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Added 1 hour 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 1 hour 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 1 hour 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 2 hours ago
P
Branch Operations Manager, British Columbia
Panasonic
Burnaby, BC
- Full-time
The Branch Operations Manager leads the day-to-day operations of a commercial refrigeration service and installation business in British Columbia. The role is responsible for managing field…
Added 4 hours ago
RP
Counter Sales Representative
Reliable Parts Ltd.
Mississauga, ON
- Full-time
We are a leading distributor of appliance parts in the US and Canadian markets. With over 60 branch locations and multiple distribution centers, we provide service to customers in multiple…
Added 6 hours ago
BH
Sales Representative - Edmonton/Northern AB
Bausch Health Companies Inc.
AB · Edmonton, AB
- Internship
Focuses on territory sales targets, new business development, and troubleshooting on problem or key markets.
Added 7 hours 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 7 hours 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 11 hours ago
BI
Technical Inside Sales Manager
Bray International, Inc.
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
The Technical Inside Sales Manager is the main point of contact for customer support within the inside sales department. This role supervises the inside sales and customer service teams for…
Added 13 hours ago
J
VIP Insurance Broker
JobsMedia.io
Toronto, ON
- Full-time
We are currently recruiting for a Private Client Account Manager on behalf of a boutique brokerage in the Greater Toronto Area.
Added 13 hours 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 13 hours 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 14 hours ago
E
Program Manager
Equus
Bath, ON · Loyalist Township/Bath, Ontario
- $32.5 CAD / hour
- Full-time
The Program Manager reports to the Project Director for a given region and provides leadership through planning, implementing, coordinating, and evaluating Agilec sites/projects to ensure…
Added 17 hours ago
CM
Store Manager - Parksville
Choices Market
Parksville, BC
- Full-time
…quality driven leadership style. Alongside the Assistant Store Manager you will be responsible for team member hiring, development and administration, as well as ensuring the delivery of…
Added 17 hours ago
A
Représentant(e) Ventes internes/Inside Sales Representative
ADP
Montreal, QC
- Full-time
Added 18 hours ago
Manager, Enterprise
BrainStation
Toronto, ON
As a Manager, Enterprise, you will lead engagements with global organizations as they transform for the AI era. Our clients are leaders in their industries, operating across markets…
Added 18 hours ago
D
Expression of Interest - Sales Development Representative (Toronto)
Darktrace
Toronto, ON
- Full-time
Identifying key decision makers whilst developing and qualifying new business opportunities within the targeted markets through cold calling, event recruitment and high-level prospecting.
Added 19 hours 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 19 hours 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 19 hours ago
EP
Branch Operations Manager
East Penn Canada
Ottawa, ON
- Full-time
…support transportation, motive power, backup power, and consumer markets by helping the business operate efficiently, serve customers effectively, and make informed decisions every day. We…
Added 20 hours ago
O
Order Desk Representative
Olymel
Boucherville, QC
- Full-time
Reporting to the Manager, Order Management and Customer Service, the incumbent's primary responsibilities will include:
Added 22 hours ago
RB
Associate Director, Wholesale & Commercial Credit Risk
Royal Bank of Canada
Toronto, ON
- Full-time
…portfolio of accounts including clients across the Capital Markets, Corporate Client Group and Commercial Real Estate business lines. The position offers a unique opportunity to develop a…
Added 23 hours ago
KD
Premier·ère comptable | Senior Accountant
Keurig Dr Pepper
Montreal, QC
- Full-time
Reporting to the Accounting Manager-Canada, the Senior Accountant will primarily support the Canadian operations and the global derivatives portfolio of KDP. Requires a problem-solving…
Added 23 hours ago
EC
PS C&I National Sales Manager
Eaton Corporation
Toronto, ON · Windsor, ON · Ottawa, ON · Mississauga, ON · Burlington, ON · Milton, ON · Montreal, QC · Brossard, QC · Delta, BC · Airdrie, AB · Edmonton, AB · Calgary, AB
- Full-time
The Power Systems (PS) Commercial/Industrial (C&I) National Sales Manager (NSM) position requires a highly motivated, preferably competitive personality, with strong leadership and…
Added 1 day ago
DG
Manager, Talent Attraction [Campus]
Doane Grant Thornton LLP
Toronto, ON
- Full-time
As a Manager, Talent Attraction [Campus] you will:

ModernAdvisor

Client Portfolio Manager

Vancouver, BC, Canada

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

Apply About employer

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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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