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Added 5 mins ago
RD
Team Operations Lead
RBC Dominion Securities
Vernon, BC
- Full-time
By providing exceptional support to a high performing Private Investment Management team, you will help manage business and operations within the team. You will play a key role in executing…
Added 5 mins ago
BC
CAD Coordinator
BBA Consultants
Sept-Îles, QC
- Full-time
You’ll report to the Development Manager, CAD/BIM, and support the engineering teams in modelling and coordinating digital models for large-scale projects of all types (mining and…
Added 5 mins ago
A
Embedded Software Manager
Actalent
Burnaby, BC
- $131,115 to $187,310 CAD / year
- Full-time
This role leads a high-performing embedded software team developing systems software and applications for advanced medical imaging and airway management devices. You will own the full…
Added 5 mins ago
BC
CAD Coordinator
BBA Consultants
Mont-Tremblant, QC
- Full-time
You’ll report to the Development Manager, CAD/BIM, and support the engineering teams in modelling and coordinating digital models for large-scale projects of all types (mining and…
Added 5 mins ago
BC
CAD Coordinator
BBA Consultants
Quebec, QC
- Full-time
You’ll report to the Development Manager, CAD/BIM, and support the engineering teams in modelling and coordinating digital models for large-scale projects of all types (mining and…
Added 5 mins ago
A
Embedded Software Manager
Actalent
Burnaby, BC
- $131,115 to $187,310 CAD / year
- Full-time
We're looking for an experienced Embedded Software Engineering Manager to lead a team developing software for advanced medical devices. This is primarily a people leadership role with…
Added 5 mins ago
T
Business Development Manager
Tavoron
Winnipeg, MB
- Full-time
Celco Controls seeks an accomplished and results-oriented Business Development Manager to continue to lead and accelerate our business development efforts.
Added 5 mins ago
BC
CAD Coordinator
BBA Consultants
Mont-Saint-Hilaire, QC · Mont-St-Hilaire, QC
- Full-time
You’ll report to the Development Manager, CAD/BIM, and support the engineering teams in modelling and coordinating digital models for large-scale projects of all types (mining and…
Added 5 mins ago
BC
CAD Coordinator
BBA Consultants
Montreal, QC
- Full-time
You’ll report to the Development Manager, CAD/BIM, and support the engineering teams in modelling and coordinating digital models for large-scale projects of all types (mining and…
Added 20 mins ago
F
Construction Coordinator
Fluor
Fort Saskatchewan, AB
- Full-time
Fluor is one of Canada's top employers and is recognized globally as a leader in the Engineering, Procurement, Construction, Fabrication, and Maintenance industry. Our focus on innovation…
Added 20 mins ago
E
Senior Product Support Professional
Ericsson
Ottawa, ON
- Full-time
RAN Software & Compute Platforms Engineering (RCE) is a unit with responsibilities for software and compute, focusing on next-gen development for open and cloud-native RAN software. With…
Added 35 mins ago
SR
Property Manager (Residential)
SmartCentres REIT
Vaughan, ON
- Full-time
SmartLiving is seeking an experienced and dynamic Property Manager to oversee operations at The Millway, our newest rental community in the Vaughan Metropolitan Centre. This 450+ unit…
Added 50 mins ago
CP
Full Stack Solutions Developer
CAAT Pension Plan
Toronto, ON
- Full-time
We are seeking a Full Stack Solution Developer for our Pension Solutions team. Reporting to the Manager, Enterprise Automation, the Full Stack Solutions Developer will collaborate closely…
Added 1 hour ago
PT
Business Development Manager
pH7 Technologies
Vancouver, BC
- Full-time
Positioned at the intersection of sustainability, technology, and critical resource recovery, pH7 Technologies is tackling urgent global challenges in mining and metal recycling by…
Added 1 hour ago
OC
Rep., II - Bilingual Cust Supt - OCI
Olympus Corporation
Richmond Hill, ON
- Full-time
Patient Focus, Integrity, Innovation, Impact and Empathy.
Added 1 hour ago
GO
Building Projects Technologist
Government of Manitoba
Winnipeg, MB
- Full-time
…diverse abilities, backgrounds, cultures, identities, languages and perspectives drives a high standard of service and innovation. The Manitoba government supports equitable employment…
Added 1 hour ago
E
Lead Roving Technician
e-STORAGE
Kitchener, ON
- Full-time
With our innovative SolBank lithium-iron phosphate battery technology and comprehensive project services, we’re not just building products we’re powering communities and making a difference…
Added 1 hour ago
SAP SuccessFactors Employee Central Payroll - Senior Consultant/ Manager
EY
Toronto, ON · Ottawa, ON · AB · Calgary, AB
We are seeking a Senior Consultant / Manager with deep expertise in SAP SuccessFactors Employee Central Payroll to join our HR Technology practice. This role is designed for professionals…
Added 1 hour ago
A
Learning Program Manager - 1 year term
Assent
Ottawa, ON
- $80,000 to $90,000 CAD / year
- Full-time
With more than 1000 team members across India, North America, Malaysia, the European Union, and Kenya, Assent brings together global expertise, diverse perspectives, and a shared commitment…
Added 2 hours ago
A
Bilingual Registered Plans Administrator
Aviso
Toronto, ON
- $46,000 to $55,000 CAD / year
- Full-time
…wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our…
Added 2 hours ago
K
Senior Engineer, Software Design
Kinectrics
Toronto, ON
- Full-time
Kinectrics takes pride in being consistently ranked as one of the best places to work in the energy and utility industry, where purpose and people mean as much as innovation and growth.…
Added 2 hours ago
UO
Senior Project Manager – App Mod Program
University of British Columbia
Vancouver, BC · UBCV | The Leonard S. Klinck Building (LSK)
- $11,397 to $17,081.58 CAD / month
- Full-time
The Senior Project Manager manages all aspects of the development and implementation of large, multi-faceted projects and takes projects from original concept through to final…
Added 2 hours ago
SE
Talent Development Partner
Schneider Electric
Milton, ON
- $114,750 to $162,000 CAD / year
- Full-time
Use emerging learning practices, technology and AI to improve the relevance, accessibility and effectiveness of development initiatives.
Added 2 hours ago
T
Sr. Business Systems Analyst - Core Platform
TD
London, ON · Toronto, ON
- Full-time
Provide support/oversight and guidance in the delivery of technology requirements with focus on quality, reusability, scalability, and innovation.
Added 2 hours ago
T
Data Scientist III - Financial Crimes Network Analytics (ATH 5556)
TD
Toronto, ON · Markham, ON
- Full-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…

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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