Jobs in Canada

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Added 7 hours ago
Associate Principal/Strategy & Medical Affairs (Life Sciences)
Charles River Associates - Private
Toronto, ON
…wide range of geographies, therapeutic areas, cross-functional client teams, and…
Added 9 hours ago
MP
Tax Manager, CAN
Moodys Private Client
Calgary, AB
- Full-time
Work alongside the US tax team on cross-border tax issues
Added 9 hours ago
MP
Senior Manager, US Tax
Moodys Private Client
Calgary, AB
- Full-time
Utilizing the Canada US Tax Treaty to determine filing positions for cross border clients
Added 14 hours ago
CP
Private Wealth Manager/Portfolio Manager
Cardinal Point Wealth Management, ULC
Toronto, ON
- Full-time
The ideal candidate is fully licensed in Canada, preferably with US/cross-border licensing and experience
Added 14 hours ago
MP
Tax Manager, CAN
Moodys Private Client
Calgary, AB
- Full-time
Work alongside the US tax team on cross-border tax issues
Added 16 hours ago
FF
Private Wealth Manager/Portfolio Manager
Focus Financial Partners
Toronto, ON
- Full-time
The ideal candidate is fully licensed in Canada, preferably with US/cross-border licensing and experience
Added 17 hours ago
First Officer PC-24, Dorval, CANADA
Starlink Aviation
Dorval, QC
Starlink Aviation is looking for a First Officer for a private operation (CAR 704), used by an owner client, based in Montreal Dorval (CYUL).
Added 17 hours ago
SA
First Officer PC-24, Dorval, CANADA
Starlink Aviation
Dorval, QC
- Internship
Starlink Aviation is looking for a First Officer for a private operation (CAR 704), used by an owner client, based in Montreal Dorval (CYUL).
Added 22 hours ago
ASSOCIATE ONE POINT PATIENT CARE SPECIALIST
Green Shield Canada
Canada
Must have a valid driver’s license and possess a car
Added 1 day ago
CP
Senior Private Wealth Manager/Tax Director
Cardinal Point Wealth Management, ULC
Toronto, ON
- Full-time
Being a peer resource for ad-hoc cross-border tax questions
Added 1 day ago
FF
Senior Private Wealth Manager/Tax Director
Focus Financial Partners
Toronto, ON
- Full-time
Being a peer resource for ad-hoc cross-border tax questions
Added 1 day ago
B
Senior Trust Officer, Private Wealth
BMO
Montreal, QC · IBMM
- Full-time
…within the regional team as part of the solution offered to the client or the relationship management solution. Identify business opportunities and make customer referrals to other…
Added 1 day ago
K
Private Client Account Manager (Personal Insurance)
KRGinsure
Toronto, ON
- Full-time
We're looking for an experienced Private Client Services (PCS) Account Manager to join our team. This is an opportunity to bring your expertise in private client insurance to a…
Added 1 day ago
T
Contact Centre Representative – TD Auto Finance, Customer Service Specialist
TD
Brossard, QC
- Full-time
…independently, you’ll spend about 95% of your time at your secure, private workspace. Your remaining time will be spent at a TD location for in-person team events and experiences. The…
Added 1 day ago
T
Contact Centre Representative – TD Auto Finance, Customer Service Specialist
TD
Toronto, ON
- Full-time
…independently, you’ll spend about 95% of your time at your secure, private workspace. Your remaining time will be spent at a TD location for in-person team events and experiences. The…
Added 1 day ago
EC
Clinical Director
EHN Canada
Halifax, NS
- $105,000 to $120,000 CAD / year
- Full-time
EHN Canada is the nation’s largest private network of industry-leading mental health, trauma, and addiction treatment facilities, each with a passion for providing quality treatment for…
Added 1 day ago
R
Manager, People Operations & Partner Affairs
RPIA
Toronto, ON
- Full-time
We are seeking a full-time permanent Manager, People Operations & Partner Affairs, to join our People & Culture team.
Added 1 day ago
MH
Executive Director
MaxPeople HR
Brantford, ON
- Full-time
Distinguishes and articulates connection between personal and organizational vision.
Added 2 days ago
NB
Account Manager, Commercial Banking
National Bank of Canada
AB · Edmonton, AB
- Full-time
A career as Manager, Commercial Banking in the Commercial & Private Banking 1859 team means having the responsibility of growing the portfolio of business clients assigned to you. The…
Added 2 days ago
OW
Oliver Wyman -Commercial Effectiveness and Private Capital Senior Consultant / Associate
Oliver Wyman
Toronto, ON
- Full-time
Private Capital x Commercial Effectiveness – Senior Consultant / Associate
Added 2 days ago
Client Services Officer
Scotiabank
Montreal, QC
Contributing to client portfolio management by reviewing and obtaining required authorizations, gathering supporting documentation including property taxes, appraisals, insurance,…
Added 2 days ago
Client Services Officer, Roynat Capital
Scotiabank
Toronto, ON
Contributing to client portfolio management by reviewing and obtaining required authorizations, gathering supporting documentation including property taxes, appraisals, insurance,…
Added 2 days ago
Cloud Operations Engineer II
Zafin
Toronto, ON
As a Cloud Operations Engineer III at Zafin, reporting to the Manager, Cloud Operations, you will be responsible for deploying, managing, and optimizing our SaaS cloud infrastructure and…
Added 2 days ago
A
Director, Manager Research & Oversight
Aviso
Toronto, ON
- $135,000 to $170,000 CAD / year
- Full-time
Reporting to the VP, Manager Research & Oversight, the Director, Manager Research & Oversight is responsible for leading the manager research and oversight function for NEI Investments and…
Added 3 days ago
P
Gestionnaire de projets sénior - Senior Project Manager
Planiform
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
…opportunity for you! We are currently looking for a Project Manager to join our team. Planiform is experiencing rapid growth, with many projects currently underway and many more to…

RPIA Capital Management

Client Portfolio Manager

Toronto, ON, Canada

Compensation Range: $150,000 – $175,000 base salary, additional compensation may be available · Full-time

Apply on LinkedIn About employer

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Job details

Pay: Compensation Range: $150,000 – $175,000 base salary, additional compensation may be available
Job type: Full-time
Experience: 10–15+ years of experience in fixed income (Portfolio Manager, trader, or product specialist), with meaningful exposure to institutional clients and consultants.
Posting language: English
Posted: Aug 6, 2026

Original job description

We are currently seeking a full-time Client Portfolio Manager to join our Client & Product Solutions team.

As a Client Portfolio Manager (CPM), you will serve as a key investment liaison across RPIA’s client base, supporting engagement across institutional, retail, and private wealth channels. This role is designed to act as a scalable extension of the investment team – enhancing the consistency and quality of client communication while reducing the time senior Portfolio Managers spend in client-facing activities.

The CPM will partner closely with Portfolio Managers and the sales team to clearly articulate portfolio strategy, positioning, and market insights, ensuring alignment and consistency of messaging across all client segments. While highly technical and client-facing, this role does not carry portfolio management or discretionary investment responsibility. The CPM will support client coverage across all channels and ensure clear, consistent communication of portfolio strategy and positioning across the firm’s entire client base.

The duties and responsibilities of the Client Portfolio Manager include but are not limited to:

Client Engagement & Investment Representation
- Act as an investment representative supporting client engagement across institutional, retail, and private wealth channels.
- Participate in client meetings, including board and investment committee presentations, alongside sales and senior investment team members.
- Clearly articulate portfolio construction, positioning rationale, performance, and market outlook in a client-appropriate manner.
- Translate complex investment concepts into clear, concise, and compelling insights for both technical and non-technical audiences.
- Support relationship development in partnership with the sales team, who retain ownership of client relationships.
Investment Communication & Strategy Alignment
- Maintain an in-depth understanding of portfolio positioning, investment strategies, fund structures, and mandate guidelines across all strategies.
- Ensure consistency of investment messaging across client segments by aligning closely with Portfolio Managers and Client & Product Solutions.
- Provide forward-looking market perspectives aligned with portfolio strategy.
- Act as a conduit between investment teams and clients to ensure accurate and consistent communication.
Client Deliverables
- Support the preparation and delivery of client materials including quarterly reviews, presentations, and ad hoc updates.
- Review and contribute to performance commentary, attribution insights, and client communications.
- Partner with internal teams (Risk & Analytics, Operations, Compliance) to ensure accuracy and consistency of client deliverables.
Business Development Support
- Support business development initiatives by participating in prospect meetings and client presentations across all channels.
- Contribute to RFPs, DDQs, and other client-facing materials.
- Assist in identifying opportunities to deepen relationships and expand mandates within existing clients.
- Support engagement with institutional consultants, financial advisors, and direct clients as applicable.
Thought Leadership & Content Development

- Develop market commentaries, white papers, and client communications in partnership with Client & Product Solutions and Investment Management.
- Contribute to the creation of presentation materials and product positioning documents (e.g., monthly/quarterly commentaries, updates, trade spotlights).
- Represent the firm at client events, conferences, and industry forums as an investment subject matter expert when appropriate.
Cross-Functional Collaboration
- Collaborate closely with Portfolio Managers, sales, compliance, and operations teams.
- Provide client feedback and market insights to investment teams to inform strategy and product development.
- Maintain a strong understanding of portfolio guidelines and constraints to effectively communicate positioning within client mandates.

Critical Competencies

Investment & Technical Expertise – Advanced knowledge of global fixed income markets (cash and derivatives), portfolio construction, fund structures, and quantitative bond analysis. Ability to clearly articulate portfolio strategy and positioning without assuming portfolio risk or discretionary authority.
Client Channel Expertise – Strong understanding of institutional, retail, and private wealth client segments, including their objectives, decision-making processes, and portfolio construction needs.
Strategic Communication – Exceptional written, verbal, and presentation skills with the ability to translate complex investment concepts into clear, compelling narratives tailored to diverse audiences. Demonstrates credibility and gravitas in client interactions.
Accountability & Ownership – Takes initiative, anticipates needs, and delivers with a high degree of professionalism and reliability.
Collaboration & Team Orientation – Works effectively across teams, fostering strong relationships with sales, portfolio management, and broader business functions.
Operational Excellence & Integrity – Maintains high standards of accuracy, professionalism, and adherence to regulatory and internal policies.

Requirements

10–15+ years of experience in fixed income (Portfolio Manager, trader, or product specialist), with meaningful exposure to institutional clients and consultants.
Deep understanding of portfolio construction, fund structures, mandate guidelines, and investment strategy implementation.
Demonstrated experience supporting or participating in board and investment committees presentations.
CFA or CIM, and other minimum criteria for registration with Canadian securities regulators are required.
Excellent communication and relationship management skills.
High degree of professionalism, executive presence and sound judgment in client-facing environments.
Proficiency with CRM systems (e.g., Salesforce) and strong Excel/PowerPoint skills.
Bilingualism (English/French) is considered an asset.

Additional Information

Position Type: Full-Time Permanent
Work Location: Toronto
To learn more about life at RPIA, visit https://rpia.ca/
Read our firm’s magazine, Voices of RPIA: https://online.flippingbook.com/view/859829658/
This is to fill an open vacancy
Artificial Intelligence may be used as part of this recruitment initiative
Compensation Range: $150,000 – $175,000 base salary, additional compensation may be available

RPIA is proud to be Great Place to Work Certified™. What sets us apart?

Exceptional single and family benefits package that includes health, dental, and vision insurance plus additional Health Care Spending and Wellness credits.
inConfidence (provided by Medavie Blue Cross via Inkblot) Employee and Family Assistance Program to support mental well-being and extends to all family members in your household.
Opportunities for professional and personal growth through:
- Cross-functional Mentorship Program
- Internally curated Leadership Skills training program

RPIA is an Equal Opportunity Employer

We believe in the power of diversity of thought, and we aspire to have an inclusive workplace that mirrors the fabric of our community. We strongly encourage applications regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. We are committed to providing an accessible and equitable application and hiring process and will make accommodations should you require it at any point. We encourage you to connect with us at hr@rpia.ca if you require accommodation during the recruitment process.

Our culture is defined by our six core values: client-first, innovation, excellence, partnership, integrity, and giving back. Our clients often say the outstanding service we deliver is as important to them as the returns we achieve for them. With over 135 employees and approximately $21 billion under management for a broad investor base of institutions and private clients, we proudly remain privately owned by employees who invest alongside our clients.

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More about this job

Responsibilities

Represent investment strategies to institutional, retail, and private wealth clients, explaining portfolio positioning, performance, and market outlook without discretionary portfolio management responsibility. Prepare client materials and thought leadership, support business development, and coordinate consistent investment communications with portfolio managers, sales, and internal teams.

Requirements

Requires 10–15+ years of fixed-income experience, deep knowledge of portfolio construction, fund structures, mandate guidelines, and investment strategy, plus experience with institutional clients and investment committee presentations. CFA or CIM and eligibility for Canadian securities regulator registration are required, along with strong communication skills and proficiency in CRM systems, Excel, and PowerPoint.

Skills

Fixed Income Markets
Portfolio Construction
Institutional Client Engagement
Market Analysis
Performance Attribution
Presentation Skills
Written Communication
Business Development
RFP and DDQ Preparation
Cross-Functional Collaboration
Excel
PowerPoint
Salesforce
Regulatory Compliance

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Health Care Spending Credits
Wellness Credits
Employee and Family Assistance Program
Cross-Functional Mentorship Program
Leadership Skills Training

Visa sponsorship

Not detected in the job text

Keywords

Fixed Income
Cash and Derivatives
Portfolio Construction
Fund Structures
Quantitative Bond Analysis
Investment Strategy
Mandate Guidelines
Institutional Clients
Private Wealth
Retail Clients
Client Portfolio Management
Performance Attribution
Market Outlook
RFPs
DDQs
CFA
CIM
Canadian Securities Regulators
Salesforce
Excel
PowerPoint
Risk and Analytics
Compliance
Client Presentations
Thought Leadership

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Work requirements

Jobs in Canada