Accounting & finance jobs in Canada

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Added 4 days ago
CC
Accounting Clerk
Cornwall Community Hospital
Cornwall, ON
- Full-time
Day Shift Monday through Friday - Schedule subject to change
Added 4 days ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
We are looking for a high-impact Finance Manager FP&A to act as a true business partner to our Product Line leadership team.
Added 4 days ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Reporting to the Finance Manager, Corporate Consolidations and working with our global Husky Finance teams, the Senior Financial Analyst plays a critical role in the timely and accurate…
Added 4 days ago
BT
Senior Accountant
Baker Tilly Canada
Moncton, NB · Greater Moncton, NB
- Full-time
Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong…
Added 4 days ago
BT
Senior Accountant - Internal Services
Baker Tilly Canada
Windsor, ON
- Full-time
The Senior Accountant supports the internal finance department by executing day to day accounting processes and delivering accurate, review ready financial information. This role is hands…
Added 4 days ago
NB
BANKING ADVISOR
National Bank of Canada
Brossard, QC
- Full-time
Added 4 days ago
CS
Regional Insurance Agent - Thunder Bay, ON
CAA South Central Ontario
Thunder Bay, ON
- Full-time
Added 4 days ago
CS
Regional Insurance Agent - Welland, ON
CAA South Central Ontario
Welland, ON
- Full-time
Added 5 days ago
PI
Financial Advisor
PFSL Investments Canada Ltd
Montreal, QC
- Full-time
Added 5 days ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
We are looking for a high-impact Finance Manager FP&A to act as a true business partner to our Product Line leadership team.
Added 5 days ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Reporting to the Finance Manager, Corporate Consolidations and working with our global Husky Finance teams, the Senior Financial Analyst plays a critical role in the timely and accurate…
Added 5 days ago
BT
Senior Accountant - Cross Border Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
Prepare and review (where applicable) Cross Border individual and corporate tax returns
Added 5 days ago
CC
Accounting Clerk
Cornwall Community Hospital
Cornwall, ON
- Part-time
Day Shift Monday through Friday - Schedule subject to change
Added 5 days ago
C
Associate Insurance Advisor - Farm Specialist
Co-operators
Ponoka, AB
- Full-time
Added 5 days ago
U
Senior Accountant
Uline
Toronto, ON · Hamilton, ON · Mississauga, ON · Cambridge, ON · Milton, ON · Canada Corporate (KC)
- Full-time
…execution. As a Senior Accountant, you’ll collaborate closely across accounting teams, working hands-on in our first-class Milton facility to manage core financial processes. This is a…
Added 5 days ago
CC
Accounting Clerk
Cornwall Community Hospital
Cornwall, ON
- Full-time
Day Shift Monday through Friday - Schedule subject to change
Added 5 days ago
BE
Bookkeeper & HR Administrator
BACKLAND Expedition Gear
Okotoks, AB
- Full-time
…for an experienced bookkeeper to take full ownership of our accounting, payroll, and day-to-day HR and business…
Added 5 days ago
M
Client Portfolio Manager
ModernAdvisor
Vancouver, BC
- Full-time
Added 5 days ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Reporting to the Finance Manager, Corporate Consolidations and working with our global Husky Finance teams, the Senior Financial Analyst plays a critical role in the timely and accurate…
Added 5 days ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
We are looking for a high-impact Finance Manager FP&A to act as a true business partner to our Product Line leadership team.
Added 5 days ago
BT
Accounting Technician
Baker Tilly Canada
Thompson, MB
- Full-time
A diploma/certificate/degree from a post-secondary institute in business administration, accounting or finance
Added 5 days ago
BT
Audit & Accounting Manager
Baker Tilly Canada
Vancouver, BC
- Full-time
Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong…
Added 5 days ago
PS
Financial Planning and Analysis Manager
Professional Staffing
Mississauga, ON
- $130,000 to $150,000 CAD / year
- Full-time
Assets: Familiarity with project/job-cost accounting or cross-border (US) operational exposure is considered an asset
Added 5 days ago
BS
Junior Accountant
Bayview Seniors Community
White Rock, BC
- Full-time
Diploma or degree in accounting, finance or a related field.
Added 5 days ago
PF
Accounting Technician
Prime Freight Logistics
Montreal, QC
- Full-time
DEC in Accounting and Management Techniques, AEC in accounting, or equivalent experience

ModernAdvisor

Client Portfolio Manager

Vancouver, BC, Canada

$110,000 to $130,000 base salary plus revenue share on managed assets. · Full-time

Apply on LinkedIn About employer

Applications open in a new tab.

Job details

Pay: $110,000 to $130,000 base salary plus revenue share on managed assets.
Job type: Full-time
Apply by: Dec 7, 2026
Experience: Minimum 5 years of experience in portfolio management, investment advisory, wealth management, or a related financial services role.
Posting language: English
Posted: Nov 7, 2026

Original job description

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. Our team is committed to delivering an exceptional client experience while maintaining the highest standards of integrity, professionalism, and fiduciary responsibility.

As demand for personalized advice continues to grow, we are expanding our Personal Portfolio Manager business, a service model designed to provide clients with direct access to professional portfolio management, ongoing investment guidance, and a dedicated relationship with an experienced investment professional.

Our culture is guided by three core values:

Trust – We build lasting relationships through transparency, accountability, and consistently acting in our clients' best interests.
Objective Advice – We provide evidence-based investment guidance free from product bias, ensuring recommendations are aligned with each client's unique goals and circumstances.
Fairness – We treat clients and colleagues with respect, honesty, and professionalism, fostering an environment where collaboration and diverse perspectives are valued.

POSITION OVERVIEW:

ModernAdvisor is seeking a Client Portfolio Manager (Advising Representative) to support the continued growth of our Personal Portfolio Manager business line.

In this role, you will serve as the primary investment professional for a portfolio of clients, providing ongoing portfolio management, annual KYC reviews, and proactive investment management guidance. You will be responsible for developing trusted client relationships and delivering a high-quality experience that combines professional investment management with personalized advice.

This is a client-facing position that requires both strong technical investment expertise and a genuine passion for helping clients achieve their long-term financial goals. The successful candidate will be registered, or qualified for registration, as an Advising Representative of a Portfolio Manager and will play a key role in supporting ModernAdvisor's fast-growing Personal Portfolio Manager business segment.

ModernAdvisor's investment philosophy is centered on evidence-based investing, broad diversification, and cost efficiency. The successful candidate will be comfortable managing portfolios primarily through ETFs and other low-cost investment solutions, helping clients achieve their goals through disciplined portfolio construction rather than market timing or individual security selection.

KEY RESPONSIBILITIES:

Manage discretionary investment portfolios in accordance with client mandates, firm model portfolios, and regulatory requirements.
Conduct annual and ongoing Know Your Client (KYC) reviews to ensure client objectives, financial circumstances, investment knowledge, and risk tolerance remain current.
Lead client review meetings and portfolio discussions by phone or virtual meetings.
Communicate investment strategy, portfolio positioning, and market insights in a clear and understandable manner.
Monitor portfolio suitability and recommend adjustments when client circumstances or market conditions warrant.
Build long-term relationships through proactive communication and exceptional client service.
Collaborate with internal teams across investment management, operations, compliance, and client success.
Maintain accurate client records and documentation in accordance with regulatory requirements.
Support compliance initiatives and contribute to the firm's strong culture of risk management and fiduciary oversight.
Identify opportunities to enhance the overall client experience and contribute to the continued growth of the firm.

QUALIFICATIONS:

Currently registered, or fully qualified and eligible for registration, as an Advising Representative of a Portfolio Manager with a Canadian Provincial Securities Commission.
CFA or CIM Charterholder
Meets the proficiency requirements under National Instrument 31-103 for Advising Representatives.
Minimum 5 years of experience in portfolio management, investment advisory, wealth management, or a related financial services role.
Strong knowledge of portfolio construction, asset allocation, investment products, and capital markets.
Experience conducting KYC reviews, suitability assessments, and client portfolio reviews.
Excellent communication and relationship management skills.
Strong organizational skills with a high level of attention to detail.
Demonstrated commitment to ethical conduct and acting in clients' best interests.

WHAT SUCCESS LOOKS LIKE:

The successful candidate will be someone who:

Earns and maintains client trust through professional expertise and sound judgment.
Combines technical investment knowledge with strong interpersonal skills.
Takes ownership of client relationships and follows through on commitments.
Values collaboration, continuous learning, and personal accountability.
Thrives in a client-first, fiduciary-focused environment.

WHY MODERNADVISOR:

At ModernAdvisor, you'll join a team that believes great advice starts with doing what's right for clients. We offer the opportunity to work alongside experienced professionals in a collaborative environment where integrity, innovation, and continuous improvement are valued.

If you're seeking a role where you can make a meaningful impact on clients' financial lives while building your career with a growing portfolio management firm, we'd love to hear from you.

COMPENSATION:

$110,000 to $130,000 base salary plus revenue share on managed assets.

BENEFITS:

Dental care
Extended health care
Paid time off
RRSP match
Vision care
Hybrid work

Apply on LinkedIn About employer

More about this job

Responsibilities

Manage discretionary client portfolios in line with client mandates, firm models, and regulatory requirements, while conducting ongoing KYC reviews and suitability assessments. Lead client portfolio discussions, provide clear investment guidance, maintain accurate records, and collaborate with internal teams to deliver excellent service and support business growth.

Requirements

Candidates must be registered or eligible for registration as a Portfolio Manager Advising Representative in Canada, meet NI 31-103 proficiency requirements, and hold a CFA or CIM designation. At least five years of relevant experience is required, along with strong investment expertise, client communication and relationship skills, organizational ability, and a commitment to ethical, client-first advice.

Skills

Discretionary Portfolio Management
Portfolio Construction
Asset Allocation
Investment Advisory
Know Your Client Reviews
Suitability Assessments
Capital Markets Knowledge
Investment Product Knowledge
Client Communication
Risk Management
Regulatory Compliance
ETF Portfolio Management
Financial Services
Attention to Detail

Benefits

Dental Care
Extended Health Care
Paid Time Off
RRSP Match
Vision Care
Hybrid Work

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Management
Advising Representative
Portfolio Manager
CFA
CIM
National Instrument 31-103
Know Your Client
KYC Reviews
Suitability Assessments
Discretionary Investment Management
Portfolio Construction
Asset Allocation
Exchange-Traded Funds
ETFs
Evidence-Based Investing
Diversification
Capital Markets
Investment Advisory
Wealth Management
Fiduciary Responsibility
Regulatory Compliance
Risk Management
Model Portfolios
Investment Mandates
Client Portfolio Reviews
Revenue Share
Managed Assets

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Accounting & finance jobs in Canada

Accounting Clerk

Financial Manager - PLM (Product Line Mgmt)

Senior Financial Analyst - Corporate Accounting

Senior Accountant

Senior Accountant - Internal Services

BANKING ADVISOR

Regional Insurance Agent - Thunder Bay, ON

Regional Insurance Agent - Welland, ON

Financial Advisor

Financial Manager - PLM (Product Line Mgmt)

Senior Financial Analyst - Corporate Accounting

Senior Accountant - Cross Border Tax

Accounting Clerk

Associate Insurance Advisor - Farm Specialist

Senior Accountant

Accounting Clerk

Bookkeeper & HR Administrator