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Added 14 mins ago
KN
Remote Senior Amazon Operations Manager (Full-Time)
Kasha Nutrition
Remote, Canada
- Full-time
- Remote
…your role, SKUs and monthly sales), one system you built (blur client data), and a video of 3 minutes or less on camera about the hardest Amazon problem you…
Added 14 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 30 mins ago
M
Client Portfolio Manager
ModernAdvisor
Vancouver, BC
- Full-time
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…
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
My client, an established and expanding FinTech organisation are seeking a hybrid Business Analyst / Project Manager to join their team.
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
BT
Tax Manager
Baker Tilly Canada
Courtice, ON
- Full-time
We are looking for a 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 collaborate…
Added 1 hour ago
BT
Audit & Accounting Manager
Baker Tilly Canada
Vancouver, BC
- Full-time
We are looking for an Audit & Accounting Manager to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here,…
Added 1 hour ago
CG
Unit Manager (Food Services)
Compass Group Canada
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
Ensure excellent client relationships and client satisfaction with the service and menu options.
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 2 hours ago
GC
Unit Manager (Food Services)
Group Compass Ltee
Calgary, AB
- Full-time
Ensure excellent client relationships and client satisfaction with the service and menu options.
Added 2 hours ago
CG
Unit Manager (Food Services)
Compass Group Canada
Calgary, AB
- Full-time
Ensure excellent client relationships and client satisfaction with the service and menu options.
Added 2 hours ago
U
Représentant des ventes – Région d’Ottawa, ON et Gatineau, QC
USG
Montreal, QC
- Other
Développer de solides relations avec les départements internes, tels que le marketing, la distribution, le service client et la comptabilité, est également essentiel pour réussir dans ce…
Added 3 hours ago
M
Seasonal Sales Support - Halton Hills (Toronto Premium Outlets)
Mackage
Halton Hills, ON
- Part-time
Reporting to the Store Manager, the Seasonal Sales Support provides assistance to the team members and is responsible for all areas listed below. They participate in all the essential…
Added 3 hours ago
PS
Financial Planning and Analysis Manager
Professional Staffing
Mississauga, ON
- $130,000 to $150,000 CAD / year
- Full-time
Reporting directly to our client's President and Chief Executive Officer, the Manager, FP&A will serve as the strategic financial co-pilot to the executive leadership team while providing…
Added 4 hours ago
D
Catering Sous Chef
Dexterra
Mississauga, ON
- $25 to $28 CAD / hour
- 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 4 hours ago
NB
Senior Advisor, Program Governance
National Bank of Canada
Montreal, QC
- Full-time
Working closely with the Commercial Financing Transformation Program Manager (Pillar 5), pillar leaders, initiative owners and delivery teams, you contribute to the operation and evolution…
Added 4 hours ago
NB
Branch Manager
National Bank of Canada
Dolbeau-Mistassini, QC
- Full-time
As an Advice Centre Manager, you’ll manage your branch and play a strategic role by guiding your team and helping each member achieve their objectives. With an approach focused on listening…
Added 4 hours ago
CC
café manager
Conversations Coffee House
Revelstoke, BC
- Full-time
Added 4 hours ago
NB
Branch Administrator
National Bank of Canada
Oakville, ON
- Full-time
Provide administrative support to the Regional Manager on a variety of tasks
Added 4 hours ago
MS
Financial Assistant
Marberg Staffing
Toronto, ON · North York, ON
- Temporary
Finance Assistant (2 positions) for provincial government agency client, North York office.
Added 5 hours ago
F
Project Manager
FISPAN
Vancouver, BC
- Full-time
Act as the point of contact in managing all planning and implementations through heavy engagement with the client
Added 5 hours ago
QM
Technicien(ne) comptable / Accounting Technician
Quantum Management Services Ltd.
Pointe-Claire, QC
- $60,000 to $65,000 CAD / year
- Full-time
Notre client, un cabinet CPA en croissance situé dans l'Ouest-de-l'Île de Montréal, recherche une personne rigoureuse, autonome et motivée à développer sa carrière au sein d'une équipe à…
Added 5 hours ago
BH
Sales Representative - Edmonton/Northern AB
Bausch Health Companies Inc.
AB · Edmonton, AB
- Internship
May have special markets/complex product lines assigned that require significant client relationship skills.
Added 6 hours ago
Human Resources Administrator
Bayshore
Thunder Bay, ON
As the Human Resources Administrator, you will support daily HR operations under the direction of the Human Resources Manager. You will assist with human resources functions, perform…

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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