Jobs in Canada

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Added 9 mins ago
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Senior Associate, Change Management Consulting
Marsh
Ottawa, ON
- Full-time
Mercer’s Career Consulting Team is seeking a Senior Associate, Change Management Consulting.
Added 9 mins ago
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Senior Associate, Change Management Consulting
Marsh
Vancouver, BC
- Full-time
Mercer’s Career Consulting Team is seeking a Senior Associate, Change Management Consulting.
Added 9 mins ago
LV
Client Advisor
Louis Vuitton
Vancouver, BC
- Full-time
Louis Vuitton is always looking for highly motivated Client Advisors with a passion for creating memorable experiences for our worldly clientele, to join our teams in Vancouver.
Added 9 mins ago
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Permanent Sales Associate (Windsor)
Knix
Windsor, ON
- $17.95 CAD / hour
- Full-time
As a Sales Associate at Knix, you play a key role in creating a warm, inclusive, and confidence-building experience for every customer who walks through our doors. From first hello to…
Added 9 mins ago
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Senior Associate, Change Management Consulting
Marsh
Montreal, QC
- Full-time
Mercer’s Career Consulting Team is seeking a Senior Associate, Change Management Consulting.
Added 9 mins ago
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Senior Associate, Change Management Consulting
Marsh
Toronto, ON
- Full-time
Mercer’s Career Consulting Team is seeking a Senior Associate, Change Management Consulting.
Added 9 mins ago
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Senior Associate, Change Management Consulting
Marsh
Calgary, AB
- Full-time
Mercer’s Career Consulting Team is seeking a Senior Associate, Change Management Consulting.
Added 9 mins ago
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Accounting Associate
Bluestar Equity
Mississauga, ON
- Full-time
Bluestar Professional Services Inc. is looking for a knowledgeable and experienced Accounting Associate to support the day-to-day accounting operations of multiple client law firms.
Added 11 mins ago
SG
Assurance - Senior Associate
Segal GCSE LLP
Toronto, ON
- $70,000 to $100,000 CAD / year
The Assurance, Senior Associate is responsible to apply sound practices and methodologies to conduct audits and review engagements. Reporting to Partners, Principals and Managers, the…
Added 26 mins ago
K
Permanent Sales Associate (Windsor)
Knix
Windsor, ON
- $17.95 CAD / hour
- Part-time
As a Sales Associate at Knix, you play a key role in creating a warm, inclusive, and confidence-building experience for every customer who walks through our doors. From first hello to…
Added 26 mins ago
TB
PT Sales Associate - Seasonal
Tory Burch
Richmond, BC
- Part-time
You are passionate about delivering a transformational client experience, building our brand one customer at a time and driving business through sales. You demonstrate a strong commitment…
Added 26 mins ago
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Customer Experience Associate
TD
Thunder Bay, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 26 mins ago
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Customer Experience Associate
TD
Toronto, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 26 mins ago
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Personal Banking Associate
TD
Brampton, ON
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 26 mins ago
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Représentant(e) du service à la clientèle – Santé animale / Customer Service Representative – Animal Health
MSD
Kirkland, QC
- Full-time
Excellentes aptitudes en communication orale et écrite, avec une approche centrée sur le client.
Added 26 mins ago
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Associate, Correspondent Banking - Global Transaction Banking
CIBC
Toronto, ON
- Full-time
As an Associate, Correspondent Banking, you will play a key role in supporting the growth of CIBC's global Correspondent Banking franchise. Working closely with the Head of CAD Clearing &…
Added 26 mins ago
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Data Center Business Operations Coordinator
Carrier
AB
- $71,500 to $121,500 CAD / year
- Full-time
Execute client billing for completed billable work and submit warranty claims.
Added 39 mins ago
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Construction Estimator - ICI
TreowGroup
St. Catharines, ON
- Full-time
TreowGroup Recruitment, on behalf of our Niagara-based client in the construction industry, is hiring an ICI Construction Estimator.
Added 39 mins ago
ZC
Securities Lawyer
ZSA Canada
Vancouver, BC
- Full-time
Our client, a highly regarded boutique business law firm in Vancouver, is looking to add a securities associate to its growing team.
Added 40 mins ago
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Advisor Onboarding Associate
Manulife
Toronto, ON · Burlington, ON
- Full-time
…coordinates onboarding activities, maintains accurate advisor and client information, supports regulatory documentation, and partners with internal teams to deliver a seamless and positive…
Added 40 mins ago
Retail Sales Associate, Sandro, Sherway Gardens
SMCP NORTH AMERICA (US, CANADA)
Toronto, ON
As a Sales Associate, you’ll be at the heart of delivering an exceptional client experience, making every shopping moment memorable. You’ll build strong relationships with customers, curate…
Added 40 mins ago
ST
Senior Associate, Investor Services
SS&C Technologies
Toronto, ON · Mississauga, ON
- Full-time
Overtime may be required to meet Client and Department deliverables
Added 55 mins ago
ZC
Labour and Employment Associate
ZSA Canada
Calgary, AB
- Full-time
Our client, a leading law firm, is looking to add a talented Labour & Employment Associate to its growing Calgary office. This is a unique opportunity to join a close-knit team supporting…
Added 55 mins ago
ZC
Personal Injury Lawyer
ZSA Canada
Calgary, AB
- Full-time
…law firm, busier than ever in Alberta, and looking for a new associate to join their team! If you’re anywhere from a new call up to about 5 years of experience, this is a terrific…
Added 55 mins ago
TS
Senior Associate - Relocation to Edmonton (Relocation Bonus)
TalentSphere Staffing Solutions
Toronto, ON
- Full-time
Senior Associate/Principal – Mechanical Engineering

Tall Oak Capital Advisors

Associate Portfolio Manager

London, ON, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Apr 2, 2027
Posting language: English
Posted: Oct 4, 2026

Original job description

Company Description Tall Oak Capital Advisors is a boutique wealth management firm serving physicians, farm families and businesses, affluent individuals and families, and business owners. The firm focuses on comprehensive advice that supports clients in preparing for the future, growing their assets, and preserving their wealth over time. Tall Oak Capital Advisors provides integrated guidance on wealth management, investment strategies, and business growth. Team members collaborate closely with clients to deliver tailored solutions aligned with their financial goals and values.

Role Description The Associate Portfolio Manager is a full-time, on-site role based in London, ON. This role supports the management of client investment portfolios through research, analysis, and ongoing monitoring of market conditions, securities, and asset allocation. The Associate Portfolio Manager assists in executing trades, preparing portfolio reviews, and contributing to investment recommendations that align with client objectives and risk profiles. Day-to-day responsibilities include preparing reports and presentations for client meetings, maintaining accurate portfolio records, and collaborating with senior advisors to implement investment strategies. The role also involves responding to internal and client inquiries, ensuring compliance with firm policies and regulatory requirements, and contributing to continuous improvement of investment processes.

Qualifications

Strong Analytical Skills, including the ability to interpret financial data and assess risk-return profiles.
Finance knowledge, with understanding of capital markets, financial instruments, and economic drivers.
Portfolio Management and Investments experience or coursework, including asset allocation and security selection.
Familiarity with Trading processes, order execution, and trade settlement within a regulated environment.
Bachelor’s degree in Finance, Economics, Business, or a related field; progress toward or completion of CFA, CIM or similar designation is an asset.
Proficiency with portfolio management and analytics tools (e.g., Excel, financial modeling, investment research platforms).
Clear written and verbal communication skills, with the ability to explain investment concepts to diverse audiences.
High attention to detail, integrity, and commitment to client-focused service in a collaborative team setting.

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More about this job

Responsibilities

Research, analyze, and monitor client portfolios, market conditions, securities, and asset allocations; assist with trade execution and investment recommendations aligned with client objectives and risk profiles. Prepare portfolio reviews and client materials, maintain accurate records, respond to inquiries, support compliance, and collaborate with senior advisors to implement and improve investment processes.

Requirements

A bachelor’s degree in Finance, Economics, Business, or a related field is specified, along with knowledge of capital markets, financial instruments, portfolio management, and trading processes. Candidates should have strong analytical, communication, and detail-oriented skills, and proficiency with Excel, financial modeling, and investment research tools; progress toward or completion of a CFA, CIM, or similar designation is an asset.

Skills

Financial Analysis
Risk Assessment
Capital Markets
Financial Instruments
Portfolio Management
Asset Allocation
Security Selection
Trade Execution
Trade Settlement
Investment Research
Financial Modeling
Client Communication
Regulatory Compliance
Attention to Detail
Client Service

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Management
Wealth Management
Investment Strategies
Investment Research
Capital Markets
Financial Instruments
Asset Allocation
Security Selection
Risk-Return Analysis
Trade Execution
Trade Settlement
Portfolio Reviews
Financial Modeling
Excel
Investment Research Platforms
CFA
CIM
Regulatory Compliance
Client Objectives
Investment Recommendations

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