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Client Portfolio Manager Jobs in Quebec (NOW HIRING)

National Bank

Director, National Client Group

Montreal, QC · On-site +1

Proven experience in portfolio management and high-level client relationship development * Solid understanding of the challenges faced by mid-sized and large organizations * Strong communication ...

Posted today

National Bank

Director, National Client Group

Laval, QC · On-site +1

Proven experience in portfolio management and high-level client relationship development * Solid understanding of the challenges faced by mid-sized and large organizations * Strong communication ...

Posted today

Soucy

Manage and develop a portfolio of client accounts * Identify and develop business opportunities with existing and potential clients * Promote the company's services and product solutions * Develop ...

Soucy

Manage and develop a portfolio of client accounts Identify and develop business opportunities with existing and potential clients Promote the company's services and product solutions Develop and ...

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All JobsClient Portfolio JobsClient Portfolio Manager JobsClient Portfolio Manager Jobs in Quebec

Client Portfolio Manager information

What is a client portfolio manager?

A Client Portfolio Manager is a financial professional responsible for managing investment portfolios on behalf of clients, which can include individuals, institutions, or organizations. Their main role is to understand clients’ financial goals, develop investment strategies, and make decisions aimed at maximizing returns while managing risk. They often interact directly with clients to explain performance, recommend adjustments, and ensure that portfolios remain aligned with clients' objectives and market changes. In addition to investment management, they may also collaborate with analysts, traders, and other portfolio managers within their firm. Effective communication and strong analytical skills are essential in this role.

What does a client portfolio manager do?

A client portfolio manager oversees investment portfolios for individual or institutional clients. Their primary duties are to consult with customers about what types of investments they are interested in and present them with potential opportunities. A client portfolio manager may also oversee junior portfolio managers. Career qualifications include a bachelor’s in finance or economics, experience in the financial industry, and communication skills. People in this position often find employment at investment firms.

How does a client portfolio manager typically collaborate with other departments to deliver optimal results for clients?

Client Portfolio Managers work closely with teams across investment research, sales, compliance, and client services to ensure client portfolios are aligned with both market conditions and client objectives. They regularly communicate with analysts to stay informed about market trends, coordinate with compliance to adhere to regulations, and partner with client service teams to address client inquiries and provide updates. This collaborative approach helps them deliver tailored investment strategies and maintain strong client relationships, making teamwork a core aspect of the role.

What are the key skills and qualifications needed to thrive as a client portfolio manager, and why are they important?

To thrive as a Client Portfolio Manager, you need strong analytical abilities, in-depth knowledge of financial markets, and a relevant degree such as finance, economics, or business. Familiarity with portfolio management software, financial modeling tools, and certifications like CFA are commonly required. Excellent client communication, relationship-building, and problem-solving skills help you deliver tailored investment strategies and build trust. These competencies are crucial for effectively managing client assets, achieving investment objectives, and fostering long-term client satisfaction.
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Client Portfolio Manager jobs near you
Infographic showing various Client Portfolio Manager job openings in Quebec as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution.

Director, National Client Group

National Bank

Montreal, QC • On-site, Remote

Full-time

Medical, Retirement

Posted 22 hours ago

Posted today

Job description

A career as an Account Director within the National Accounts Group, specializing in professional firms at National Bank, means acting as a national leader in business development, an expert in deposit and liquidity management, and a key player in managing high-value client relationships for the Bank.

This role, with a national scope, allows you to have a direct impact on the Bank’s growth by supporting mid-sized and large professional firms (law firms, accounting firms, etc.), leveraging your expertise in financial analysis, deposit structuring, and the development of long-term strategic relationships.


Your role:

  • Actively contribute to the deposit growth strategy
  • Proactively develop a client portfolio by implementing targeted prospecting strategies and building a strong network of key influencers
  • Design and structure complex financing solutions tailored to clients’ specific needs, including large-scale transactions
  • Conduct in-depth credit analyses and formulate recommendations aligned with risk management standards
  • Negotiate and close financial agreements while ensuring an optimal balance between growth, profitability, and risk management
  • Support clients as a strategic partner in their growth, acquisition, investment, or transformation projects
  • Maintain an active market presence and build relationships with decision-makers (C-suite), specialized firms, and business partners
  • Collaborate closely with internal teams (Capital Markets, Investment Banking, Treasury, Risk Management) to deliver integrated, tailored solutions
  • Monitor economic and industry trends to support decision-making and risk management


Your team:

Joining the National Accounts Group means becoming part of a team recognized for its expertise and collaboration, dedicated to supporting large Canadian companies in their growth ambitions.

You will evolve in a dynamic, results-driven environment where teamwork, innovation, and long-term client relationships are key priorities. The team stands out for its ability to handle complex financing and deliver high value-added, comprehensive solutions.

The Bank fosters an inclusive and flexible work environment that supports professional development, offering access to continuous training programs, mentorship, and career advancement opportunities.


Prerequisites:

  • Bachelor’s or Master’s degree in a relevant field (Finance, Economics, Business)
  • Significant experience (5 to 8+ years) in business development and commercial or corporate financing
  • Strong expertise in complex credit and deal structuring (including syndication, acquisitions, or private equity)
  • Proven experience in portfolio management and high-level client relationship development
  • Solid understanding of the challenges faced by mid-sized and large organizations
  • Strong communication, negotiation, and influencing skills
  • Ability to thrive in a collaborative, performance-driven environment

  Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:
* Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and family assistance program * Preferential banking services * Involvement in community initiatives * Telemedicine service * Virtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!

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