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Added 1 hour ago
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Global Mining Practice Business Development Leader
HDR
Corner Brook, NL
- Full-time
Build Strategic Client Relationships: Serve as a trusted advisor to mining companies and key partners, with a clear understanding of their assets, capital programs, operating priorities and…
Added 1 hour ago
Associate Director / Director, Financial Advisory
Teneo
Toronto, ON
…for our clients. Opportunities to restore value, raise new capital, pivot in a new direction and ultimately, identify certainty amidst chaos. Teneo partners with clients to find viable…
Added 3 hours ago
A
Commercial/Sales Account Director I
AMECO
Terrace, BC
- Full-time
The Commercial Account Director serves as a trusted advisor to customers and a key partner to internal business functions, developing commercial strategies that increase revenue,…
Added 3 hours ago
A
Commercial/Sales Account Director I
AMECO
Kitimat, BC
- Full-time
The Commercial Account Director serves as a trusted advisor to customers and a key partner to internal business functions, developing commercial strategies that increase revenue,…
Added 3 hours ago
AC
Intermediate Accountant - Asset Management
Agentis Capital Advisors
Toronto, ON
- Full-time
Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm has been the recipient of numerous…
Added 4 hours ago
SW
ScotiaMcLeod Administrative Support Assistant - London, ON
Scotia Wealth Management
London, ON
- Contract
Respond to client inquiries and issues in a timely, responsive manner and escalating to Advisor
Added 4 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Translate financial information into actionable business insights that improve profitability, working capital, cash flow, and operational performance.
Added 5 hours ago
AC
Intermediate Accountant - Asset Management
Agentis Capital
Toronto, ON
- Full-time
Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm has been the recipient of numerous…
Added 5 hours ago
BT
Senior Manager, Small Business Services
Baker Tilly Canada
Winnipeg, MB
- Full-time
Client service and advisory. You will be the trusted advisor to small and owner-managed businesses. That means meeting with clients regularly about year-end results, cash flow, bookkeeping…
Added 6 hours ago
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Senior Finance Business partner
Hays
Montreal, QC
- $115,000 to $145,000 CAD / year
- Full-time
Reporting to the Finance team and working closely with business leaders, this individual will act as a trusted advisor to operations. The role focuses on translating financial and…
Added 7 hours ago
M
Senior Advisor,Rapid Transit Insights
Metrolinx
Toronto, ON
- Full-time
The Rapid Transit Analysis team is seeking a Senior Advisor, Rapid Transit Insights, who will carry out comprehensive technical analysis to develop strategic plans in support of corporate…
Added 7 hours ago
W
Mechanical Engineer Level I
Worley
Calgary, AB · Edmonton, AB
- Full-time
…multidisciplinary project teams. This role supports both major capital projects and complex sustaining scopes across energy transition, conventional energy, and industrial…
Added 8 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Translate financial information into actionable business insights that improve profitability, working capital, cash flow, and operational performance.
Added 8 hours ago
GC
Client Portfolio Manager
Guardian Capital Advisors
Calgary, AB
- Full-time
Strong expertise in portfolio construction, asset allocation, and capital markets
Added 8 hours ago
A
Quick Lube Technician- Capital Chrysler Dodge Jeep Ram
AutoCanada
AB · Edmonton, AB
- $16 to $18 CAD / hour
- Other
Capital Chrysler Dodge Jeep Ram is proud to be a part of the AutoCanada dealership network. AutoCanada is the largest Canadian owned and publicly traded automotive dealer group operating in…
Added 8 hours ago
A
Commercial/Sales Account Director I
AMECO
Leduc, AB
- Full-time
The Commercial Account Director serves as a trusted advisor to customers and a key partner to internal business functions, developing commercial strategies that increase revenue,…
Added 8 hours ago
B
R&D Tax Client Delivery Manager
Boast
Montreal, QC
- Full-time
…thousands of businesses access over $600 million in innovation…
Added 8 hours ago
GC
Client Portfolio Manager
Guardian Capital Advisors
Vancouver, BC
- Full-time
Strong expertise in portfolio construction, asset allocation, and capital markets
Added 8 hours ago
H
Global Mining Practice Business Development Leader
HDR
Burlington, ON
- Full-time
Build Strategic Client Relationships: Serve as a trusted advisor to mining companies and key partners, with a clear understanding of their assets, capital programs, operating priorities and…
Added 8 hours ago
H
Global Mining Practice Business Development Leader
HDR
Toronto, ON
- Full-time
Build Strategic Client Relationships: Serve as a trusted advisor to mining companies and key partners, with a clear understanding of their assets, capital programs, operating priorities and…
Added 8 hours ago
B
Operations Manager
BGIS
Toronto, ON
- Full-time
▪ Assists National Director-Operations with development of operating and capital budgets; manages budgets for assigned areas of
Added 8 hours ago
H
Global Mining Practice Business Development Leader
HDR
Victoria, BC
- Full-time
Build Strategic Client Relationships: Serve as a trusted advisor to mining companies and key partners, with a clear understanding of their assets, capital programs, operating priorities and…
Added 8 hours ago
A
Commercial/Sales Account Director I
AMECO
Fort Saskatchewan, AB
- Full-time
The Commercial Account Director serves as a trusted advisor to customers and a key partner to internal business functions, developing commercial strategies that increase revenue,…
Added 8 hours ago
H
Global Mining Practice Business Development Leader
HDR
London, ON
- Full-time
Build Strategic Client Relationships: Serve as a trusted advisor to mining companies and key partners, with a clear understanding of their assets, capital programs, operating priorities and…
Added 8 hours ago
P
Finance Director
Perennial
Toronto, ON
- Full-time
Act as a strategic advisor to the executive team on financial planning, growth, and expansion initiatives

Guardian Capital Advisors

Client Portfolio Manager

Vancouver, BC, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 28, 2026
Posting language: English
Posted: Oct 29, 2026

Original job description

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 clients
Deliver customized portfolio management and wealth planning solutions
Leverage your network to generate new business opportunities
Collaborate with a team of Portfolio Managers, Analysts, and Associates
Build and strengthen relationships with accountants, lawyers, and other professional advisors
Participate in client events, thought leadership initiatives, and business development activities

What you bring:

An established and portable book of business
Proven success managing high-net-worth client relationships
Strong expertise in portfolio construction, asset allocation, and capital markets
Exceptional relationship management and business development skills
A collaborative, entrepreneurial mindset

Ready 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. Reach out to asambrook@guardiancapital.com for more information.

Apply About employer

More about this job

Responsibilities

Manage and grow an established portfolio of high-net-worth clients by delivering customized portfolio management and wealth planning solutions. Generate new business through professional networks, collaborate with investment colleagues and external advisors, and contribute to client events and business development initiatives.

Requirements

Candidates must bring an established, portable book of business and a proven record of managing high-net-worth client relationships. They should have strong expertise in portfolio construction, asset allocation, and capital markets, along with exceptional relationship management, business development, and collaboration skills.

Skills

Portfolio Management
Wealth Planning
Portfolio Construction
Asset Allocation
Capital Markets
Business Development
High-Net-Worth Client Management
Client Acquisition
Professional Advisor Relationship Building
Team Collaboration
Client Event Participation
Thought Leadership

Visa sponsorship

Not detected in the job text

Hiring contact email

asambrook@guardiancapital.com

Keywords

Wealth Management
High-Net-Worth Individuals
Families
Foundations
Book Of Business
Portfolio Management
Wealth Planning
Portfolio Construction
Asset Allocation
Capital Markets
Client Relationships
Business Development
Client Acquisition
Professional Advisors
Accountants
Lawyers
Portfolio Managers
Analysts
Associates
Client Events
Thought Leadership
Financial Services

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