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Added 2 days ago
GP
Portfolio Analyst
Guardian Partners
Toronto, ON
- Full-time
…management solutions. Our focus at GP is to work with ultra high net worth families, and endowments and foundations, to achieve their wealth goals. To a lesser extent, our clients also…
Added 3 days ago
T
Manager Internal Sales - TD Asset Management
TD
Toronto, ON
- Full-time
…affiliates manage over $548 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as high-net worth clients and retail mutual…
Added 5 days ago
FN
Associate Analyst, Commercial Asset Management
First National Financial LP
Toronto, ON · East York, ON
- Full-time
…changes such as rent rolls, operating statements and financial/net worth…
Added 8 days ago
RD
Investment Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Added 8 days ago
RB
Investment Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Added 8 days ago
R
Investment Advisor
RBC
Toronto, ON
- Full-time
Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Added 9 days ago
SI
Corporate Financial Analyst
Stalwart Insurance Group
Vancouver, BC
- Full-time
We are looking for a Corporate Finance Analyst to join our team. In this role, you will participate in the execution of corporate finance transactions, complex business valuations,…
Added 9 days ago
SI
Corporate Financial Analyst
Stalwart Insurance Group
Toronto, ON
- Full-time
We are looking for a Corporate Finance Analyst to join our team. In this role, you will participate in the execution of corporate finance transactions, complex business valuations,…
Added 9 days ago
RD
Investment Advisor
RBC Dominion Securities
Saskatoon, SK
- Full-time
Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Added 9 days ago
RD
Investment Advisor
RBC Dominion Securities
Mississauga, ON
- Full-time
Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Added 9 days ago
RD
Investment Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Added 9 days ago
RD
Investment Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Added 9 days ago
RD
Investment Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Added 9 days ago
RB
Financial Planning Specialist
Royal Bank of Canada
Waterloo, ON
- Full-time
…advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business development,…
Added 9 days ago
RB
Investment Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Added 9 days ago
RB
Investment Advisor
Royal Bank of Canada
Mississauga, ON
- Full-time
Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Added 9 days ago
RB
Investment Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Added 9 days ago
RB
Investment Advisor
Royal Bank of Canada
Saskatoon, SK
- Full-time
Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Added 9 days ago
RB
Investment Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Added 9 days ago
R
Investment Advisor
RBC
Toronto, ON
- Full-time
Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Added 9 days ago
R
Investment Advisor
RBC
Toronto, ON
- Full-time
Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Added 9 days ago
R
Investment Advisor
RBC
Saskatoon, SK
- Full-time
Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Added 9 days ago
R
Investment Advisor
RBC
Mississauga, ON
- Full-time
Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Added 9 days ago
R
Investment Advisor
RBC
Toronto, ON
- Full-time
Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Added 11 days ago
IW
Portfolio Strategist
IG Wealth Management
Quebec, QC
- Full-time
Chartered Financial Analyst (CFA) designation

Guardian Partners

Portfolio Analyst

Toronto, ON, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 21, 2026
Experience: 2-5 years’ experience in the financial industry
Posting language: English
Posted: Oct 22, 2026

Original job description

JOB STATEMENT:

Guardian Capital Group Limited (“GCG”) is a diversified financial services company which serves the needs of clients ranging from private clients to institutions. Guardian Partners Inc. is a multi-family office, often referred to as an Outsourced Chief Investment Officer which offers independent, unbiased investment expertise and total portfolio management solutions. Our focus at GP is to work with ultra high net worth families, and endowments and foundations, to achieve their wealth goals. To a lesser extent, our clients also include pension plans, ideally related to our client base. Our clients are coast to coast and reside primarily in Canada. As a trusted advisor for families we work closely with our clients’ taxation, estate planning, and insurance advisors delivering a holistic solution and seamless client experience. The goals of our endowment and foundation clients reach beyond investment returns and include social impact and societal good.

GPI (https://www.guardiancapital.com/gpi) presents a dynamic opportunity for a motivated individual who desires working in a progressive, team-based financial services environment.

ESSENTIAL FUNCTIONS:

Providing support to the Investment Counsellor team to assist in the management of client relationships;
Assisting in the preparation of customized portfolio strategy recommendations for clients, including Investment Policy Statement design, portfolio/strategy structure and the selection of investment managers;
Conducting qualitative and quantitative analysis of each client's portfolio;
Assisting the Investment Counsellor in the preparation for client meetings/presentations;
Preparing implementation plans for each client and effectively liaise with the administrative team to ensure that strategies are implemented with timeliness and accuracy; and
Assisting in special projects relating to investment manager research, business development and client relationship management.

JOB SPECIFICATIONS:

Bachelor’s degree in finance, economics, business, or a related field; CFA and/or CIM designation or progress toward it is an asset
2-5 years’ experience in the financial industry
Strong analytical skills and ability to provide investment recommendations based on qualitative and quantitative information Excellent written and verbal communication skills
Strong time management and interpersonal skills
Ability to work independently and collaboratively in a fast-paced environment

COMPENSATION:

The base salary range is expected to be between $65,000 - $80,000, with eligibility for a discretionary bonus.

Please Note:

All applications submitted are reviewed in detail by our HR team. In certain aspects of the hiring process artificial intelligence (AI) tools may be used, specifically for screening and assessments. These tools support our team and are used to help bring relevant criteria to the foreground and do not replace human judgment. We are committed to using AI responsibly, fairly, and in compliance with applicable employment and anti-discrimination laws. We regularly review these tools to help prevent bias or discrimination.

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More about this job

Responsibilities

Support Investment Counsellors in managing client relationships, developing customized portfolio strategies, analyzing client portfolios, and preparing for client meetings. Coordinate implementation plans with the administrative team and contribute to investment manager research, business development, and client relationship projects.

Requirements

A bachelor’s degree in finance, economics, business, or a related field and 2–5 years of financial industry experience are specified. CFA or CIM designation, or progress toward either, is an asset; candidates should also have strong analytical, communication, time-management, and interpersonal skills and be able to work independently and collaboratively.

Skills

Portfolio Analysis
Investment Analysis
Investment Recommendations
Portfolio Strategy
Investment Manager Selection
Qualitative Analysis
Quantitative Analysis
Client Presentations
Implementation Planning
Written Communication
Verbal Communication
Time Management
Interpersonal Skills
Teamwork

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Analyst
Investment Management
Financial Services
Multi-Family Office
Ultra-High-Net-Worth Families
Endowments
Foundations
Pension Plans
Portfolio Management
Investment Counselling
Investment Policy Statement
Portfolio Strategy
Investment Manager Research
Qualitative Analysis
Quantitative Analysis
Business Development
CFA
CIM
Finance
Economics
Toronto

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