38 Portfolio Management jobs in Toronto

Winter Portfolio Management Internship/Co-op (8 months)

**The Opportunity**
Are you looking to launch your career in a caring, collaborative, values-driven workplace with inspiring teammates and leaders? Do you have the ambition and desire to be the best and thrive at the most impactful global insurance provider in the world? Look no further than Zurich Canada.
Zurich Canada is currently looking for a post-secondary student for a Portfolio Management focused Internship/Co-op position to provide support with various projects and tasks to support business initiatives.
You will work under direct supervision and perform requested tasks alongside experienced professionals. These opportunities are part of our internship program and are also open to Co-op students.
This Internship/Co-op role is a unique opportunity to build your knowledge and experience for the future in a supportive environment where your voice matters.
**This is an 8 month internship from January - August 2026.**
In this role you will:
- Develop reporting and analytics tools using a combination of Databricks, Excel, and PowerBI.
- Share key insights with senior stakeholders using visual tools like PowerPoint and PowerBI.
- Automate and streamline workflows; enhance underwriter's day-to-day workflow.
- Collaborate with colleagues to identify opportunities for process improvement and deliver practical solutions.
- Contribute to a positive team environment, supporting Zurich's commitment to creating a brighter future together.
You will learn:
- Insurance/Business fundamentals
- Organizational skills
- Presentation skills
- Collaboration skills
- Time management skills
- Relationship management skills
**Basic Qualifications**
- Currently enrolled in a university program and will be enrolled in the upcoming Fall Semester.
- Be legally eligible to work in Canada.
**Preferred Qualifications**
- Provide general project support.
- Support the daily business.
- Abiltiy to work individually or in a team and follow the instructions of their supervisor.
- In some cases, they will have to do field work and interact with customers or clients.
- Some interns may need to help the company with in-depth research and filing of records.
- In technical or specialised fields, interns need to participate in projects and follow deadlines.
- Perform other duties as assigned.
**Our Culture**
At Zurich, we are proud of our culture. We are passionate about Diversity, Inclusion, Equity and Belonging (DEIB). We want you to bring your whole self to work, and we want our employees to be reflective of the communities in which we live and work. Our DIEB initiatives are creating an environment where everyone feels welcome.
We have a collaborative culture where diversity of thought is valued. We value your input and strive to give our employees the tools they need to make an impact.
We care about our communities. Our communities are where our customers, people, and shareholders live and work. While we can be proud of the contribution to society Zurich makes through our core business of insurance, we must also give back to our communities through our talent, time and resources.
We have won numerous awards for our workplace culture. We are proud to be one of Greater Toronto's Top Employers and to have received Insurance Business Canada's 5-Star Diversity, Equity and Inclusion Award.
**Make a difference. Be challenged. Be inspired. Be supported. Love what you do. Work for us.**
**About Us**
Zurich Canada is part of the Zurich Insurance Group, a multi-line insurer with approximately 55,000 employees worldwide serving customers in global and local markets. Zurich Canada has been a leading insurance provider serving mid-sized and large companies, including multinational corporations, in the Canadian commercial market for 100 years. With over 550 employees in offices across the country, Zurich offers the global strength of a top insurance provider combined with in-depth knowledge of industries and local markets. Zurich Canada aspires to be risk management professionals' first choice as their premier partner to help meet the risk challenges of today and tomorrow. Read more at .
EOE Disability / Veterans

**Work Location:**
Toronto, Ontario, Canada
**Hours:**
37.5
**Line of Business:**
TD Wealth
**Pay Details:**
$160,000 - $190,000 CAD
This role is eligible for a discretionary variable compensation award that considers business and individual performance.
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
**Position Overview:** **TDAM and TD Epoch provide investors in Canada, the United States and around the world with a full suite of equity solutions that covers the spectrum of styles, regions and capitalization.** Client Portfolio Managers serve as investment team members dedicated to the needs of clients. The Lead of Equity Client Portfolio Management is a senior leadership role that serves as the voice of TDAM's equity platform and encompasses both internal and external responsibilities. Reporting to the Head of Client Portfolio Management, the position serves as a central source of knowledge and expertise for the range of equity strategies across TDAM and TD Epoch. The position will be critical in establishing and executing initiatives that support franchise growth and client service excellence.
The role acts as a critical link between portfolio management, distribution, legal and compliance, risk, and marketing teams. Successful candidates will require exceptional listening skills and the ability to comprehend the needs of the distribution teams on behalf of their clients. This role requires profound knowledge of global equity markets, including the risks and drivers affecting global equity returns, a deep understanding of various investment models, and the investment needs of a broad spectrum of investors and distribution channels, including retail and institutional. Attention to detail, a passion for developing colleagues and strong organizational skills are essential.
**Key Responsibilities:**
+ Lead a team of client portfolio managers, providing guidance and support to ensure high standards of quality and efficiency in the content delivered to clients and stakeholders.
+ Act as a primary liaison between portfolio management and distribution teams/business development teams to identify opportunities and lead the delivery of investment insights to clients.
+ Represent TDAM's equity investment teams in client, consultant and advisor meetings
+ Collaborate with distribution teams and equity heads to create strategies around the growth of equity franchises.
+ Work as part of Client Portfolio Management leadership team on delivery of a best in class CPM operating model
+ Represent TDAM's guiding principles, processes, performance/attribution, and portfolio positioning to both internal and external stakeholders
+ Serve as a representative of TDAM on topics related to financial markets and investment capabilities.
+ Communicate TDAM's competitive advantages effectively through client-facing activities, investment solution analysis, presentation design, and investment writing.
+ Maintain comprehensive knowledge of the competitor landscape and keep distribution teams informed of industry trends.
+ Collaborate with distribution, investment and product teams to identify trends and propose new strategies and products to internal and external stakeholders.
+ Act as a subject matter expert in the creation of communication content.
+ Provide updates on financial market performance, draft opinion pieces, maintain template presentation materials, and write quarterly portfolio commentaries.
+ Collaborate with fellow Client Portfolio Managers to ensure consistent and high standards of quality and efficiency in the content delivered to clients and stakeholders.
**Qualifications/Skills/Experience:**
+ CFA designation and/or Graduate Degree, along with a relevant undergraduate degree.
+ Minimum of 10 years' experience in capital markets (with at least 5 years in equities), preferably with experience viewing markets through a quantitative lens
+ Proven experience leading high-performance teams within the investment industry
+ Excellent communication and presentation skills, both verbal and written, with the ability to effectively convey complex solutions and influence stakeholders.
+ Strong analytical and problem-solving skills
+ Exceptional organizational skills, with the ability to manage multiple projects concurrently.
+ Strong business acumen and demonstrated ability to propel business growth
+ Proficiency in technology and its application in analytical and portfolio management settings
+ Self-starter with the ability to function with minimal supervision and work effectively both independently and collaboratively within a team environment.
+ Ability to thrive in a fast-paced, time-sensitive, and dynamic team environment.
+ Understanding of the needs across a broad range of client channels, including retail and institutional investors.
+ Acumen in identifying process improvements and developing compelling value propositions for investment strategies.
**4 days in the office required**
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more ( Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
**Language Requirement (Quebec only):**
Sans Objet
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

Job Description

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.