36 Portfolio Manager jobs in Toronto

Job Description

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.

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.

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 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.

**What You Need To Know**
Shape a remarkable future with us. Build a career working for an industry leader that truly invests in their people - and equips them with leading technology, continuous learning, and the ability to bring their best selves to work. As the premier wine and spirits distributor, Southern Glazer's isn't just one of Forbes' Top Private Companies; it's a family-owned business with deep roots dating back to 1933.
The reputation of Southern Glazer's is well-established, and it's no surprise that we are regularly recognized for our culture. Southern Glazer's has been recognized by Newsweek as one of America's Greatest Workplaces for Inclusion and Diversity, which speak volumes about our commitment to creating a supportive and inclusive culture of belonging for all employees
As a full-time benefits-eligible employee, you can participate in the Group Flexible Benefits Plan and the Registered Retirement Savings Program (RRSP). The Benefits Plan includes comprehensive medical, dental, vision, disability, and life insurance coverage. We also offer wellness initiatives, parental leave, vacation accrual, paid sick leave, and more.
By joining Southern Glazer's, you would be part of a team that values excellence, innovation, and community. This is more than just a job - it's an opportunity to build the future of beverage distribution and grow with a company that truly cares about its people.
**Overview**
Maximize the sale of supplier brands to the Trade and consumer through effective regional planning, selling, merchandising, and communicating that permits the achievement of company and supplier objectives.
**Primary Responsibilities**
+ Develop & execute annual brand plans for each supplier.
+ Manage and coordinate all marketing, advertising and promotional activities: point of sales, sales tools, creative assets.
+ Plan marketing and branding objectives.
+ Create and facilitate marketing presentations.
+ Develop an effective A&P strategy and manage the marketing budgets.
+ Gather and analyze customer insights and opportunities related to category positioning, category trend analysis, competitive programming.
+ Build innovation launch plans, initial order quantities, packaging requirements, product positioning, sell sheets, specs & pricing.
+ Drive brand success via leadership selling against trade channels and actively supporting the selling efforts of sales reps, district managers, and key account managers.
+ Monitor field implementation and execution of programs for assigned brands to ensure product pricing and promotion.
+ Build and maintain calendar of business reviews for key portfolio partners.
+ Execute monthly performance reviews including volume performance, shipments, inventory etc.
+ Bilingual in English and French would be an asset, but not required
+ Regularly interact with field management to update programming and brand priorities, brand standards and best practices leading to successful execution in the market.
+ Provide detailed tracking reports of wholesaler performance against agreed-to supplier objectives.
+ Perform other job-related duties as assigned.
+ Bilingual in English and French would be an asset, but not required
**Additional Primary Responsibilities**
**Minimum Qualifications**
+ Bachelor's degree or an equivalent combination of education and experience.
+ Five years of industry related sales experience within the distribution, hospitality or supplier community.
+ Valid Driver's license and ability to obtain and maintain auto liability insurance
+ · Comprehensive understanding of the industry including varietals, product/pairing techniques, basic production, and service.
+ Ability to adapt and can assist a variety of internal customer groups and varying personality types preferrred
+ Must have strong negotiation skills; demonstrate an entrepreneurial spirit.
+ Ability to create and sell innovative ideas.
+ Goal oriented, focused, and assertive individual who needs a little direction or supervision.
**Physical Demands**
+ Physical demands with activity or condition for a considerable amount of time include sitting and typing/keyboarding using a computer (e.g., keyboard, mouse, and monitor) or adding machine
+ Physical demands with activity or condition may include occasional to the rare amount of time include walking, bending, reaching, standing, and stooping
+ May require occasional lifting/lowering, pushing, carrying, or pulling up to 40lbs
**EEO Statement**
Southern Glazer's Wine and Spirits, an Affirmative Action/EEO employer, prohibits discrimination and harassment of any type and provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. SGWS complies with all federal, state and local laws concerning consideration of a qualified applicant's arrest and/or criminal conviction records. Southern Glazer's Wine and Spirits provides competitive compensation based on estimated performance level consistent with the past relevant experience, knowledge, skills, abilities and education of employees. Unless otherwise expressly stated, any pay ranges posted here are estimates from outside of Southern Glazer's Wine and Spirits and do not reflect Southern Glazer's pay bands or ranges.
Southern Glazer's Wine and Spirits provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Job Description

Job Description

Description

Condominium Manager - Mississauga

FirstService Residential is owned by FirstService Corporation, a proudly Canadian company and one of Canada’s great business success stories.

FirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United States and Canada.  

Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace culture. Our 19,000 associates can count on competitive salaries, top-tier medical, dental, and retirement benefits, career training, and support for continued professional development.

Experience exceptional service with a fulfilling career in property management with FirstService Residential.

Why choose Us

We have a comprehensive benefits program inclusive of a Health Spending Account,  Workperks , and more! Most importantly, we are committed to empowering, developing and supporting all our associates.

Job Responsibilities

The Property Manager will perform functions ensure properties are maintained and operated in accordance with company objectives and facilitate solutions to problems between communities and internal support staff, guided by precedent and working within the limits of established policies.

Duties & Responsibilities

• Practice and adhere to FirstService Residential Global Service Standards
• Conduct business at all times with the highest standards of personal, professional and ethical conduct
• Provide management and leadership to properties within assigned region and book of business
• Collaborate with the Regional Director to develop goals and communicate established goals
• Ensure goals of the company and its clients are consistently met
• Manage the functions of a team in different properties while maintaining standards of excellence for processes, methods and personnel
• Manage the process improvement and quality control of property management functions to maximize productivity and ensure quality service is delivered
• Provide leadership and direction and assist in the investigation and resolution of any issues that arise
• Establish and maintain a positive relationship with Board of Directors, and internal departments
• Conduct site inspections regularly. Identify deficiencies and provide recommendations and action plans in order to improve the property
• Maintain harmonious employee/employer relations
• Maintain awareness of changes in rules, statutes or regulations and communicate changes to staff
• Direct training of staff when new procedures are required to comply with changes

Education & Experience

• Hold a General License in good standing 
• RCM or other recognized property management designation
• An experienced Condominium Manager with a minimum of 5 years in the industry
• Bachelor’s Degree in Business or related field from an accredited college or university
• Working knowledge and experience in financial accounting in commercial real estate, financial reporting, and budgeting is necessary
• Experience in maintenance, construction, engineering and all facets of property operation and building management is an asset

Knowledge, Skills & Proficiencies

• Knowledge of and the application of Condominium Act in community operations
• Excellent organization, motivation, leadership, management, interpersonal and customer service skills
• Critical thinking, complex problem solving, judgment and decision making ability
• Ability to read, analyze and interpret technical procedures, leases and/or regulations
• Knowledge of mechanical operations of a building and equipment preferred
• Strong PC application skills with MS Word, Excel and Outlook
• Must be available for emergency on call and after hours service and evening meeting commitments

Travel

Travel to head office is required.

Disclaimer

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties and responsibilities to this job at any time.

FirstService Residential is an equal opportunity employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, colour, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status.

FirstService Residential welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the hiring and selection process.

INDHON