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Added 49 mins ago
NR
Children’s Services Program Supervisor
Niagara Region
ON · Niagara, ON
- Contract
…competing demands; audit contracted Home Child Care Provider and client files, make decisions regarding quality of service and child…
Added 1 hour ago
M
Senior Business Architecture Advisor, Direct Distribution
Maarut
Montréal-Est, QC · Montreal, Quebec
- Contract
The client is looking for the Salesforce technical reference
Added 1 hour ago
M
Tech Lead Salesforce Financial Services Cloud (FSC)
Maarut
Montréal-Est, QC · Montreal, Quebec
- Contract
The client is looking for the Salesforce technical reference
Added 1 hour ago
ID
Senior Vice President (SVP) – Client Partner
Intellect Design Arena Ltd
Vancouver, BC
- $240,000 to $260,000 CAD / year
- Full-time
We are seeking a high-caliber, strategic Senior Vice President (SVP) – Client Partner to lead and scale our Canadian sales team focused on the Credit Union and Mid-Market Bank cluster in…
Added 3 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Lillooet, BC
- Full-time
TITLE: Family Physician - Successful applicants eligible for a 0.2 FTE medical lead
Added 3 hours ago
T
Account Manager
Tru
Toronto, ON
- Full-time
Strategic Account Planning: Support and lead Quarterly Business Reviews, account planning sessions, and the development of short- and long-term marketing and technology roadmaps aligned to…
Added 3 hours ago
H
Sales Development Representative - French Speaker
Huzzle
Remote, Canada
- Full-time
- Remote
…to full-time remote roles where they’re hired directly into client teams and provided ongoing support by…
Added 4 hours ago
A
Associate Portfolio Manager, Global Fundamental
AIMCo
Calgary, AB
- Full-time
…critical part in advancing the organization’s global investment strategy by supporting our existing internally managed global equity portfolio and contributing to evaluating prospective…
Added 4 hours ago
B
Senior Sales Manager
BoomerangFX
ON · Ontario, Canada
- Full-time
…records, accounting, data analytics, digital advertising and lead generation in a single user-friendly solution – this unique feature-rich practice management solution is supported by…
Added 5 hours ago
K
SOC T3 Expert
Kyndryl
Barrie, ON
- Full-time
Lead complex investigations and conduct deep analysis of security events focused on rapid containment, remediation, and mitigation.
Added 5 hours ago
WW
Corporate Director, GIS Services
Wood West & Associates Inc.
Vancouver, BC
- Full-time
We are seeking an experienced GIS Director to lead and expand GIS capabilities across North America. This senior leadership opportunity is ideal for a strategic and technically strong…
Added 6 hours ago
F
Chief Revenue Officer (CRO) & Co-founder - AI for Small Law Firms
FutureSight
Canada
- Full-time
…constraints: missed calls, slow follow-up, intake handled between client matters, inconsistent marketing, and administrative work competing with billable time. Building larger intake,…
Added 9 hours ago
O
Orchard - VP, Client Services & Digital Transformation (Toronto)
Orchard
Toronto, ON
- $15,000 to $170,000 CAD / year
- Full-time
The VP, Client Services and Digital Transformation owns end-to-end accountability for an account or account group: strategic and creative direction, client leadership and growth, and the…
Added 9 hours ago
RH
Director of Operations
RNS Health Care Services
ON · Aurora, Ontario
- Full-time
…across key areas of the organization, including Human Resources, Client Services Operations, Nursing & Rehab Services, and Performance Management. Working closely with the President/CEO and…
Added 9 hours ago
I
Manager, Product Manufacturing
Inertia
Toronto, ON
- Full-time
Manage manufacturing change control, nonconformance, and CAPA for the programs you lead, and support client and regulatory audits.
Added 9 hours ago
I
Product Development Team Lead
Inertia
Toronto, ON
- Full-time
Lead client meetings and all client communications including non-technical aspects such as billing, expenses, etc.
Added 10 hours ago
CC
Director, Indigenous & Stakeholder Relations
Compass Canada
ON · Mississauga, ON
- Full-time
Act as a senior relationship lead in critical or high-risk client and partner situations.
Added 10 hours ago
CC
Manager, Business Development - Western Canada
Compass Canada
Calgary, AB
- Full-time
Lead Generation & Pipeline Management: Conduct market research to source new business opportunities, accurately forecast future business wins.
Added 10 hours ago
CC
Executive Chef, Culinary Strategy & Member Solutions
Compass Canada
ON · Mississauga, ON
- Full-time
The Executive Chef, Culinary Strategy & Member Solutions leads culinary strategy, sourcing implementation, product optimization, menu innovation, and member consulting across Foodbuy’s…
Added 10 hours ago
CC
Director, Business Development, Mining - Eastern Canada | Directeur(trice), Développement des affaires
Compass Canada
Winnipeg, MB · Fredericton, NB · St. John's, NL · Halifax, NS · Ottawa, ON · Toronto, ON · Montreal, QC
- Full-time
Strategic Planning: Develop and execute winning market-entry and account-growth strategies. Build tailored client engagement plans, establish relationships with key decision-makers, and…
Added 10 hours ago
CC
Director, Business Development - Corporate Business & Industry Hospitality
Compass Canada
Calgary, AB · Vancouver, BC
- Full-time
Coordinate and lead RFP responses, formal presentations, client meetings, site visits, and contract negotiations
Added 10 hours ago
CC
Director, Strategic Alliance Group
Compass Canada
Toronto, ON · Montreal, QC
- Full-time
Lead planning and strategy for key accounts, including identifying priorities, managing account focus, and supporting clients through all stages of the partnership lifecycle
Added 10 hours ago
CC
Head of Revenue, Sales and Partnerships
Compass Canada
Vancouver, BC
- Full-time
…overall Lazy Gourmet) LG) sales function and revenue growth strategy, with accountability for sales performance, business development, strategic partnerships and the leadership and…
Added 15 hours ago
NB
Retirement Stategy Advisor
National Bank of Canada
Brossard, QC
- Full-time
A career as a retirement Strategy Advisor at National Bank means acting as an expert·in retirement planning and strategies for clients. With your expertise, you can help your clients during…
Added 15 hours ago
TC
Senior Data Engineer - Partnership Intelligence
Two Circles
Vancouver, BC
- Full-time
…non-technical team members to deliver our vision, roadmap, and data strategy in addition to innovative client…

Q Wealth Partners

Associate Portfolio Manager / Portfolio Manager (Saskatoon)

Calgary, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 6, 2026
Posting language: English
Posted: Oct 7, 2026

Original job description

You've built a book. Now build a practice that grows.

You've earned your clients' trust, and you know how to manage money. What you may not have is the support around you: planners bringing you integrated relationships, an operations team handling the back office, and a firm whose investment approach you'd be proud to put your name to.

Q Wealth is looking for an experienced Portfolio Manager (or an Associate Portfolio Manager) working toward full registration) to join one of our Saskatoon partners. This role is for someone who already has an established client base and wants to spend their time advising clients and managing portfolios, with a firm behind them that helps the practice grow.

Why QWealth

Fiduciary from the ground up. We're a portfolio management firm, so acting in the client's best interest is the legal standard we work to.
Planning-led relationships. You'll work alongside our Financial Planners and Wealth Advisors. Investment strategy is built into each client's full financial picture, and that integration brings in new relationships.
A real investment voice. Our PMs sit on the investment committee and its sub-committees. You'll help shape how the firm invests, not just carry out a model.
Infrastructure that frees up your time. Portfolio oversight runs on d1g1t, with operations and compliance support behind you, so you spend more of your day with clients and less on administration.
Transition support. Onboarding support for transitioning clients, dedicated ops help during the move.
A long-term path. We're building our Saskatoon presence and want someone who can grow into a leadership role as the team expands.

What You'll Do

Lead Know Your Client meetings, set appropriate mandates and investment policies, and meet all fiduciary obligations, with clear, complete documentation throughout.
Build long-term, trusting relationships with clients, and communicate clearly with clients, colleagues and the wider team.
Build asset mixes that fit each client's mandate, needs and restrictions, and keep portfolios within Mandate/IPS ranges through daily oversight in d1g1t.
Complete KYC updates and suitability reviews for every client at least once every 12 months, documenting any exceptions.
Answer client and advisor questions that need real analytical depth on markets, the economy, products and portfolio performance.
Partner with each client's Financial Planner or Wealth Advisor so investment strategy and planning goals work together.
Contribute to the investment committee and sub-committees.
Resolve issues constructively when they come up, and take on other duties that call for an Advising Representative.

What You Bring

Registration as an Advising Representative, or eligibility for Associate Advising Representative registration with a clear path to full PM registration (CFA® charter or CIM® designation
A fiduciary mindset and a genuine commitment to putting clients first.
Strong communication skills with clients and colleagues alike.
Interest in contributing to firm-wide investment decisions.

Apply About employer

More about this job

Responsibilities

Lead client meetings, establish suitable investment mandates and policies, oversee portfolios within mandate and IPS limits, and complete documented KYC updates and suitability reviews. Build trusted client relationships, coordinate investment strategies with financial planners and wealth advisors, address analytical client and advisor questions, and contribute to investment committee decisions.

Requirements

Candidates must be registered as an Advising Representative or eligible for Associate Advising Representative registration, with a clear path to full Portfolio Manager registration through a CFA charter or CIM designation. The role calls for an established client base, a fiduciary mindset, strong communication skills, and an interest in contributing to firm-wide investment decisions.

Skills

Portfolio Management
Know Your Client (KYC)
Investment Policy Development
Fiduciary Compliance
Asset Allocation
Portfolio Oversight
Suitability Reviews
Market Analysis
Economic Analysis
Investment Product Analysis
Portfolio Performance Analysis
Financial Planning Collaboration
Client Communication
d1g1t

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Management
Associate Portfolio Manager
Portfolio Manager
Advising Representative
Associate Advising Representative
CFA Charter
CIM Designation
Fiduciary Duty
Know Your Client
KYC
Investment Mandates
Investment Policy Statement
IPS
Asset Mix
Portfolio Oversight
Suitability Reviews
Financial Planning
Wealth Advisory
Investment Committee
d1g1t
Client Transition Support
Compliance
Portfolio Performance
Market Analysis
Economic Analysis

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