Portfolio Management – Client Relationship Manager

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Our client, a growing discretionary portfolio management firm, is seeking a Portfolio Manager – Client Relationship Manager to join their client-facing team in Downtown Toronto, ON. This role focuses on onboarding new clients, managing relationships, and supporting business development, all while delivering high-touch client experience. Permanent Opportunity!

Benefits & Perks

• Competitive compensation ($110K TO $140K base + Bonus)
• Remote work Candidate must live in Ontario or Alberta.
• Exposure to a discretionary investment platform and experienced investment team
• Growth opportunity within an entrepreneurial firm

Responsibilities

• Support prospect meetings, presentations, and follow-ups
• Lead client onboarding, coordinating documentation and compliance requirements
• Manage ongoing client relationships and deliver high-...