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Added 4 mins ago
S
Multidisciplinary BIM Coordinator
SYSTRA
Montreal, QC
- $70,000 to $100,000 CAD / year
- Full-time
Coordinate the integration of discipline-specific BIM models into a consolidated federated model for infrastructure, rail, and transportation projects.
Added 34 mins ago
SM
RQ11619 – Business Analyst – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Added 34 mins ago
SM
RQ11619 – Business Analyst – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Added 34 mins ago
SM
RQ11622 – Systems Testing/QA Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
…Interface (GUI) environments, including the execution of systems integration tests, specialized tests, and user acceptance testing (e.g., stress…
Added 34 mins ago
SM
RQ11612 – Business Analyst – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Added 34 mins ago
SM
RQ11491 - Product Manager - Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Knowledge of enterprise architecture, cloud services, APIs, and integration patterns.
Added 34 mins ago
SM
RQ11622 – Systems Testing/QA Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
…Interface (GUI) environments, including the execution of systems integration tests, specialized tests, and user acceptance testing (e.g., stress…
Added 34 mins ago
SM
RQ11491 - Product Manager - Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Knowledge of enterprise architecture, cloud services, APIs, and integration patterns.
Added 34 mins ago
SM
RQ11612 – Business Analyst – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Added 34 mins ago
SM
RQ11518 – Business Analyst – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Added 34 mins ago
SM
RQ11723 – Solutions Designer – CRM – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
…platform capabilities, including Flex Cards, Data Raptors, Integration Procedures, Calculation Matrices and Procedures, Omni Scripts, and the Velocity Data Model. The successful candidate…
Added 34 mins ago
SM
RQ11706 – Software Developer – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
We are seeking a Senior Software Developer with extensive experience in Oracle Siebel CRM technical configuration, solution design, development, and integration. The ideal candidate will…
Added 34 mins ago
SM
RQ11611 – Business Analyst – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Added 34 mins ago
SM
RQ11518 – Business Analyst – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Added 34 mins ago
SM
RQ11475 - Software Developer - CRM - Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Software Developer – CRM with strong hands-on experience in Microsoft Dynamics 365, Power Platform, Azure, and Dataverse, along with proven Technical Lead…
Added 34 mins ago
SM
RQ11475 - Software Developer - CRM - Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Software Developer – CRM with strong hands-on experience in Microsoft Dynamics 365, Power Platform, Azure, and Dataverse, along with proven Technical Lead…
Added 34 mins ago
SM
RQ11706 – Software Developer – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
We are seeking a Senior Software Developer with extensive experience in Oracle Siebel CRM technical configuration, solution design, development, and integration. The ideal candidate will…
Added 34 mins ago
SM
RQ11723 – Solutions Designer – CRM – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
…platform capabilities, including Flex Cards, Data Raptors, Integration Procedures, Calculation Matrices and Procedures, Omni Scripts, and the Velocity Data Model. The successful candidate…
Added 1 hour ago
UO
Engagement and Learning Coordinator
University of Victoria
Victoria, BC
- Full-time
…foundational, non-specialized teaching - for example required course integration, general workshops and orientation…
Added 1 hour ago
PD
Operations Administrator
Prep Doctors®
Mississauga, ON
- Full-time
Collaborate closely with cross-functional teams to swiftly troubleshoot and address integration-related issues and provide onsite support for students and instructors as part of the…
Added 2 hours ago
GE
Program Director, Psychiatric-Mental Health Nurse Practitioner (PMHNP), Associate Professor or Professor on the Educator Track, BSON – Georgetown University Medical Center
Georgetown Executive and Clinical DNP Programs
Georgetown, ON
- Full-time
Ensuring integration of BSON values including but not limited to antiracism, diversity, equity, and inclusion.
Added 3 hours ago
P
Recruteur(e)
PepsiCo
Levis, QC · Montreal, QC · Laval, QC · Saint-Laurent, Quebec
- Full-time
Coordonner les activités administratives liées à l’intégration.
Added 3 hours ago
Conseiller.ère, Environnement /Contrat temporaire de 15 mois (remplacement de congé de maternité).
Logistec
Montreal, QC
Added 3 hours ago
K
Senior Manager - Senior Tech Lead – AI & Technology Transformation
KPMG
Montreal, QC
- Full-time
…technical contributor, supporting our clients in the design, integration, and industrialization of generative and agentic AI…
Added 3 hours ago
K
Senior Consultant - Agentic developer
KPMG
Montreal, QC
- Full-time
…technical contributor to support our clients in the design, integration, and deployment of AI agents, business copilots, and intelligent automation…

YouPotential

Associate Portfolio Manager / Portfolio Manager (Saskatoon)

Calgary, AB, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 6, 2026
Posting language: English
Posted: Oct 7, 2026

Original job description

Apply to Q Wealth Jobs

Job Board / Associate Portfolio Manager / Portfolio Manager (Saskatoon)

Associate Portfolio Manager / Portfolio Manager (Saskatoon)

140 4 Avenue Southwest 1110, Calgary, Alberta, Canada, T2P 0E7

full-time . October 7, 2026

Description

You've built a book. Now build a practice that grows.

You've earned your clients' trust, and you know how to manage money. What you may not have is the support around you: planners bringing you integrated relationships, an operations team handling the back office, and a firm whose investment approach you'd be proud to put your name to.

Q Wealth is looking for an experienced Portfolio Manager (or an Associate Portfolio Manager) working toward full registration) to join one of our Saskatoon partners. This role is for someone who already has an established client base and wants to spend their time advising clients and managing portfolios, with a firm behind them that helps the practice grow.

Why QWealth

Fiduciary from the ground up. We're a portfolio management firm, so acting in the client's best interest is the legal standard we work to.
Planning-led relationships. You'll work alongside our Financial Planners and Wealth Advisors. Investment strategy is built into each client's full financial picture, and that integration brings in new relationships.
A real investment voice. Our PMs sit on the investment committee and its sub-committees. You'll help shape how the firm invests, not just carry out a model.
Infrastructure that frees up your time. Portfolio oversight runs on d1g1t, with operations and compliance support behind you, so you spend more of your day with clients and less on administration.
Transition support. Onboarding support for transitioning clients, dedicated ops help during the move.
A long-term path. We're building our Saskatoon presence and want someone who can grow into a leadership role as the team expands.

What You'll Do

Lead Know Your Client meetings, set appropriate mandates and investment policies, and meet all fiduciary obligations, with clear, complete documentation throughout.
Build long-term, trusting relationships with clients, and communicate clearly with clients, colleagues and the wider team.
Build asset mixes that fit each client's mandate, needs and restrictions, and keep portfolios within Mandate/IPS ranges through daily oversight in d1g1t.
Complete KYC updates and suitability reviews for every client at least once every 12 months, documenting any exceptions.
Answer client and advisor questions that need real analytical depth on markets, the economy, products and portfolio performance.
Partner with each client's Financial Planner or Wealth Advisor so investment strategy and planning goals work together.
Contribute to the investment committee and sub-committees.
Resolve issues constructively when they come up, and take on other duties that call for an Advising Representative.

What You Bring

Registration as an Advising Representative, or eligibility for Associate Advising Representative registration with a clear path to full PM registration (CFA® charter or CIM® designation
A fiduciary mindset and a genuine commitment to putting clients first.
Strong communication skills with clients and colleagues alike.
Interest in contributing to firm-wide investment decisions.

Know someone who would be a perfect fit? Let them know!

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More about this job

Responsibilities

Manage client relationships and portfolios by conducting KYC meetings, setting mandates and investment policies, maintaining suitable asset mixes, and monitoring portfolios against mandate and IPS ranges. Collaborate with financial planners and wealth advisors, respond to complex investment questions, contribute to investment committees, and meet fiduciary and documentation obligations.

Requirements

Applicants must be registered as an Advising Representative or eligible for Associate Advising Representative registration, with a clear path to full portfolio manager registration through a CFA charter or CIM designation. The role calls for an established client base, a fiduciary mindset, strong communication skills, and an interest in contributing to firm-wide investment decisions.

Skills

Portfolio Management
Fiduciary Responsibility
Know Your Client (KYC)
Investment Policy Development
Asset Allocation
Portfolio Oversight
Suitability Reviews
Investment Analysis
Market Analysis
Economic Analysis
Financial Planning Collaboration
Client Communication
Regulatory Compliance
Documentation

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Management
Associate Portfolio Manager
Portfolio Manager
Advising Representative
Associate Advising Representative
CFA Charter
CIM Designation
Fiduciary Duty
Know Your Client
KYC Updates
Suitability Reviews
Investment Mandates
Investment Policy Statement
Asset Allocation
Portfolio Oversight
d1g1t
Investment Committee
Financial Planning
Wealth Advisory
Market Analysis
Economic Analysis
Portfolio Performance
Compliance
Client Documentation

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