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Added 1 min ago
K
Associate Vice President, Corporate Finance
KPMG
Calgary, AB · AB · Winnipeg, MB · Edmonton, Alberta
- Full-time
…challenges. Here, you can build momentum that reaches beyond our business, develop skills for the future, and take ownership of your career with support at every stage. Join a firm where…
Added 1 min ago
K
Manager - Governance, Risk & Compliance Services / Internal Audit and Internal Controls in Halifax
KPMG
Halifax, NS
- Full-time
…challenges. Here, you can build momentum that reaches beyond our business, develop skills for the future, and take ownership of your career with support at every stage. Join a firm where…
Added 1 min ago
K
Manager, People & Change
KPMG
Ottawa, ON
- Full-time
…challenges. Here, you can build momentum that reaches beyond our business, develop skills for the future, and take ownership of your career with support at every stage. Join a firm where…
Added 1 min ago
K
Senior Consultant - Governance, Risk & Compliance Services / Internal Audit and Internal Controls in Halifax
KPMG
Halifax, NS
- Full-time
…challenges. Here, you can build momentum that reaches beyond our business, develop skills for the future, and take ownership of your career with support at every stage. Join a firm where…
Added 16 mins ago
LN
Entry-Level Business Development Associate
Lega Nova Group
NS · Nova Scotia, Canada
- Full-time
Developing practical sales, communication, and business development skills
Added 16 mins ago
SD
Pharmacist, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Calgary, AB
- Full-time
Proven ability to drive and build the business, lead by example and support enterprise programs
Added 16 mins ago
C
Optical AI Product Line Manager
Ciena
Ottawa, ON
- Full-time
…technology company that leads with our humanity - driving our business priorities alongside meaningful social, community, and societal…
Added 46 mins ago
H
Director of Customer Success
Haystack
Canada
- $243,000 to $365,000 CAD / year
- Full-time
Develop and implement scalable sales processes, account planning models, and operational playbooks to support business growth.
Added 46 mins ago
SM
Senior Account Manager (Base + Commission)
Setsail Marketing
Vancouver, BC
- Full-time
Learn each client's business deeply enough to see what they need before they ask.
Added 1 hour ago
LC
Charcuterie Assistant Gérant/Superviseur temps plein jour Embauche feu vert
Loblaw Companies Limited
Cowansville, QC
- Full-time
Our commitment to Sustainability and Social Impact is an essential part of the way we do business, and we focus our attention on areas where we can have the greatest impact. Our approach to…
Added 1 hour ago
PF
Traveling Merchandiser
Performance Food Group
Kamloops, BC
- Full-time
Full-Time, Monday to Friday, 8AM to 5PM (May vary based on business needs)
Added 1 hour ago
HE
Entry-Level Customer Services – Hospitality or Retail Backgrounds Welcome
Hype Events
Toronto, ON
- Full-time
At Hype Events, we help hospitality professionals transition into long-term careers in sales, marketing, and business leadership - representing industry-leading brands across diverse…
Added 2 hours ago
ES
Senior Consultant (BudgetPro)
Euna Solutions
Oakville, ON
- Full-time
You’ll be part of a team of tenured professionals known for their breadth and depth in bestpractice business processes and Euna Budget Pro capabilities. In this role, you will:
Added 2 hours ago
RM
Supervisor, Centralized Scheduling
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
An undergraduate degree or diploma in Human Resources, Business Administration, or a related field, or an equivalent combination of education and relevant experience.
Added 2 hours ago
HE
Sales and Marketing Management Trainee
Hype Events
Toronto, ON · Greater Toronto Area, Canada
- $41,000 to $45,000 CAD / year
- Full-time
Looking for more than a job? Ready to build real-world business skills, develop your leadership abilities, and learn what it takes to grow a business from the ground up?
Added 2 hours ago
HE
Direct Marketing Specialist
Hype Events
Toronto, ON · Greater Toronto Area, Canada
- $41,000 to $45,000 CAD / year
- Full-time
Opportunities to develop leadership skills and take on additional responsibilities based on performance and business needs.
Added 3 hours ago
LG
UX Designer - Unannounced Project
Lightfox Games
Vancouver, BC
- Full-time
Advocate for the player experience in cross-functional discussions, balancing usability goals with design and business constraints
Added 3 hours ago
AU
Outside Sales Consultant
Alsco Uniforms
Toronto, ON
- Full-time
…that will train you, coach you and assist you in closing new business. After your 13-week training period, you will be ready to identify and secure new customers, build relationships, and…
Added 3 hours ago
C
Senior Controls Engineer
CGT
Cambridge, ON
- $110,000 to $120,000 CAD / year
- Full-time
Standard 40-hr work week, but additionally may be required to work evenings, and weekends to accommodate business requirements including on an on-call basis when necessary.
Added 4 hours ago
CT
Analyst, Data Governance
Canadian Tire Corporation
Oakville, ON
- Full-time
Knowledge of business intelligence, modern data warehousing techniques, cloud solutions such as Azure or GCP.
Added 4 hours ago
NB
Banking Advisor
National Bank of Canada
Sainte-Agathe-des-Monts, QC
- Full-time
Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning…
Added 4 hours ago
NB
Manager, Financing Solutions - Real Estate Group
National Bank of Canada
Calgary, AB
- Full-time
Knowledge of business banking products and services.
Added 4 hours ago
NB
Business Account Manager
National Bank of Canada
Brossard, QC
- Full-time
…means having the responsibility of growing the portfolio of business clients assigned to you. The varied and complex tasks will allow you to quickly become a privileged guide in all your…
Added 4 hours ago
TS
Lead Hand Mechanic
The Seaboard Transport Group
AB · Edmonton, AB
- Full-time
Are you ready to take your career to the next level with an innovative and family-owned business? Seaboard Transport Group is passionate about transportation - on the road, in the shop, and…
Added 5 hours ago
CH
Director of Sales and Marketing - Element by Westin - Downtown - Calgary, AB
Concord Hospitality Enterprises
AB · Calgary, AB
- Full-time
…strong understanding of customer relationship development, business prospecting, and sales team…

Sonance Wealth Partners

Associate Portfolio Manager | Ongoing Opportunities

Ottawa, ON, Canada
Edmonton, AB, Canada
Lethbridge, AB, Canada

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Job details

Posting language: English
Posted: Oct 9, 2026

Original job description

Associate Portfolio Manager | Ongoing Opportunities

Location: Canada and United States Employment: Full-time Work arrangement: Office-based, hybrid or remote depending on the specific opportunity

The opportunity

We welcome expressions of interest from early-career investment professionals seeking future Associate Portfolio Manager opportunities across Sonance Financial’s Partner Groups. This is an ongoing talent pool, not an advertisement for a specific current vacancy.

This is a development-focused role supporting senior portfolio managers and investment leaders. You would contribute to research, portfolio analysis, reporting and advisor support while building your investment knowledge and judgment. The role does not assume independent discretionary authority, responsibility for leading an investment platform or unsupervised client advice. Responsibilities will reflect your experience, registration status and the requirements of the employing entity.

What you could contribute

Research investment funds, ETFs, managers and market developments, documenting findings for senior review.
Assist with portfolio performance, allocation, exposure and risk analysis.
Prepare portfolio-review materials, reports, presentations and draft market commentary.
Support manager due diligence and monitoring of approved investment strategies.
Help maintain investment research records, portfolio data and investment-policy documentation.
Assist senior colleagues with implementation and rebalancing analysis, with any trading subject to appropriate authorization and review.
Join advisor or client meetings alongside senior colleagues and support accurate follow-up.
Coordinate with investment operations, compliance and advisory teams, escalating questions or discrepancies.

What you bring

A degree in finance, economics, business or a related discipline, or equivalent relevant education and experience.
Early-career experience in investment research, portfolio analysis, wealth management or investment operations; strong internship or co-op experience will also be considered.
A foundation in financial markets, asset allocation and investment analysis.
Strong Excel, analytical, written-communication and organizational skills.
Progress toward the CFA designation, CIM or another relevant qualification is an asset.
Curiosity, attention to detail, professional integrity and a willingness to learn.
Willingness to work toward role-appropriate qualifications; any required registration must be confirmed before regulated responsibilities are assigned.

Express your interest

Please submit your résumé and a short note describing your investment interests, relevant analytical experience, preferred location and professional-study progress. Use only non-confidential examples when describing previous work.

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More about this job

Responsibilities

The Associate Portfolio Manager will support senior investment leaders by conducting research on funds and market developments while assisting with portfolio performance and risk analysis. They will also prepare review materials, maintain investment data, and support client meetings alongside senior colleagues.

Requirements

Candidates should possess a degree in finance, economics, business, or a related field, along with early-career experience in investment research or wealth management. Strong analytical skills, proficiency in Excel, and progress toward professional designations like the CFA or CIM are highly valued.

Skills

Investment research
Portfolio analysis
Financial modeling
Asset allocation
Risk analysis
Excel
Data analysis
Written communication
Market commentary
Due diligence
Investment policy
Reporting
Presentation skills
Organizational skills
Attention to detail

Visa sponsorship

Not detected in the job text

Keywords

Investment research
Portfolio management
Asset allocation
ETFs
Financial markets
CFA
CIM
Wealth management
Investment operations
Risk analysis
Market commentary
Due diligence
Excel
Investment policy
Reporting
Compliance
Investment funds
Financial analysis
Data management
Investment strategy

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