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Portfolio Manager

Toronto, Ontario Insight Global

Posted 3 days ago

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Job Description
As a Junior Portfolio Manager, you will oversee the administration of insurance and/or reinsurance accounts and contracts. Your daily tasks include maintaining contractual data, processing account bookings, handling claims, and managing related cash flows. You'll support underwriters with administrative activities, ensure compliance with sanctions and embargos, perform internal controls, monitor client accounts, and provide reports and statistics. You'll also maintain documentation, communicate with clients, and be accountable for audit purposes. Most accounts managed are of low complexity and you'll work under the guidance of a senior manager.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: and Requirements
- Working experience in (re-)insurance accounting, underwriting assistance, and/or controlling is preferable.
 - Advanced MS Office skills, especially MS Excel and Power Query.
 - Bachelor's degree or completed commercial apprenticeship (ideally in a re-/insurance company), or equivalent experience.
 - Basic insurance and reinsurance knowledge with eagerness to deepen expertise.
 - Advanced analytical skills and accuracy.
Strong communication and team collaboration skills with internal and external stakeholders. Prior Experience working at Munich RE
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Portfolio Manager

Toronto, Ontario Insight Global

Posted 11 days ago

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Job Description

Job Description
As a Junior Portfolio Manager, you will oversee the administration of insurance and/or reinsurance accounts and contracts. Your daily tasks include maintaining contractual data, processing account bookings, handling claims, and managing related cash flows. You'll support underwriters with administrative activities, ensure compliance with sanctions and embargos, perform internal controls, monitor client accounts, and provide reports and statistics. You'll also maintain documentation, communicate with clients, and be accountable for audit purposes. Most accounts managed are of low complexity and you'll work under the guidance of a senior manager.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: and Requirements
- Working experience in (re-)insurance accounting, underwriting assistance, and/or controlling is preferable.
 - Advanced MS Office skills, especially MS Excel and Power Query.
 - Bachelor's degree or completed commercial apprenticeship (ideally in a re-/insurance company), or equivalent experience.
 - Basic insurance and reinsurance knowledge with eagerness to deepen expertise.
 - Advanced analytical skills and accuracy.
Strong communication and team collaboration skills with internal and external stakeholders. Prior Experience working at Munich RE
This advertiser has chosen not to accept applicants from your region.

Portfolio Manager

Toronto, Ontario Worthland

Posted today

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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.

About the Role:

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.
This role is ideal for a strategic and results-driven professional with a passion for investment management and financial markets. If you have the right experience and qualifications, we encourage you to apply.

This advertiser has chosen not to accept applicants from your region.

Portfolio Manager

Mississauga, Ontario Charton Hobbs Group

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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.

This advertiser has chosen not to accept applicants from your region.

Portfolio Manager (Relationship Management)

Toronto, Ontario The Successful Investor

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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.

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