetings required), and following up with accurate minutes.

Administering financial matters of the portfolio including budgeting, analyzing expenses, and reviewing and coding invoices.

The ideal candidate will have:

As a successful Condominium Property Manager, you must have advanced knowledge in the following categories:

Condominium Act

Experience in Condominiums – 3 years’ experience

Reciprocal and Shared Agreements – 2 years’ experience

Financial and Budgetary Management

Insurance

Resident and Board of Director Relations

Property Inspection and Board Meeting Expectations

Excellent organizational and time management skills

Proficiency with Microsoft applications, especially Word, Excel and Outlook

Ability to read, analyze, and interpret technical procedures, bylaws, statutes and regulations.

Must have Condominium Management General or Limited License.

Benefits

• Competitive Salary & Comprehensive Benefits Package, including extended medical and dental benefits.
• Paid vacation, office holidays, personal, and sick leave.

We thank all applicants in advance; however, only those candidates chosen for an interview will be contacted. Associa is an equal opportunity employer, and as such, does not discriminate in hiring or terms and conditions of employment on the basis of an individual’s race, ancestry, color, place of origin, religion, gender, gender identity, citizenship, age, sexual orientation, disability, national origin, family status, marital status or any other or any other characteristic protected by applicable laws. Selection decisions are solely based on job-related factors.

In accordance with the Accessibility for Ontarians with Disabilities Act, 2005 (AODA) and the Ontario Human Rights Code, MRCM will provide accommodations throughout the recruitment and selection process to applicants with disabilities when requested.

Job Description

Requirements

At Maple Ridge Community Management, An Associa® Company, serving others is our calling. We are passionate about our services, and we live for our customers. We offer rewarding opportunities for individuals of all backgrounds and levels of experience. Maple Ridge Community Management has been proudly serving the condominium industry since 1984. MRCM is ACMO 2000 certified and was also named the ACMO 2009 Corporate Member of the Year. If you hold high the value of family spirit, and strive to push the envelope with great customer service, you just might belong on our team.

We are currently seeking a portfolio manager for the West GTA

As a Property Manager you will be responsible for the relationship management with our clients, handle day-to-day operational, maintenance, administrative, and financial management for the properties within your portfolio. Responsibilities of this position may include, but are not limited to:

Managing a portfolio of residential and/or commercial properties.

Prioritizing and conducting the business and projects generated by the portfolio in a timely manner.

Managing projects, emergencies, contracts and contractors as generated by the portfolio in a timely manner.

Creating meeting agendas, conducting meetings (some evening meetings required), and following up with accurate minutes.

Administering financial matters of the portfolio including budgeting, analyzing expenses, and reviewing and coding invoices.

The ideal candidate will have:

As a successful Condominium Property Manager, you must have advanced knowledge in the following categories:

Condominium Act

Experience in Condominiums – 3 years’ experience

Reciprocal and Shared Agreements – 2 years’ experience

Financial and Budgetary Management

Insurance

Resident and Board of Director Relations

Property Inspection and Board Meeting Expectations

Excellent organizational and time management skills

Proficiency with Microsoft applications, especially Word, Excel and Outlook

Ability to read, analyze, and interpret technical procedures, bylaws, statutes and regulations.

Must have Condominium Management General or Limited License.

Benefits

• Competitive Salary & Comprehensive Benefits Package, including extended medical and dental benefits.
• Paid vacation, office holidays,personal, and sick leave.

We thank all applicants in advance; however, only those candidates chosen for an interview will be contacted. Associa is an equal opportunity employer, and as such, does not discriminate in hiring or terms and conditions of employment on the basis of an individual’s race, ancestry, color, place of origin, religion, gender, gender identity, citizenship, age, sexual orientation, disability, national origin, family status, marital status or any other or any other characteristic protected by applicable laws. Selection decisions are solely based on job-related factors.

In accordance with the Accessibility for Ontarians with Disabilities Act, 2005 (AODA) and the Ontario Human Rights Code , MRCM will provide accommodations throughout the recruitment and selection process to applicants with disabilities when requested.

Job Description

Salary:

PORTFOLIO MANAGER, Successful Investor Wealth Management Inc.

We are an established wealth management and investment publishing firm with 25+ years experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing. Successful Investor Wealth Management (SIWM) is currently seeking a Portfolio Manager who specializes in Client Relationship Management.

We are transforming our business and experiencing significant growth and as a result SIWM is looking for an investment professional with strong relationship management skills who will provide high quality service to clients and contribute to the continued growth of the organization.

With the objective of growing and diversifying the client base, the ideal candidate will have a solid understanding of capital markets and be able to articulate SIWMs investment process and philosophy. Conducting a thorough assessment of each clients goals, objectives, and risk tolerance from which an appropriate investment strategy is developed is key to the role. As the organization puts more emphasis on value-added services such as retirement planning, tax and family financial planning, a high level of comfort with these value-added services will be important.

To achieve the above-mentioned goals, the candidate will be the primary point of contact on most portfolios. The selected candidate will have excellent interpersonal skills that will allow quick building of strong bonds of trust with SIWMs private clientele. The candidate will be self-sustaining, self-sufficient, and proactive but at the same time a team player able to evolve in a collegial environment and foster collaboration.

KEY RESPONSIBILITIES

• Develop a relationship of trust with existing and future clients of SIWM and be their primary point of contact.
• Manage, maintain, and enhance SIWMs relationships with its clients.
• Thoroughly assess each clients unique circumstances, goals, objectives, risk tolerances and constraint.
• Effectively communicate SIWMs investment philosophy and strategy as well as understanding and articulating our investment thesis on a sector and individual security basis.
• Coordinate and oversee the administrative aspects of the client relationship and ensure high quality and accuracy of information.
• Responsible for Know Your Client and suitability issues.
• Conduct all activities within a best-in-class culture of compliance and service.
• Seek opportunities to cross-sell or upsell to existing clients.
• Grow the business by identifying new sales and business development opportunities.
• Monitor and assess the activities of our competitors to proactively satisfy and retain our clients.
• Provide excellent service to maintain a positive reputation for the business.
• Resolve any client complaints promptly and professionally.
• Communicate with clients who express a desire to transfer their assets out to understand their reasons and make every effort to retain their valued business.
• Participate in and contribute to SIWMs overall growth and strategic vision as well as building the firm brand.
• Accomplish department objectives.
• Planning and evaluating department activities.
• Manage daily operations of a small customer service team.

REQUIREMENTS (Qualifications, Experience & Skills)

• University Degree.
• Completion of the Canadian Securities Course required.
• Registered with Securities Commissions as a Portfolio Manager (Advising Representative); CFA preferred.
• Experience with suitability determinations for clients and know-your-product analysis.
• 5 years experience with at least 3 years in a client-facing role.
• The Certified Financial Planner designation or similar credentials would be an asset.
• Ability to build, foster and maintain positive professional relationships.
• Devotion to high-quality customer service.
• A team player with excellent communication skills, computer proficiency and high level of professionalism.
• Be able to meet targets and handle a high-pressure environment.
• Strong relationship management skills.
• Excellent influencing skills.

Located near Yonge St. and Sheppard Ave. in North York, Toronto. We are seeking a dynamic and adaptable team member who can thrive in a fast-paced work environment to achieve our goals.

Pre-employment work references, credit and criminal background checks are required.

Successful Investor Wealth Management Inc. welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Job Description

Company Description

Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. 

Strategy & Management Consulting 

Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy.   

Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems.  Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment. 

Consulting Skills   

• Client delivery as part of an on-site or remote project team   

• Demonstrate the capacity to plan assigned work and identify priorities/interesting parties of the project/assignment, conducts regular points of progress  

• Present complex ideas, critical points and decisions required to team members and client contacts, including middle and top management   

• Manage, organize and prioritize work activities & assignments to achieve deadlines while communicating effectively with clients, internal stakeholders and leadership   

• Perform simple and complex research and business analysis to solve for customer business challenges/issues to present unique, tailored solutions utilizing both quantitative and qualitative data   

• Utilize higher-level methodological concepts to prepare client deliverables utilizing tools like PowerPoint, Excel, Access, MS Project and Visio, designing key deliverables for projects and supporting other consultants in the production of their deliverables   

• Collaborate with internal and client project team members, and contribute to internal communications and readiness activity within the program team and with client groups  

• Provide status reporting of progress, dependencies, issues, risks and overall program health   

• Responsible for the work streams of a complex project and takes the lead on simple projects   

• Maintain program sites as a repository for all project information  

Business Expertise Skills  

• Support practice, thought leadership, and people development activities firmwide  

• Cultivate knowledge related to a specific business challenge, issue, or deepen understanding within a sector and function domain  

• Share experiences related to business issues and demonstrate a capacity for knowledge transfer amongst peers and junior staff   

• Help contribute and support Sia’s growing U.S. Wealth & Asset Management practice 

• Be a great teammate 

Business Development Skills   

• Write business proposals and presentations autonomously   

• Detect, trace, and qualify business opportunities   

• Relay information relevant to new business activities and prospects to manager, team, and business unit/line leaders  

People Management Skills  

• Supervise a project team internally and on client assignment  

• Embody the firm’s values of excellence, entrepreneurship, innovation, teamwork, care and support, and employee wellbeing into their management style  

• Bachelor’s degree required preferably in a Business or related field  

• 6+ years of recent client-facing management consulting experience (FS background preferred) 

• Leadership and mentorship experience

• Moderate knowledge and skill in consumer banking and payments  

• Trained to moderate knowledge and skill in project management 

• Experience supporting client interview sessions - taking accurate notes, providing meeting minutes, scheduling client meetings, etc. 

• Experience supporting the construction of executive presentations 

• Proven communication, interpersonal, and organizational skills 

• Act as a supportive team player who actively develops relationships and is eager to share knowledge with colleagues and our clients 

• Flexibility in approach and a willingness to adapt quickly and take initiative when working in unstructured environments with limited supervision 

• An ability to transform your domain knowledge and project experiences into published content for Sia Partners Insights 

ADDITIONAL INFORMATION  

All your information will be kept confidential according to EEO guidelines. 

Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.  

Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. 

Job Description

About Us

Are you ready to move distribution forward?

Solutions 2 GO is a premier global distributor of video game products. With operations reaching 19 countries in North, Central and South America, and partnerships that further extend to Europe, Africa, Australia and Asia, Solutions 2 GO represents all publishers in the Canadian market, offers coast-to-coast distribution in the USA and is the exclusive distribution partner for Sony PlayStation in Latin America. Our leadership, processes and partnerships have earned us a reputation as the premier provider of flexible, dynamic distribution solutions for publishers, manufacturers and retailers around the world.

We are a remarkable team that delivers remarkable results. Our people help move Solutions 2 GO forward every day, through a shared commitment across every facet of our business. At Solutions 2 GO, we are moving distribution forward. If you are an achiever who is relentless in ensuring that we achieve business results and create a great company culture while doing it, then we’re looking for you!

Scope:

The Manager, Financial Planning & Analysis will play a key role to support organization’s planning, forecasting and analysis activities for a mid-size multinational company. This position reports directly to the VP, Financial Planning & Analysis, but is required to interface closely with all managers and senior management, both in Finance and in the Business.

Duties & Responsibilities:

• Financial reporting and analysis activities including period and quarterly reporting of balance sheets, income statements and cash flows for both performance and non-performance entities, including but not limited to, the consolidated financial statement and notes, annual report, etc.
• Coordination and preparation of the yearly budgets for all legal entities.
• Coordination and preparation of monthly and quarterly forecasts.
• Lead monthly reporting & consolidation process.
• Leverage new analysis and presentation tools to simplify the presentation of complex information.
• Coordinate, prepare and review management and cost-centre reporting.
• Establish relationships and communicate effectively with persons across a variety of departments, at all levels within the organization.
• Provide insightful interpretation of key business drivers underlying the business results, highlight key issues and make appropriate recommendations where required.
• Actively contribute as a member of the Finance team and ensure ongoing communication with the broader Finance management team on the status / progress of projects and issues / points of interest that are relevant to the team / individuals.
• Provide timely and constructive development feedback including holding regular 1:1s and team meetings, and preparation and delivery of mid-year and year-end performance evaluations.
• Perform other ad-hoc financial, accounting, and capital analysis as required.

Skills & Qualifications:

• 5-7 years of financial management (minimum 3 years post qualification management experience).
• Bilingual Spanish is an asset.
• University degree and Accounting designation required, MBA an asset.
• Strong accounting, control and audit skills.
• Advanced computer skills with an ability to manipulate large data sets in Excel.
• Experience developing high quality executive level reporting packages.
• Ability to handle a multi-currency environment.
• Strong hands-on leadership skills and attention to detail.
• Excellent communication skills.
• Experience managing a small team.

The successful candidate will receive a conditional offer, contingent upon the successful completion of a background check conducted by our contracted third-party vendor. The specific clearance requirements vary by position and may include one or more of the following: criminal background check, credit check, employment verification, education verification, and driver’s abstract review. If you have any questions along the way, please do not hesitate to ask.

Solutions 2 GO Inc. is an equal opportunity employer. Accommodations are available on request for candidates taking part in all aspects of the selection process.

For more information on Solutions 2 GO Inc., please visit our website at: