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Client Portfolio Manager Jobs in Calgary, AB (NOW HIRING)

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Canadian Financial Advisors: Interview on Client Management

Calgary, AB · Remote

$45/hr

Your experience will highlight how independent professionals navigate day-to-day portfolio ... You should have active experience managing client portfolios and navigating advisory platforms.

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Royal Bank of Canada

Wealth Advisor

Calgary, AB · On-site

Client Portfolio & Relationship Management * Assess client's financial goals, risk tolerance and investment timeline. * Develop and implement personalized investment strategies. * Under the direction ...

Targeted Talent

Investment Counsellor

Calgary, AB

Serves as specific client account manager, where designated. * Fulfils our goal for client service excellence by ensuring clients are aware of material changes made to the portfolio(s) and the ...

Targeted Talent

Investment Counsellor

Calgary, AB

Serves as specific client account manager, where designated. * Fulfils our goal for client service excellence by ensuring clients are aware of material changes made to the portfolio(s) and the ...

PwC

Corporate Tax Manager

Calgary, AB

CA$84K - CA$134K/yr

Manage the client service team on a portfolio of clients, including budgeting, engagement letters, technology deployment, resource and work allocation, and billing and coordination with other PwC ...

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All JobsClient Portfolio JobsClient Portfolio Manager JobsClient Portfolio Manager Jobs in Calgary, AB

Client Portfolio Manager information

See Calgary, AB salary details

$29.5K

$92.9K

$145K

How much do client portfolio manager jobs pay per year?

As of Aug 7, 2026, the average yearly pay for client portfolio manager in Calgary, AB is $92,925.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,500.00 and $107,000.00 per year, depending on experience, location, and employer.

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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What job categories do people searching Client Portfolio Manager jobs in Calgary, AB look for? The top searched job categories for Client Portfolio Manager jobs in Calgary, AB are:
Client Portfolio Manager jobs near you
Infographic showing various Client Portfolio Manager job openings in Calgary, AB 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, with an average salary of $92,925 per year, or $44.7 per hour.

ServiceNow Strategic Portfolio Management (SPM) Consultant

RSM

Calgary, AB • Hybrid

Full-time

Re-posted 14 days ago

Job description

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.

Responsibilities

  • Facilitate SPM-focused workshops to understand client portfolio management processes, demand intake, resource planning, and project delivery frameworks
  • Define and communicate a clear SPM vision and roadmap, aligning ServiceNow SPM capabilities (Demand Management, Project Portfolio Management, Resource Management, Agile Development) with business strategy and outcomes
  • Own and manage the SPM product backlog, prioritizing features such as demand intake, project tracking, capacity planning, and financial management
  • Collaborate with stakeholders to identify dependencies across SPM modules (e.g., Demand Project Resource Financials) and drive logical implementation sequencing
  • Act as a strategic advisor to optimize portfolio visibility, investment planning, and resource utilization through SPM capabilities
  • Lead sprint planning, backlog refinement, and reviews with a focus on iterative delivery of SPM solutions
  • Analyze existing portfolio and project management processes to identify opportunities for improved governance, prioritization, and execution
  • Serve as the primary liaison between business stakeholders and technical teams, ensuring alignment on SPM strategy, configuration, and outcomes
  • Drive stakeholder adoption of standardized demand, project, and resource management processes
  • Ensure delivery of scalable solutions that support enterprise portfolio management, Agile delivery, and hybrid project environments

Required Qualifications

  • 5-7 years of ServiceNow experience, including ServiceNow Administrator Certification
  • Hands-on experience implementing and supporting ServiceNow SPM modules (Demand Management, Project Portfolio Management, Resource Management, Agile Development)
  • Experience as a Business Analyst or Systems Analyst supporting SPM implementations and portfolio management transformations
  • 3-5 years of client-facing experience in a consulting or advisory role, with strong stakeholder management skills
  • 3+ years working in Agile environments (Scrum, SAFe), preferably delivering ServiceNow or SPM solutions
  • Strong understanding of portfolio management, project delivery lifecycles, and resource planning
  • Proven experience with project governance, demand prioritization, and portfolio reporting
  • Experience with financial tracking, budgeting, and forecasting within project or portfolio management tools
  • Demonstrated ability to perform business and technical requirements analysis, process mapping, and solution design
  • Strong knowledge of ITIL/ITSM principles and how they align with enterprise portfolio management

Preferred Qualifications

  • ITIL Foundation Certification
  • ServiceNow SPM-specific certifications (e.g., Certified Implementation Specialist - SPM)
  • Experience integrating ServiceNow SPM with tools such as Jira, Azure DevOps, or other Agile/project management platforms
  • Familiarity with portfolio prioritization frameworks, capacity planning, and investment governance models
  • Knowledge of financial management concepts such as CapEx/OpEx tracking and ROI analysis
  • Experience with enterprise Agile frameworks (e.g., SAFe) and their integration with portfolio management
  • Understanding of enterprise architecture or governance frameworks such as COBIT or Lean Portfolio Management

At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmcanada.com/careers/life-at-rsm/rewards-and-benefits.html.

RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Canadian uniformed service; Canadian Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.

At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $86,500 - $138,500

Individualsselected for this role will be eligible for a discretionary bonus based on firm and individual performance.

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