66 Portfolio Manager jobs in Canada

Job Description

About Worthland Consulting

Worthland Consulting Inc. is a premier recruitment agency based in Canada, specializing in connecting top-tier talent with groundbreaking opportunities in dynamic and fast-paced industries, including Web3 and digital assets. We help companies build exceptional teams by finding the right talent for specialized roles across investment management, trading, and emerging technologies.

Our client, a leading investment management firm, is looking for a Portfolio Manager to oversee and execute investment strategies across multiple asset classes, including traditional markets and digital assets. The ideal candidate will have a strong foundation in portfolio construction, risk management, and options trading—whether in traditional finance, digital assets, or both.
This role requires a professional with experience in portfolio management, investment strategy, and trading. The successful candidate will be responsible for managing client portfolios, optimizing asset allocation, and ensuring risk-adjusted returns in a rapidly evolving market environment.
To be eligible for this role, you must meet all regulatory requirements to be registered as an Advising Representative (AR) or Associate Advising Representative (AAR) under Canadian securities laws.

Key Responsibilities Portfolio & Investment Management

• Provide clients with regular performance updates, portfolio insights, and market analysis to support informed decision-making.
• Manage and oversee client investment portfolios, ensuring all allocations align with their risk tolerance, return objectives, and regulatory requirements.
• Perform in-depth research on macroeconomic trends, market movements, and financial instruments to develop well-informed investment strategies.
• Execute buying, selling, and portfolio rebalancing decisions to optimize risk-adjusted returns across different asset classes.
• Continuously monitor portfolio performance, compare against benchmarks, and implement tactical adjustments as needed.
• Maintain strong relationships with internal teams, external partners, and investors to ensure smooth portfolio execution and strategic alignment.

Trading & Market Execution

• Ensure trade execution accuracy by verifying profit and loss (P&L) calculations, trade capture details, and valuation processes.
• Monitor options markets, liquidity conditions, and market inefficiencies to capitalize on profitable opportunities.
• Implement data-driven trading strategies using quantitative analysis, financial modeling, and market signals.
• Utilize automation tools and APIs to enhance trading efficiency and improve execution quality.
• Oversee options trading strategies across multiple asset classes, including equities, fixed income, and alternatives.
• Crypto market experience is not required but is considered a plus, whether professional or personal.

Risk & Compliance

• Ensure investment decisions adhere to client agreements, risk management guidelines, and regulatory frameworks.
• Monitor evolving industry regulations and economic developments to ensure compliance and optimize investment positioning.
• Implement robust portfolio risk management measures to maintain compliance with internal policies and external oversight.
• Work closely with legal, compliance, and regulatory teams to support audits, filings, and reporting requirements.

Qualifications

• Bachelor’s degree in Finance, Economics, or a related discipline; CFA or CFP certification is an asset.
• Minimum of 5 years of experience in portfolio management, trading, or investment strategy execution.
• Must meet all regulatory requirements to be registered as an Advising Representative (AR) or Associate Advising Representative (AAR) under Canadian securities laws.
• Proficiency in Python and API-based trading tools is a must have
• Strong proficiency in quantitative research, market analysis, and investment decision-making.
• Demonstrated ability to manage multi-asset portfolios, balancing risk and return across different financial instruments.
• Experience with options trading and risk mitigation strategies across various market products, including equities and fixed income.
• Strong problem-solving and analytical skills, with the ability to assess complex financial scenarios and optimize investment strategies.
• Excellent organizational and communication skills, with the ability to present ideas clearly to stakeholders and clients.
• Familiarity with digital assets and blockchain technology is valued but not required.
• Ability to operate in a fast-paced, high-performance investment environment, managing multiple priorities simultaneously.

Why Join?

• Join a highly skilled investment team managing cutting-edge portfolios.
• Gain exposure to diverse asset classes, from traditional finance to digital assets.
• Work in a fast-growing investment firm that values innovation and data-driven decision-making.
• Competitive compensation and strong career growth potential.

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

Description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. 

We are currently seeking a Wealth Advisor & Portfolio Manager to join our team. You will primarily be providing financial advice to our clients.  We have an amazing work culture that is collaborative and supportive with lots of opportunity to grow.

WHAT YOU WILL DO

• Delivering investment advice to our clients through phone, email, and chat
• Collaborating with team members to coordinate and improve delivery of investment and financial advice
• Contributing to various initiatives

• At least 3 years of experience providing investment advice
• CFA or CIM designation required
• CFP is an asset
• Ability to be registered as an Advising Representative under section 3.11 NI 31-103
• Thrive in a dynamic work environment
• Proficient with technology and have a basic understanding of Microsoft Office

Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI. 

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER  

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Paid time off for Volunteering 

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747.