53 Portfolio Manager jobs in Mississauga

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

Salary:

Portfolio Manager

REV Capital is looking for a Portfolio Manager to join our growing team! The Portfolio Manager will manage accounts receivable portfolios while ensuring compliance with company policies and procedures. Reporting to the Collections department, the Portfolio Manager will work with cross-functional teams to spot early warning signs of credit deterioration and minimize manageable losses.

About REV Capital:

Cashflow restrictions are a universal challenge for B2B business owners.At REV Capital, the leading North American provider of full-service factoring, we help our clients bridge that gap and grow sustainably.

How does invoice factoring work?

A business sells its unpaid invoices to a third-party company (known as a factor) at a discounted rate, receiving up to 98% of their invoice value immediately. The factor then handles collections and underwriting, so the business owner no longer needs to worry about net terms or chasing payments from their customers.

The result? Business owners can reinvest time and cashflow into their operations, helping them grow, stay competitive, and become industry leaders.

Want to learn more about the value of factoring? Heres a practical breakdown by Loren, our CEO.

Our team at REV is passionate about helping others. We embrace diversity and inclusivity, offering a flexible environment where professional and personal growth happens just like with the hundreds of clients we support daily.

Ready to make an impact?Lets explore the difference you can make on our team!

About You:

You are a problem solver who finds joy in the details and are results oriented. You remain cool, calm, and collected in a fast-paced environment. You understand the importance of teamwork and communication. You are eager to learn and grow into the best version of yourself!

Responsibilities:

• Manage allocated Accounts Receivable portfolio through efficient and effective collection practices and compliance with company policies and procedures.
• Establish and maintain a professional relationship with customers, debtors and all internal stakeholders.
• Ensure that customer notification and verifications are performed in-line with requirements.
• Use collection and verification queues and call backs in conjunction with aging profile and risk scores to determine calling priorities, with the goal to shorten the days of sale outstanding.
• Identify issues causing delays in payment and work to resolve those issues by partnering with various departments to establish and satisfy criteria required for timely payment.
• Assist with pre- and post-verification requests and ensure that customer verifications are performed in-line with company requirements and processes.
• Keep concise and up-to-date notes in system to reflect the account status; Ensures debtor information is complete and up to date in system.
• Review and create weekly dispute reports, negative reserves, and collection reports; Communicate any concerns noted or adverse performance trends to the assigned Client Relationship Manager in a timely manner.
• Establish and maintain excellent working rapport with internal and external customers.
• Adhere to organizational policies and procedures.
• Perform other duties as assigned.

Qualifications:

• Minimum of 2 year of experience in collections, demonstrating proficiency in collection practices and strategies
• High School Diploma/ GED Required
• Strong interpersonal and communication skills with the ability to establish and maintain professional relationships with customers and debtors, as well as effectively communicate with internal teams
• Ability to manage multiple priorities with competing deadlines in an organized manner
• Strong attention to detail and demonstrated problem-solving skills
• Ability to maintain a high level of effectiveness during times of change by adapting behavior and approaches to changing circumstances

What We Offer:

• Employer matching RRSP DPSP program
• Competitive compensation plan
• Growth and development opportunities
• Excellent extended medical, dental, and vision benefits plan that is 100% employer paid

Let your journey at REV Capital begin!

Job Description

Do you want to be a part of a small, dynamic team assisting in the trading and portfolio management of a growing suite of ETFs? Are you a self-starter with an entrepreneurial spirit and want to be part of one of Canada’s fastest growing exchange traded fund (“ETF”) providers? If so, we’d love to hear from you!

Hamilton ETFs offers:

• A competitive compensation package (plus potential for semi-annual incentive) including comprehensive health and wellness benefits;
• Diverse and inspiring colleagues and approachable leaders;
• Opportunity to evolve in a growing firm.

• Assist in all aspects of equity, FX, treasury, collateral, and cash management for the ETFs;
• Monitor live market data; communicate internally and externally when necessary;
• Participate in investment decision-making, including rebalancing for rules-based ETFs, and cash management;
• Monitor portfolio exposures, performance attribution, and risk metrics;
• Oversee the firm’s portfolio management system;
• Prepare portfolio commentary and investment analysis for internal and external stakeholders, as required.

• Execute trades across multiple asset classes (equities, fixed income, FX) with a focus on best execution;
• Work with market makers to manage ETF creation/redemption flows;
• Maintain and enhance trading strategies, tools, and processes.

• Ensure adherence to portfolio guidelines, investment restrictions, and regulatory requirements (e.g. NI 81-102);
• Assist with internal compliance checks, audits, and reporting;
• Run daily reports and identify/resolve trading-related issues;
• Liaise with ETF Accounting & Operations and Compliance teams to resolve discrepancies.

• Contribute to process improvements for portfolio operations and trading workflows;
• Optimize the firm’s trading systems through automation;
• Support technology initiatives, including portfolio management system enhancements;
• Conduct market research to support investment strategies and product development;
• Assist the portfolio management team in maintaining and analyzing industry data to support portfolio construction and fundamental research;
• Provide insights on competitor products, industry trends, and trading innovations;
• Support the preparation of marketing materials, investor presentations, or any other material required to support the Sales team.

• Registration as an Advising Representative (Portfolio Manager) with the Ontario Securities Commission;
• Bachelor’s degree (or equivalent) in finance, economics, mathematics, or related discipline;
• Minimum 3 years of experience in portfolio management, trading, or investment operations (ETF experience preferred);
• Strong proficiency with Bloomberg, Excel, and portfolio management systems;
• Strong knowledge of Canadian securities regulations and ETF structures;
• Self-motivated and directed;
• Strong technical and analytical skills;
• Excellent written and verbal communication skills;
• Exceptional organizational skills with impeccable attention to detail and accuracy;
• Self-starter with an ability to work in an environment with firm deadlines and high pressure;
• A team-oriented mindset, with an interest and aptitude to add value outside of core responsibilities;
• Able to maintain a high level of integrity and discretion in handling confidential information;
• Willingness to work flexible hours, including evenings and occasional weekends.

• CFA/CIM designation or in-progress;
• Experience with option strategies in a professional environment; understanding of options pricing, particularly Canadian and U.S. equities;
• Experience with quantitative tools, programming (Python, VBA), or trading analytics;
• Bilingual (French);
• Recommendations for excellent movies and TV shows, and the best places to eat anywhere in the world!

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Job Description

Salary:

Position: Portfolio Manager

Reports to: Vice President, Ontario

Location: Mississauga, ON

Status: Mat Leave Contract ~ 12 months

Start Date: September 2025

About Authentic Wine & Spirits Merchants

Authentic is a national wine & spirits agency that represents some of the most iconic brands in the world including Champagne Louis Roederer, Cristal, Masi, Chopin Vodka, Vina Cono Sur, Guy Anderson Wines, Michele Chiarlo, Brothers Bond Distilling, Hine and other world-renowned brands.

Job Summary:

To manage brand planning and execution for the AWSM portfolio of wines and spirits in Ontario, always observing best industry practices and ethical business methods.

Essential Duties and Responsibilities:

Competitive Analysis & Market Intelligence:

• Review ongoing market trends, competitive activity, and brand performance highlights; identify overall portfolio and brand opportunities through the creation and analysis of quarterly marketing reports, identify strategic pricing opportunities
• Supervise monthly actual vs. forecast tracking with IT and adjust LEs as necessary based on market and brand performance trends
• Maintain close regular communication with the sales team in weekly meetings plus work-withs (as applicable) to ensure program development and P.O.S. is targeted, relevant and fresh
• Pitch new products and marketing programming to the LCBO Category Managers for new listings and image programs
• Preparing Monthly Sales Reviews including proposing mitigation activities for when we are tracking off plan

Brand Planning & Execution:

• Manage annual brand planning, forecasting and A&P budgeting for all brands in ON; lead quarterly A&P reviews to stay within brand budgets and re-allocate funds as needed in order to maximize market activity;
• Measure and report on quarterly marketing programming
• Work closely with logistics to ensure inventory is available for programmed skus
• Manage quarterly sales presentations and sales materials, while updating master spending plans in PAWA to ensure programming is up-to-date and executed on-time;
• Cooperative development and planning with Ontario marketing team and sales management for brand plans, marketing applications, supplier and key account presentations, promotional materials, and sales tools, that meet AWSM standards, are complete and delivered on time; at the direction of Sales Manager
• Prepare quarterly meeting presentation to motivate and inspire the activities of the sales force in relation to marketing initiatives
• Propose quarterly goals and targets in tandem with Sales Managers, review portfolio opportunities and new product options
• Communicate with suppliers as the main point of contact to review day-to-day issues and provide regular brand updates

Management/Administrative Responsibilities:

• Maintain accurate and current data and systems within PAWA and PowerBI; create and monitor forecasts and spending plans in PAWA; manage expenses and promotional budgets within company guidelines
• Oversee supplier itineraries, working with Sales/Marketing Coordinator and Sales Management to plan supplier in-market activities;
• Manage expenses and any promotional spending within company guidelines.

Job Requirements:

• Experience: University degree (BCom preferred) in Marketing or equivalent discipline and/or minimum of 3-4 years sales or marketing experience with a large wine/spirits portfolio or other important consumer products. You will have a portfolio of examples of your work to date.
• Skills: Must have excellent written and verbal communication skills. Must be highly organized and display excellent motivation and leadership abilities. You should be prepared to provide examples of your written work. You must have great PC skills (Windows: Word/Excel) and be able to extensively use the CH/AWSM web-based applications for sales and planning activities. Must be able to juggle multiple situations and be self-motivated and able to work independently.
• Knowledge: Working knowledge of the marketing of wine/spirits or of an important consumer brand. Successful completion of several wine and spirit courses is desirable (such as WSET).
• Physical: Must be able to work a flexible schedule including evenings, weekends, and travel (includes overnight stays). Must be physically fit and be able to lift and carry 41+ pounds and able to build displays or handle heavy POS material.
• Other: Must possess and maintain a valid Drivers license in the Province employed and must meet the Companys automobile insurance requirements. Must have and maintain a valid Passport.

Other Preferred Job Qualifications: Existing marketing trade relationships within the wine, spirit, hospitality industry. Minimum 3-5 years marketing experience overall. Membership in a professional marketing association.

Base salary commensurate with experience plus incentive bonus. Business related expenses are also covered.

If you are passionate about the alcohol industry, bring strong marketing or brand management experience, and are driven by creating impact through strategic planning and portfolio development, we invite you to apply for this exciting opportunity to contribute to the success of Authentic Wine and Spirits Merchants.

To apply, please submit your resume and a cover letter outlining your relevant experience and why you are the ideal candidate for this role 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. This job description will be reviewed annually during the performance evaluation process.

Authentic 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

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 hybrid work environment, combining the best of both remote and in-office work 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.