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Added 15 mins ago
RM
Manager - Diagnostic Imaging
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
As the Integrated Manager, you will oversee day-to-day operations of Diagnostic Imaging services at both Ross Memorial Hospital (RMH) and Haliburton Highlands Health Services (HHHS). Your…
Added 15 mins ago
KN
Remote Senior Amazon Operations Manager (Full-Time)
Kasha Nutrition
Remote, Canada
- Full-time
- Remote
We want someone who runs the account like their own business and thinks in systems.
Added 15 mins ago
HH
Senior AI Automation & Platform Architect
Health Hue Digital
Remote, Canada
- Full-time
- Remote
…plastic surgery and medical spa clients. This is not a settings-manager role; it is an engineering-first…
Added 15 mins ago
Produce - Supervisor Produce TF Belmont
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Langford, BC
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 30 mins ago
M
Client Portfolio Manager
ModernAdvisor
Vancouver, BC
- Full-time
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…
Added 45 mins 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 45 mins 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 45 mins ago
FC
Administrative Assistant
Federated Co-operatives Limited
Dryden, ON
- Full-time
The Team: You will work closely with Drivers and Service Technicians, and will report into the Manager, Propane Operations. This team strives to cultivate a culture of collaboration and…
Added 45 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Sooke, BC
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 45 mins ago
W
(CAN) Self Checkout Attendant
Walmart
North Vancouver, BC
- Part-time
…and escalate cash or technical issues to the Customer Service…
Added 45 mins ago
LC
Apparel Department Manager Part Time Day
Loblaw Companies Limited
Toronto, ON
- Part-time
We’re looking for Talented Passionate Leaders with a proven record of delighting customers and growing sales. As a Manager in, you will have an immediate impact on sales and customer…
Added 45 mins ago
LC
Meat Department Manager Part Time Day Greenlight Requisition
Loblaw Companies Limited
Toronto, ON
- Part-time
We’re looking for Talented Passionate Leaders with a proven record of delighting customers and growing sales. As a Manager in, you will have an immediate impact on sales and customer…
Added 45 mins ago
CI
Supervisor (Part Time)
Carters Inc.
Mississauga, ON
- Part-time
Lead and execute an assigned business focus area through planning and detailed follow through
Added 1 hour ago
NF
Produce Department Manager Full Time Day
No Frills
Burnaby, BC
- Full-time
We’re looking for Talented Passionate Leaders with a proven record of delighting customers and growing sales. As a Manager in, you will have an immediate impact on sales and customer…
Added 1 hour ago
LC
Assistant Front Store Manager, Hourly Part Time Day
Loblaw Companies Limited
Oshawa, ON
- Part-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 1 hour ago
LC
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Oshawa, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 1 hour ago
HB
Business Analyst / Project Manager – Corporate Applications / Salesforce / Workday - FinTech - $120,000-$200,000 CAD + Bonus
Hunter Bond
Montreal, QC
- $120,000 to $200,000 CAD / year
- Full-time
Job title: Business Analyst / Project Manager – Corporate Applications / Salesforce / Workday
Added 1 hour ago
LC
Merchandiser, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Ottawa, ON · Nepean, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 1 hour ago
BT
Senior Manager Level 3
Baker Tilly Canada
Owen Sound, ON
- Full-time
We are looking for a Senior Manager Level 3 to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll…
Added 1 hour ago
BT
Senior Tax Manager
Baker Tilly Canada
Moncton, NB · Greater Moncton, NB
- Full-time
We are looking for a Senior Tax Manager to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll…
Added 1 hour ago
DG
Catering Sous Chef
Dexterra Group
Mississauga, ON
- Full-time
Under the general supervision of the Catering Chef Manager, the Sous Chef oversees organizing, planning, preparing and executing the preparation of all catering events.
Added 1 hour ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 1 hour ago
SD
Pharmacy Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Saskatoon, SK
- Full-time
Proven ability to drive and build the business, lead by example and support enterprise programs
Added 2 hours ago
BC
Head of Operations
BIOAGRINEC CONSULTING & RECRUTEMENT
Canada
- Full-time
…responsible for developing operational strategies, optimizing business processes, driving efficiency, managing cross-functional teams, and ensuring operational excellence across the…
Added 2 hours ago
GE
Banquet Server
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Maintains close communication and works cooperatively with Banquet leadership team, co-workers in a clear, business-like and respectful manner which focuses on generating a positive,…

ModernAdvisor

Client Portfolio Manager

Vancouver, BC, Canada

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

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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

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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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