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Added 3 hours ago
T
Représentant Du Service à La Clientèle
TEKsystems
Winnipeg, MB
- $24 to $25 CAD / hour
- Contract
Conseiller(ère) en services bancaires courants / Everyday Banking Advisor (Bilingual English/French)
Added 4 hours ago
H
Senior Project Manager, Power Generation
HDR
Saskatoon, SK
- Full-time
…qualified Senior Project Manager to help our clients develop, contract, and implement natural gas and potentially renewable energy generation projects while serving as Owner’s Engineer…
Added 6 hours ago
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Service advisor - auto repair
Zimm Auto Service and Repair LTD.
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- From $25 CAD / hour
- Full-time
- On-site
Estimate or quote prices, credit or contract terms, warranties and delivery dates
Added 16 hours ago
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General Counsel
Techo-Bloc
Longueuil, QC · Saint-Hubert, Quebec
- Full-time
This is a rare chance to become Techo-Bloc's first General Counsel and a trusted advisor to the CEO - with real influence, autonomy, and the opportunity to build something lasting.
Added 18 hours ago
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Trans Mountain
Calgary, AB
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Added 18 hours ago
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- From $17 CAD / hour
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- On-site
Estimate or quote prices, credit or contract terms, warranties and delivery dates
Added 19 hours ago
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Elementary Long Term Occasional (LTO) 100% Grade 7/8 Homeroom with Science
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Added 20 hours ago
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Added 21 hours ago
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…to join our dynamic team as a Senior Quality Assurance (QA) Advisor, Pipeline, Pacific Link (Contractor). In this position, you will play a key role in providing quality assurance…
Added 1 day ago
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Marketing Manager
THE EMPIRE LIFE INS. CO
Kingston, ON · Toronto, ON
- Full-time
- Contract
Provide marketing support for product launches, advisor councils, regional meetings, campaigns, and branding initiatives
Added 1 day ago
K
Customer Success Manager
Klue
Remote, Canada
- $75,000 to $105,000 CAD / year
- Full-time
- Remote
…of it, act on signals early, and show up as both a trusted advisor and a confident commercial…
Added 1 day ago
C
Director, Strategic Partnerships
Clarity
Vancouver, BC
- $200,000 to $350,000 CAD / year
- Full-time
Familiarity with the wealth management ecosystem: RIAs, advisor platforms, and custodians.
Added 1 day ago
B
Senior Manager, Credit Risk Strategy Oversight
BMO
Toronto, ON · BMOPLACE
- Full-time
Operate as a specialist resource and trusted advisor to senior leaders and key stakeholders across the organization.
Added 1 day ago
B
Director & Assistant Market Leader, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…passionate about developing talent, driving a strong client and advisor experience, and supporting the success of our branch and market…
Added 1 day ago
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Senior Bilingual Contracting Representative
BMO
Toronto, ON · YNG
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Evaluates suitability for Life License Sponsorships, non-face to face Advisor applications and special compensation requests.
Added 1 day ago
M
Legal Counsel - Technology & Digital (Commercial Contracts)
MNP
Montreal, QC · Quebec, QC
- Full-time
…operations across a broad range of practice areas. As a trusted advisor, you’ll apply your understanding of the legislative landscape to proactively explore and mitigate risk and ensure…
Added 1 day ago
M
Senior Advisor, Strategy, Planning & Partnerships
Metrolinx
Canada
- Full-time
The Strategy, Planning and Partnerships team is seeking one permanent, and one 18-month contract Senior Advisor who will be responsible for developing proactive insights and undertaking…
Added 1 day ago
B
Senior Wealth Planning Consultant
BMO
Vancouver, BC · FBT
- Full-time
Acts as a trusted advisor to assigned business/group.
Added 1 day ago
B
Production Operations Manager
BMO
Toronto, ON · SCC
- Full-time
Provides strategic input into business decisions as a trusted advisor.
Added 1 day ago
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Added 1 day ago
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General Counsel and Corporate Secretary
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Ottawa, ON
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As DCC's chief legal advisor and governance leader, the incumbent safeguards the corporation's interests, helps shape strategic decisions, and provides leadership on complex legal,…
Added 1 day ago
FC
Représentant Du Service à La Clientèle
Frontline Consulting Services (FCS) Inc
Winnipeg, MB
- Contract
Conseiller(ère) en services bancaires courants / Everyday Banking Advisor (Bilingual English/French)
Added 1 day ago
FC
Représentant Du Service à La Clientèle
Frontline Consulting Services (FCS) Inc
Montreal, QC
- Contract
Conseiller(ère) en services bancaires courants / Everyday Banking Advisor (Bilingual English/French)
Added 1 day ago
FC
Représentant Du Service à La Clientèle
Frontline Consulting Services (FCS) Inc
Mississauga, ON
- Contract
Conseiller(ère) en services bancaires courants / Everyday Banking Advisor (Bilingual English/French)

TEKsystems

Portfolio Lead

Toronto, ON, Canada

$100 to $120 CAD / hour · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: $100 to $120 CAD / hour
Job type: Full-time
Apply by: Nov 4, 2026
Experience: 7+ years of experience within Portfolio Management, Investment Management, or Wealth Management Technology environments.
Posting language: English · French
Posted: Oct 5, 2026

Original job description

English section of this bilingual listing.

Description

Portfolio Management Specialist: Wealth Management Technology Canada (WMTC) | Toronto, ON

About The Opportunity

Join one of the largest transformation programs within Wealth Management Technology Canada. The team is reimagining the end-to-end portfolio management experience used by advisors, modernizing legacy platforms, simplifying workflows, and leveraging AI-enabled delivery practices to accelerate innovation.

This is not a traditional role. The ideal candidate brings deep portfolio management domain expertise and can bridge business strategy, product vision, and technology delivery. You'll play a key role in defining the future state of portfolio management capabilities and helping shape how wealth management technology evolves over the coming years. Domain expertise in portfolio management is the most important qualification for success in this role.

What You'll Do

Portfolio Management Subject Matter Leadership

Define future-state portfolio management capabilities and workflows.
Act as a trusted advisor on portfolio management best practices and industry trends.
Provide expertise on portfolio construction, modeling, rebalancing, risk management, performance measurement, and investment operations.
Evaluate current-state processes and identify opportunities for improvement.

Product Ownership & Strategy

Partner with business stakeholders to establish product vision and priorities.
Help define strategic roadmaps and target-state capabilities.
Drive decisions around portfolio management platform modernization.
Validate that delivered solutions align with business objectives.

Business Analysis & Requirements Leadership

Gather, document, and validate business and technical requirements.
Translate complex business needs into detailed specifications.
Conduct process analysis and identify capability gaps.
Support data analysis, system integration, and downstream reporting requirements.

AI-Enabled Delivery

Partner with development teams using AI-assisted delivery practices.
Create detailed requirements, specifications, goals, and tasks that can be leveraged by AI-powered development tools.
Review and validate proposed solutions generated through AI-assisted workflows.
Collaborate closely with architects, developers, and quality engineering teams.

Stakeholder Management

Work across technology, operations, product, and business teams.
Present recommendations and solution options to leadership and stakeholders.
Facilitate workshops, discussions, and decision-making sessions.
Drive alignment across multiple teams and workstreams.

Required Qualifications

7+ years of experience within Portfolio Management, Investment Management, or Wealth Management Technology environments.
Deep understanding of portfolio management lifecycle, processes, and data flows.
Ability to work with stakeholders and cross-functional teams.
Strong analytical, problem-solving, and decision-making capabilities.
Excellent communication and presentation skills.

Preferred Qualifications

Experience with portfolio performance calculations and reporting.
Understanding of security reference data, market pricing, transactions, positions, and investment accounting concepts.
Exposure to software delivery within large enterprise environments.
Experience with AI-assisted development tools such as Copilot or Claude.
Technical knowledge of Java, Spring Boot, API-driven architecture, or Apache Kafka.
CFA designation or equivalent investment management education.

Skills

portfolio management, wealth management, product ownership, business analysis, stakeholder management, java, spring boot, cfa

Top Skills Details

portfolio management,wealth management,product ownership,business analysis,stakeholder management

Additional Skills & Qualifications

Former Investment Advisor, Portfolio Manager, or Investment Operations experience
AI-assisted development tools (Copilot, Claude, ChatGPT)
Java, Spring Boot, APIs, Kafka, and enterprise architecture knowledge
Transformation or platform modernization experience
CFA, CIM, CFP, or similar investment credentials

Experience Level

Expert Level

Job Type & Location

This is a Contract to Hire position based out of Toronto, ON.

Pay And Benefits

The pay range for this position is $100.00 - $120.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Workplace Type

This is a hybrid position in Toronto,ON.

À propos de TEKsystems et TEKsystems Global Services

Were a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. Were a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.econnaissez et acceptez que celle-ci puisse être examinée à laide doutils dIA.

Read the full bilingual original

Description

Portfolio Management Specialist: Wealth Management Technology Canada (WMTC) | Toronto, ON

About The Opportunity

Join one of the largest transformation programs within Wealth Management Technology Canada. The team is reimagining the end-to-end portfolio management experience used by advisors, modernizing legacy platforms, simplifying workflows, and leveraging AI-enabled delivery practices to accelerate innovation.

This is not a traditional role. The ideal candidate brings deep portfolio management domain expertise and can bridge business strategy, product vision, and technology delivery. You'll play a key role in defining the future state of portfolio management capabilities and helping shape how wealth management technology evolves over the coming years. Domain expertise in portfolio management is the most important qualification for success in this role.

What You'll Do

Portfolio Management Subject Matter Leadership

Define future-state portfolio management capabilities and workflows.
Act as a trusted advisor on portfolio management best practices and industry trends.
Provide expertise on portfolio construction, modeling, rebalancing, risk management, performance measurement, and investment operations.
Evaluate current-state processes and identify opportunities for improvement.

Product Ownership & Strategy

Partner with business stakeholders to establish product vision and priorities.
Help define strategic roadmaps and target-state capabilities.
Drive decisions around portfolio management platform modernization.
Validate that delivered solutions align with business objectives.

Business Analysis & Requirements Leadership

Gather, document, and validate business and technical requirements.
Translate complex business needs into detailed specifications.
Conduct process analysis and identify capability gaps.
Support data analysis, system integration, and downstream reporting requirements.

AI-Enabled Delivery

Partner with development teams using AI-assisted delivery practices.
Create detailed requirements, specifications, goals, and tasks that can be leveraged by AI-powered development tools.
Review and validate proposed solutions generated through AI-assisted workflows.
Collaborate closely with architects, developers, and quality engineering teams.

Stakeholder Management

Work across technology, operations, product, and business teams.
Present recommendations and solution options to leadership and stakeholders.
Facilitate workshops, discussions, and decision-making sessions.
Drive alignment across multiple teams and workstreams.

Required Qualifications

7+ years of experience within Portfolio Management, Investment Management, or Wealth Management Technology environments.
Deep understanding of portfolio management lifecycle, processes, and data flows.
Experience supporting or leading large-scale platform transformations.
Strong requirements gathering and documentation skills.
Product ownership or product strategy experience.
Ability to work with stakeholders and cross-functional teams.
Strong analytical, problem-solving, and decision-making capabilities.
Excellent communication and presentation skills.

Preferred Qualifications

Experience with portfolio performance calculations and reporting.
Understanding of security reference data, market pricing, transactions, positions, and investment accounting concepts.
Exposure to software delivery within large enterprise environments.
Experience with AI-assisted development tools such as Copilot or Claude.
Technical knowledge of Java, Spring Boot, API-driven architecture, or Apache Kafka.
CFA designation or equivalent investment management education.

Skills

portfolio management, wealth management, product ownership, business analysis, stakeholder management, java, spring boot, cfa

Top Skills Details

portfolio management,wealth management,product ownership,business analysis,stakeholder management

Additional Skills & Qualifications

Former Investment Advisor, Portfolio Manager, or Investment Operations experience
AI-assisted development tools (Copilot, Claude, ChatGPT)
Java, Spring Boot, APIs, Kafka, and enterprise architecture knowledge
Transformation or platform modernization experience
CFA, CIM, CFP, or similar investment credentials

Experience Level

Expert Level

Job Type & Location

This is a Contract to Hire position based out of Toronto, ON.

Pay And Benefits

The pay range for this position is $100.00 - $120.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Workplace Type

This is a hybrid position in Toronto,ON.

À propos de TEKsystems et TEKsystems Global Services

Nous sommes un fournisseur de services aux entreprises et de technologies. Nous accélérons la transformation de nos clients. Notre compétence en stratégie, conception, exécution et opérations libère la valeur de lentreprise par un éventail de solutions. Nous sommes une équipe de 80 000 personnes qui collaborent avec plus de 60 000 clients, notamment 80 % du Fortune 500 en Amérique du Nord, Europe et Asie, qui collaborent avec nous dans le cadre de nos capacités full-stack et notre rythme. Nous sommes des penseurs stratégiques, des collaborateurs pratiques qui aident les clients à exploiter le changement et maîtriser le dynamisme de la technologie. Nous bâtissons le futur en livrant les résultats et en créant un impact positif dans nos communautés mondiales. TEKsystems et TEKsystems Global Services sont des entreprises dAllegis Group. Découvrez dautres informations à TEKsystems.com.

Ordonnance sur légalité des chances de San Francisco: Conformément à lOrdonnance sur légalité des chances de San Francisco, pour tous les postes situés dans la ville et le comté de San Francisco, nous examinerons les candidatures des personnes qualifiées ayant un casier judiciaire ou des antécédents criminels.

Utilisation de lintelligence artificielle (IA): Nous pouvons utiliser lintelligence artificielle (IA) pour soutenir certaines étapes de notre processus dembauche, notamment la recherche, la présélection et lévaluation des candidatures. LIA aide à analyser les candidatures et les qualifications, mais les décisions finales sont prises par notre équipe de recrutement. En soumettant votre candidature, vous reconnaissez et acceptez que celle-ci puisse être examinée à laide doutils dIA.

About TEKsystems And TEKsystems Global Services

Were a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. Were a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.econnaissez et acceptez que celle-ci puisse être examinée à laide doutils dIA.

Apply About employer

More about this job

Responsibilities

Define future-state portfolio management capabilities and advise on portfolio processes, best practices, and modernization opportunities. Lead product strategy and requirements work, validate technology solutions, and align stakeholders across business, operations, and delivery teams, including through AI-assisted development practices.

Requirements

Requires at least seven years of experience in portfolio management, investment management, or wealth management technology, with deep knowledge of portfolio lifecycle processes and data flows. Candidates should bring transformation experience, strong requirements and product strategy skills, and excellent analytical, communication, and stakeholder management abilities; investment credentials and technical knowledge are preferred.

Skills

Portfolio Management
Wealth Management
Product Ownership
Business Analysis
Stakeholder Management
Portfolio Construction
Portfolio Modeling
Rebalancing
Risk Management
Performance Measurement
Requirements Gathering
Platform Modernization
AI-Assisted Development
Java
Spring Boot
Apache Kafka

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Management
Wealth Management
Investment Management
Portfolio Construction
Portfolio Modeling
Rebalancing
Risk Management
Performance Measurement
Investment Operations
Product Ownership
Product Strategy
Business Analysis
Requirements Gathering
Platform Modernization
Transformation
AI-Assisted Development
Copilot
Claude
ChatGPT
Java
Spring Boot
APIs
Apache Kafka
Enterprise Architecture
Security Reference Data
Market Pricing
Transactions
Positions
Investment Accounting
CFA

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