Client Portfolio Manager
Guardian Capital Advisors
Bring your book. Grow your business. Deliver an exceptional client experience.We are seeking an established
Client Portfolio Manager
with an existing book of business and a proven track record of serving high-net-worth individuals, families, and foundations
to join our team in Toronto, Calgary, or Vancouver .This is an opportunity to join a collaborative, client-focused team where you'll have the resources, support, and expertise to deepen existing relationships, attract new clients, and deliver sophisticated wealth management solutions.What you'll do:
Manage and grow an established book of high-net-worth clientsDeliver customized portfolio management and wealth planning solutionsLeverage your network to generate new business opportunitiesCollaborate with a team of Portfolio Managers, Analysts, and AssociatesBuild and strengthen relationships with accountants, lawyers, and other professional advisorsParticipate in client events, thought leadership initiatives, and business development activitiesWhat you bring:
An established and portable book of businessProven success managing high-net-worth client relationshipsStrong expertise in portfolio construction, asset allocation, and capital marketsExceptional relationship management and business development skillsReady to take your practice to the next level?
Join a team that empowers you to grow your business while delivering an elite wealth management experience for your clients.
#J-18808-Ljbffr
Client Portfolio Manager
with an existing book of business and a proven track record of serving high-net-worth individuals, families, and foundations
to join our team in Toronto, Calgary, or Vancouver .This is an opportunity to join a collaborative, client-focused team where you'll have the resources, support, and expertise to deepen existing relationships, attract new clients, and deliver sophisticated wealth management solutions.What you'll do:
Manage and grow an established book of high-net-worth clientsDeliver customized portfolio management and wealth planning solutionsLeverage your network to generate new business opportunitiesCollaborate with a team of Portfolio Managers, Analysts, and AssociatesBuild and strengthen relationships with accountants, lawyers, and other professional advisorsParticipate in client events, thought leadership initiatives, and business development activitiesWhat you bring:
An established and portable book of businessProven success managing high-net-worth client relationshipsStrong expertise in portfolio construction, asset allocation, and capital marketsExceptional relationship management and business development skillsReady to take your practice to the next level?
Join a team that empowers you to grow your business while delivering an elite wealth management experience for your clients.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Client Portfolio Manager in Winnipeg, MB vacancy
$110k - $130k per year
OVERVIEW: At ModernAdvisor, we believe investment management should be built on trust, objectivity, and fairness.As a discretionary portfolio manager, we help clients reach their long-term financial goals through disciplined investment management and personalized advice....SuggestedLong term contractModernAdvisor
Winnipeg, MB1 hour ago- French-speaking portfolio management professional needed for hybrid work, delivering advisor service, discretionary investing, and measurable relationship... ...Manager supports independent advisory businesses and their clients across Canada. The position combines client-facing investment...Suggested
Purpose Unlimited
Winnipeg, MB1 hour ago - ...Application Form* About Connor, Clark & Lunn I...Interested in joining one of Canada’s top performing asset managers? We are looking for a **Client Portfolio Manager, Quantitative Equity** . This role will combine institutional client coverage with deep knowledge of quantitative...Suggested
Connor, Clark & Lunn group
Winnipeg, MB1 hour ago - ...FCC is seeking a Manager, Credit Portfolio Management to lead a team responsible for identifying, measuring, monitoring and reporting on the health, performance and risks of FCC’s lending portfolio. You’ll provide insights, data and analytics to senior leaders and committees...Suggested
$150k - $200k per year
...the Role Staffmax is seeking an experienced Managing Director to oversee the operations and performance of a portfolio of privately held companies across Canada. This... ...business performance, make difficult decisions, manage people at all levels of an organization, and...SuggestedPermanent employment1 day per week- Connor, Clark & Lunn Investment Management in Canada seeks a Client Portfolio Manager, Quantitative Equity to blend institutional client coverage with deep knowledge of quantitative strategies. You will work closely with institutional clients, consultants, investment teams...
Connor, Clark & Lunn Investment Management
Winnipeg, MB1 hour ago $50.64k - $101.28k per year
Job Responsibility: ROLE AND RESPONSIBILITIES The Client Manager is responsible for developing and expanding the company's customers. With his consultative approach and his great listening skills, he knows how to offer business solutions and personalized service programs....- Placements24 in Kimberley, South Africa, is seeking a Senior Portfolio Manager to lead investment portfolios for institutional and high-net-worth clients. You will set investment strategy, oversee asset allocation, assess market dynamics, and make informed buy/sell decisions...
Placements24
Winnipeg, MB1 hour ago - ...commitment to delivering lasting value to the clients we serve. Located in downtown Toronto,... ...a high-performing, value-driven asset management firm. This job posting is for an existing... ...Team You Will be Responsible For: Client Portfolio Strategy and Recommendation Development...Long term contractWork at office
Investment Management Corporation of Ontario
Winnipeg, MB1 hour ago - Shape portfolio strategy and governance at IMCO in downtown Toronto, applying investment judgment, client perspective, and strong analytical skills.As Principal, Client Portfolio Strategy... ...you will support IMCO’s Client Portfolio Management Committee. You will connect client...
Investment Management Corporation of Ontario (IMCO)
Winnipeg, MB1 hour ago - Paladin Security in Prince George, BC is hiring a Client Service Manager to oversee a portfolio from Quesnel to the Yukon border. You will be the main client contact and lead the on-site security team to ensure service excellence and contractual compliance. The role requires...
Paladin Security
Winnipeg, MB1 hour ago $150k - $175k per year
We are seeking a full‑time permanent Portfolio Manager to join our Investment Management team. The Portfolio Manager will play a key role in managing... ...‑management practices while upholding RPIA's fiduciary and client service standards. Ownership & Initiative – Self‑starter...Permanent employmentFull timeRPIA Capital Management
Winnipeg, MB1 hour ago$100k - $130k per year
...largest AI-led technology services company and is enabling its clients to transform themselves across the full AI stack, from... ...Technology, or a related field. Good years of experience in portfolio management, program management, PMO, or technology governance, preferably...Long term contractTata Consultancy Services Limited
Winnipeg, MB1 hour ago$110k - $140k per year
..., a subsidiary of Purpose Unlimited, is an innovative financial technology firm providing modern client and practice management technology and services for independent portfolio management and financial advisory businesses in Canada. Recognized by Wealth Professional Magazine...InternshipWork at officeWork from homeFlexible hoursPurpose Unlimited
Winnipeg, MB1 hour ago- ...with us Are you driven by operational excellence and committed to delivering high-quality service? As a Group Retirement Client Relationship Manager (CRM) you will be responsible for the plan sponsor experience, retention, and relationship building. You will represent iA...Work at office
$91.9k - $126.39k per year
Position SummaryThis role manages a portfolio of licensees in Walmart stores, sources new licensees, and maximizes licensee revenue by maintaining alignment to the licensee strategy, negotiating agreements, overseeing projects, and collaborating with internal and external stakeholders...Local areaWalmart Canada
Winnipeg, MB1 hour ago- ...le trafic, l’engagement et l’audience de toutes les marques du Portfolio. Analyse concurrentielle et études de marché : Effectuer une... ...Travailler en collaboration étroite avec les différents départements et managers. 5 à 10 ans d’expérience dans un rôle similaire (analyste d’...
Valnet
Winnipeg, MB1 hour ago - ...leader in Direct Liquid Cooling technology for data centers, supercomputers, and high-performance computing environments. The Portfolio Manager leads a team of Technical Program Managers responsible for customer programs, NPIs, and strategic initiatives within a business...Casual workFlexible hours
Ecolab Inc.
Winnipeg, MB1 hour ago - ...opportunities waiting for you. Come build a rewarding career at Rogers and be a driving force behind our success story! The Portfolio Manager, Network Deployment & Safety Governance is accountable for the strategic oversight, governance, financial performance, and...Permanent employmentFull timeContract workPart timeFor contractorsInternshipWork at office
Rogers Communications
Winnipeg, MB1 hour ago - IMCO in downtown Toronto seeks a senior professional to lead client portfolio strategy and CPM discussions. You will partner with investment teams to identify required analysis, interpret findings, and translate them into actionable client recommendations. You will support strategic...
Investment Management Corporation of Ontario
Winnipeg, MB1 hour ago - ...Fidelity Canada is seeking a Wealth Advisor to support clients remotely across Canada. You will advise on portfolios, prepare client plans, and partner with internal teams to execute client strategies. A focus on onboarding, relationship-building, and proactive education is...Remote work
Fidelity International
Winnipeg, MB1 hour ago - ...relocate before starting work (preferred)Role Purpose The Senior Portfolio Manager owns the construction, management, and stewardship of the firm... ...Analyst and serves as an investment resource to the Private Client PortfolioManagers, supporting and training them on the firm’s...Relocation
Alitis Investment Counsel Inc.
Winnipeg, MB1 hour ago $80k - $140k per year
Lease Portfolio Manager - Woodbridge Hyundai, Woodbridge, ON L4L 9C3 Woodbridge Hyundai is in search of a Lease Portfolio Manager to take the... ..., Ontario, and will focus on business development through the client database, and promote and sell cash, lease, and finance renewals...Long term contractFull timeInternshipWork at officeLithia Motors
Winnipeg, MB1 hour ago- ...nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to the expertise of... ...planning specialists. As an Associate Portfolio Manager, you are a key member of a...Full time
RBC
Winnipeg, MB1 hour ago - About the Role Our client, a prestigious asset management firm based in Kimberley, Northern Cape , is seeking a highly skilled and experienced Senior Portfolio Manager to manage investment portfolios on behalf of institutional and high-net-worth clients. This role requires...Relocation package
Placements24
Winnipeg, MB1 hour ago - ...delivering lasting value to the clients we serve. Located in downtown... ..., value-driven asset management firm. This job posting is for... ...mix management across client portfolios, including the implementation of asset mix changes, portfolio monitoring, liquidity planning...Long term contractWork at office
LE001 Investment Management Corporation of Ontario
Winnipeg, MB1 hour ago - ...bankingLocation(s): Abbotsford, Langley, SurreyA career as a Director, Portfolio Management in the Commercial Banking team at National Bank means acting... ...rigor, and collaboration helps ensure positive outcomes for clients, teams, and theBank. Lead a team of underwriting...Flexible hours
Banque Nationale du Canada
Winnipeg, MB1 hour ago - Portfolio Manager Location: Burnaby, BC Reports to: Vice President, Western Canada About Charton HobbsCharton Hobbs is one of Canada's leading wine and spirits agencies, representing an extensive portfolio of renowned international and domestic brands. With a long-standing...Remplacement
Charton Hobbs Group
Winnipeg, MB1 hour ago - Toronto, ON | Hybrid, 3 days a week in officeOur client is a profitable, fast-growing software company that acquires and scales software businesses. They’re hiring a Portfolio Accounting Manager to own end-to-end accounting for a group of 5 to 10 operating companies.What you...3 days per week
Jagger
Winnipeg, MB1 hour ago $117k - $162k per year
...Description Overview We are seeking a strategic and results-driven Portfolio Manager to oversee a portfolio of Highways projects across Ontario.... ...responsible for developing a strategic approach to markets, clients, and associated projects, bringing the best solutions to increase...InternshipFlexible hoursAtkinsRéalis Canada Inc.
Winnipeg, MB1 hour ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Portfolio Manager. Be the first to apply!
Related searches
- client services manager Winnipeg, MB
- community engagement manager Winnipeg, MB
- engagement manager Winnipeg, MB
- client service coordinator Winnipeg, MB
- client relationship manager Winnipeg, MB
- customer relationship manager Winnipeg, MB
- gestionnaire de portefeuille Winnipeg, MB
- client services manager
- community engagement manager
- engagement manager