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Added 3 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 3 mins ago
WI
Senior Process Engineer - Wastewater Treatment
WSP in Canada
Sarnia, ON
- Full-time
As a Senior Process Engineer – Wastewater Treatment, you will lead the planning, evaluation, design, commissioning, and optimization of municipal treatment facilities. You will combine…
Added 3 mins ago
Produce - Supervisor Produce TF Belmont
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Langford, BC
Lead department in accordance with company presentation standards
Added 18 mins ago
M
Client Portfolio Manager
ModernAdvisor
Vancouver, BC
- Full-time
Lead client review meetings and portfolio discussions by phone or virtual meetings.
Added 18 mins ago
SC
shift supervisor - Store# 20542, UPPER WINDERMERE
Starbucks Coffee Company
Edmonton, AB
- Full-time
As a Starbucks Shift Supervisor, you will assist the store manager in executing store operations during scheduled shifts. As a team lead, you will deploy partners and delegate tasks to…
Added 32 mins ago
HT
Director, Finance (CSM)
Husky Technologies
Bolton, ON
- Full-time
At Husky TechnologiesTM, our success is based on your success. Our ability to keep our customers in the lead is based on building the strongest team possible.
Added 32 mins ago
EK
Shift Manager
Earls Kitchen + Bar
Kelowna, BC
- $25 to $28 CAD / hour
- Full-time
Exemplify exceptional leadership skills. Using our core values, you take a stand for yourself, your career, and the way you lead.
Added 32 mins ago
C
CNC Machine Operator - Precision Equipment
CyberCoders
Chatham, NB
- $30 to $32 CAD / hour
- Contract
Strong understanding of CNC operations and machine shop practices
Added 32 mins ago
LC
Apparel Department Manager Part Time Day
Loblaw Companies Limited
Toronto, ON
- Part-time
- Lead, coach and motivate colleagues to achieve success and foster colleague growth
Added 32 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
Lead, coach and motivate colleagues to achieve success and foster colleague growth
Added 1 hour ago
L
Senior Cybersecurity Analyst - SOC
lululemon
Vancouver, BC
- Full-time
The lululemon cybersecurity team enables lululemon to conduct its global operations in a secure manner and safeguard the trusted information of its guest and users. This is accomplished by…
Added 1 hour ago
PC
HES Specialist – Canada (East Region)
Parkland Corporation
Quebec, QC
- Full-time
Le spécialiste SSE soutient les programmes de santé, sécurité et environnement (SSE) au sein des opérations de Sunoco dans la région Est du Canada. Le titulaire du poste travaille en…
Added 1 hour ago
BT
Senior Manager Level 3
Baker Tilly Canada
Owen Sound, ON
- Full-time
Lead, coordinate, manage and evaluate the operations of the organization’s accounting and audit functions;
Added 1 hour ago
A
Electrical Technologist
Actalent
Toronto, ON · Etobicoke, ON
- $35 to $48 CAD / hour
- Full-time
Assist the test lead in preparing detailed test plans and test log sheets to ensure accurate documentation of test parameters and results.
Added 1 hour ago
P
Retail Operations Lead
PetSmart
Belleville, ON
- Full-time
PetSmart’s Process Lead (Retail Operations Lead) has shared responsibility to drive operational excellence in our stores while upholding the company’s vision, mission, values, and strategy.…
Added 1 hour ago
L
Dairy/Frozen Assistant Department Manager - Full Time
Longo's
Oakville, ON
- Full-time
…Manager to ensure that the department is prepared for daily…
Added 1 hour ago
CG
Unit Manager (Food Services)
Compass Group Canada
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
Lead all phases of food preparation, operation planning and expenditures, budgeting, costing and maintaining proper inventory levels.
Added 1 hour ago
DG
Catering Sous Chef
Dexterra Group
Mississauga, ON
- Full-time
Assist with other unit operations as necessary.
Added 1 hour ago
SD
Pharmacy Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Saskatoon, SK
- Full-time
To manage the overall operations of the Pharmacy, including providing consultation to both customers and health care providers, practice to full scope in providing professional services,…
Added 1 hour ago
W
(CAN) Leader d'équipe, boulangerie et charcuterie
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5. Review completed schedules with People Lead
Added 1 hour ago
GC
Unit Manager (Food Services)
Group Compass Ltee
Calgary, AB
- Full-time
Lead all phases of food preparation, operation planning and expenditures, budgeting, costing and maintaining proper inventory levels.
Added 2 hours ago
BC
Head of Operations
BIOAGRINEC CONSULTING & RECRUTEMENT
Canada
- Full-time
We are seeking an experienced, strategic, and results-driven Head of Operations to lead and oversee the organization’s operational functions. This role is responsible for developing…
Added 2 hours ago
CG
Unit Manager (Food Services)
Compass Group Canada
Calgary, AB
- Full-time
Lead all phases of food preparation, operation planning and expenditures, budgeting, costing and maintaining proper inventory levels.
Added 2 hours ago
GE
Event Centre - Food and Beverage Supervisor
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Required to attend or lead pre-shift meetings, staff meetings, shift preparation, service and closing duties.

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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