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Portfolio Associate Jobs in Toronto, ON (NOW HIRING)

Alterna Savings

Associate Account Manager

Vaughan, ON · On-site

CA$56K - CA$65K/yr

The Associate Account Manager will liaise with portfolio managers in reviewing and managing the portfolio of small to medium sized commercial accounts. Under their guidance, they will support all ...

The Cooperators/Cory Young Insurance Group

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Associate Insurance Advisor

Guelph, ON · On-site

CA$45K - CA$55K/yr

The Associate Insurance Advisor plays a key role in supporting and developing agency operations ... portfolios. What we do At Cory Young Insurance Group Inc., we provide Home, Auto, Life, Investments ...

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Portfolio Associate information

See Toronto, ON salary details

$34.4K

$62.5K

$97.3K

How much do portfolio associate jobs pay per year?

As of Aug 15, 2026, the average yearly pay for portfolio associate in Toronto, ON is $62,503.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,650.00 and $74,915.00 per year, depending on experience, location, and employer.

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

To thrive as a Portfolio Associate, you need a solid understanding of finance, investment principles, and portfolio management, often supported by a bachelor's degree in finance, economics, or a related field. Familiarity with portfolio management software, financial modeling tools, and proficiency in Excel are commonly required, and certifications like CFA Level I can be advantageous. Strong analytical thinking, attention to detail, and effective communication are critical soft skills for collaborating with managers and interpreting data. These skills ensure accurate portfolio monitoring, informed decision-making, and efficient support of investment strategies.

What is a portfolio associate?

A Portfolio Associate is a finance professional who supports portfolio managers in overseeing investment portfolios. Their main responsibilities include monitoring portfolio performance, conducting research and analysis, preparing reports, and handling trade execution and compliance tasks. They act as a bridge between portfolio managers, clients, and other financial teams to ensure smooth investment operations. Portfolio Associates typically work at asset management firms, banks, or investment companies and play a crucial role in helping manage client assets effectively.

How does a portfolio associate typically collaborate with portfolio managers and analysts in daily operations?

As a Portfolio Associate, you will work closely with portfolio managers and analysts to ensure the smooth execution of investment strategies. This includes assisting with trade execution, monitoring portfolio performance, and preparing reports for client meetings. You may also help with research, data analysis, and responding to client inquiries. Effective communication and attention to detail are essential, as you'll often serve as a bridge between investment teams and other departments such as compliance and operations.

What are the most commonly searched types of Portfolio jobs in Toronto, ON?

The most popular types of Portfolio jobs in Toronto, ON are:

What are popular job titles related to Portfolio Associate jobs in Toronto, ON?

For Portfolio Associate jobs in Toronto, ON, the most frequently searched job titles are:

What job categories do people searching Portfolio Associate jobs in Toronto, ON look for?

The top searched job categories for Portfolio Associate jobs in Toronto, ON are:

What cities near Toronto, ON are hiring for Portfolio Associate jobs?

Cities near Toronto, ON with the most Portfolio Associate job openings:

Portfolio Associate jobs near you
Infographic showing various Portfolio Associate job openings in Toronto, ON as of August 2026, with employment types broken down into 1% As Needed, 65% Full Time, 32% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $62,503 per year, or $30 per hour.

Associate Director/Program Manager, Technology Portfolio (Contract)

EQ Bank | Canada's Challenger Bank

Toronto, ON • On-site

Full-time

Medical, Dental, Vision, Life, PTO

Posted 26 days ago

Job description

Join a Challenger
At EQ, we're remaking banking so every Canadian gets ahead, every day. Serving nearly 4 million Canadians from coast to coast, we offer a wide variety of financial services from banking and lending, to trust and credit union solutions. 
We've been at this since 1970, challenging the conventions of traditional banking with smarter, faster, and more connected financial experiences.
What's kept us moving?  The people behind it all: challengers who ask better questions, push back on old assumptions, and look for a better way forward.
If you're driven to help reshape how banking works for Canadians and the businesses that power our economy, this could be your next big opportunity. 
We can't wait to get to know you! 


The Work
 
The Associate Director/Program Manager will be responsible for initiating and delivering strategic Program(s) for the  Bank in support of the Technology Portfolio. The Program Manager will be responsible for developing the Program organizational structure and governance processes along with the approaches and strategies that will deliver the Program's goals and objectives while driving value realization for the Bank. The Program Manager will follow Equitable Bank's delivery methodology, policies, procedures, and practices under the direction of Infrastructure & Operations Leadership team. The scope, timelines and deliverables of the Program will be directed by the dedicated Program Leaders and Program Sponsor. 
The Core Responsibilities!

  • Provide program management leadership and expertise of large scale, highly complex, high profile and high-risk initiatives that may be cross-departmental and/or enterprise wide. 

  • In collaboration with the Sponsor, Product Owner, Technology Delivery Lead, and additional Stakeholders, define Program scope, objectives, approach and deliverables that support the goals and objectives of the Program. 

  • Plan and lead working sessions to structure program delivery into multiple work streams, identify dependencies, and align delivery through an overarching, integrated program schedule. 

  • Measure, control and actively manage the integrated Program schedule, including multiple project streams, teams, project plans, and major dependencies.   

  • Ensure completion of deliverables to Definition-of-Done, including respective approvals and acceptance. 

  • Define clear roles, responsibilities and accountabilities for project stream leaders and other Program resources.  

  • Establish effective governance, planning and control processes for the Program and project streams, aligned to the Bank's Delivery Methodology. 

  • Prepare Program status updates to Project Sponsor, Steering Committee and other executive oversight bodies.  

  • Plan and facilitate Steering Committee meetings with leads. 

  • Facilitate meetings with Program stakeholders as part of working team governance. 

  • Consolidate and manage vendor supplier work streams, dependencies, fees, and methodologies. 

  • Manage Project, Program and Executive decisions and Change Requests. 

  • Manage Program Risks, Actions, Issues, Decisions (RAID). 

  • Manage, track and report on Program financials including tracking benefits and value realization. 

  • Develop and manage a Program communication plan. 

  • Coordinate and provide guidance to project streams and teams. 

  • Support Change Management and Readiness with stakeholders across the Bank.

Let's Talk About You!

  • At least 10 years' program and senior project management and delivery experience in Canadian Financial Services. 

  • Expert knowledge and experience of a wide variety of delivery methodologies with extensive background in waterfall and agile at a minimum. 

  • Significant relevant experience working on programs in Infrastructure & Operations as well as Cyber security. 

  • Must have fundamental understanding of concepts in networking, cloud computing, and Information Security. 

  • Experience working with and managing external vendors and suppliers for large, strategic programs.  

  • Demonstrated experience working with senior decision makers - Vice President (CEO level would be an asset). 

  • Excellent interpersonal, communication, and presentation skills with ability to lead/influence others to achieve goals. 

  • Ability to organize and coordinate senior resources with cross-functional skillsets as a holistic group with close collaboration and cooperation. 

  • Highly collaborative, with strong consulting skills and the drive to solve multifaceted problems with minimal supervision. 

  • Highly developed verbal and written communication skills with the ability to respond in a clear, concise and professional manner. 

  • Change Management experience at a Project and Program level. 

Additional desirable skills include: 

  • Experience and understanding of regulations and operational support for Canadian Retail Banking Products and Services 

  • Expertise with the Atlassian Suite (JIRA + Confluence) 

What we offer [For full-time permanent roles]
 
Competitive discretionary bonus 
Market leading RRSP match program
  Medical, dental, vision, life, and disability benefits
  Employee Share Purchase Plan
Maternity/Parental top-up while you care for your little one
Generous vacation policy and personal days 
  Virtual events to connect with your fellow colleagues
  Professional development and comprehensive Career Development program
  A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience
 
The incumbent will be working hybrid and in office time will be spent working from EQ Bank's additional office space located at 2200-25 Ontario Street, Toronto, ON.


Equity, Diversity & Inclusion

EQ is committed to building an inclusive, accessible environment where every employee feels valued, respected, and supported. We believe our organization is stronger - and our people thrive - when we honour and celebrate diverse experiences, identities, and perspectives. We're equally committed to supporting your growth, both professionally and personally.

We provide a barrierfree recruitment process and work environment. If you require accommodations at any stage, we will work with you to ensure you can bring your best self to the process and beyond.

As part of our recruitment process, EQ uses AI to help screen, assess, and/or select applicants for this position. All AI-enabled outputs are reviewed and validated by our talent team. All candidates considered for hire must successfully complete a criminal background check and credit check. While we appreciate every application, an EQ recruiter will contact only those whose skills and experience most closely match the requirements of the role.
EQB Inc. (TSX: EQB) is the parent company of Equitable Bank, the country's seventh-largest Schedule I bank by assets, which operates EQ Bank, Canada's Challenger Bank. EQB Inc. serves nearly 4 million Canadians and manages approximately $150 billion in combined assets under management and administration. 
To learn more, visit eqb.investorroom.com and eqbank.ca.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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