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Added 9 mins ago
DS
Senior Sales Manager
Distribution stox
Vaughan, ON
- Full-time
…leader to join our Ontario Leadership Team as Senior Sales Manager. This is an opportunity to lead, coach and inspire a team while playing a key role in one of the most exciting growth…
Added 9 mins ago
Manager, Mobile Device & Endpoint Operations
Purolator
ON · Mississauga, ON
Leading three direct reports, this manager owns the device service, lifecycle roadmap, budgets, vendor relationships, inventory governance and mobile device management (MDM). The manager…
Added 9 mins ago
Manager Mobile Solutions Technology
Purolator
ON · Mississauga, ON
…with incident resolution and facilitate timely restoration of…
Added 9 mins ago
TS
26-72 Boiler Safety Officer (Fort St John, BC)
Technical Safety BC
Dawson Creek, BC · Fort St. John, BC
- Full-time
…variances and equivalencies and makes recommendations to the Safety…
Added 9 mins ago
VC
Project Manager, Facilities Planning
Vancouver Coastal Health
Vancouver, BC
- $46.39 to $66.68 CAD / hour
- Full-time
Come work as a Project Manager, Facilities Planning with Vancouver Coastal Health (VCH)!
Added 20 mins ago
A
Maintenance Technician
Avana
Regina, SK
- Full-time
…standard our residents experience every day. Reporting to the Area Manager of Saskatoon, this role owns the full work order cycle from request to closeout, including diagnosis, repair,…
Added 20 mins ago
GE
Hotel Maintenance Supervisor *Tsuut'ina Nation Members Only*
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
This position reports to the Facilities Manager.
Added 22 mins ago
Journeymen Mechanics and Millwrights
Surepoint Group
Nisku, AB
…technician jobs, Gas compressor technician jobs, Compressor service technician jobs, Field service technician jobs, Compression maintenance technician jobs, Compressor maintenance jobs,…
Added 22 mins ago
Journeymen Mechanics and Millwrights
Surepoint Group
Edson, AB
…technician jobs, Gas compressor technician jobs, Compressor service technician jobs, Field service technician jobs, Compression maintenance technician jobs, Compressor maintenance jobs,…
Added 22 mins ago
Graphic Designer
Superior Plus Propane Talent Acquisition
ON
Reporting to the Senior Marketing Manager, Brand and Communications, the Graphic Designer develops and executes creative visual assets that support Superior's brand, marketing, customer…
Added 22 mins ago
HC
Conference Services Manager
H2 Canmore Lodging
Canmore, AB
- Full-time
We are seeking a Conference Services Manager.
Added 22 mins ago
Manager, Franchising
McDonald's Corporation
Dorval, QC
The franchising manager reports to the Director of Franchising. Key customers include the Regional Field Vice President, Field Service Directors, Regional Controller, Restaurant…
Added 23 mins ago
R
Senior Manager – EPS Contracts Management
Raise
Toronto, ON
- Contract
We at Raise are hiring a Senior Manager - EPS Contracts Management for one of our top clients. After establishing themselves as an industry leader, they’re now expanding their team to meet…
Added 23 mins ago
B
Superviseur du service à la clientèle - Customer Service Supervisor
Brenntag
Montreal, QC
- Full-time
Le superviseur du service à la clientèle doit diriger et développer l’équipe du service à la clientèle tout en garantissant une expérience client exceptionnelle. Ce poste vise à promouvoir…
Added 23 mins ago
C
Site Support Worker
Cota
Toronto, ON
- Part-time
…Street. The Site Support Worker will assess tenant support service needs in collaboration with the tenants themselves, Case Managers and Toronto Community Housing Corporation (TCHC). A…
Added 23 mins ago
AP
Sr. Manager, Facilities & Real Estate
ActivMed Practices & Research, LLC.
Burlington, ON
- Full-time
The Senior Manager of Facilities & Real Estate leads the organization's real estate and facilities operations, ensuring locations support business needs, employee experience, and…
Added 23 mins ago
A
Responsable Expérience Client et Vol de Convoyage/ Customer Experience & Ferry Flight Manager
Airbus
Montreal, QC
- Full-time
Responsable Expérience client et Vols de convoyage chargé de veiller à offrir un service et un accueil de qualité supérieure aux clients d’Airbus lors de leur séjour à Mirabel, de la…
Added 37 mins ago
NM
Field Specialist
NCS Multistage LLC
Red Deer, AB
- Full-time
The Field Specialist is primarily responsible to support and mentor the Operations team by acting as front-line field support. They will be required to plan and execute high profile…
Added 37 mins ago
NM
Field Specialist
NCS Multistage LLC
Grande Prairie, AB
- Full-time
The Field Specialist is primarily responsible to support and mentor the Operations team by acting as front-line field support. They will be required to plan and execute high profile…
Added 37 mins ago
F
IT Support
FIREFLY
Kenora, ON
- Full-time
- Temporary
Are you passionate about using technology to support teams and improve service delivery?
Added 37 mins ago
EF
Client Manager - Future Opportunity
Encore Field Marketing Solutions Inc.
Oakville, ON · ON, Oakville, CA-ON
- Full-time
- Contract
At Encore, we possess the expertise in field sales to ensure our clients are successful in their most critical market channels. Going deep with few...being nimble and responsive for us is…
Added 37 mins ago
B
Digital Marketing Specialist
BMO
Toronto, ON · BMOPLACE
- Full-time
Executes routine tasks such as service requests, transactions, queries, etc. within relevant service level agreements.
Added 51 mins ago
C
Field and Infusion Nurse (RPN/LPN)
Cencora
Winnipeg, MB · CAN > MB > Winnipeg > Commerce
- Full-time
…standard exceptions and maintain continuity across connected service and care…
Added 51 mins ago
B
Client Service Assistant/Associate, BMO Nesbitt Burns
BMO
Vancouver, BC · FBT
- Full-time
…with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client…
Added 51 mins ago
B
Sr. Branch Operations Administrator, Private Wealth (Contract)
BMO
Toronto, ON · FCP
- Full-time
Acts as a designee for the branch manager on compliance objectives within the branch.

Tall Oak Capital Advisors

Associate Portfolio Manager

London, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

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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