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Portfolio Management Associate Jobs in Hamilton, ON

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Portfolio Management Associate information

See Hamilton, ON salary details

$39.4K

$70.1K

$119.6K

How much do portfolio management associate jobs pay per year?

As of Aug 8, 2026, the average yearly pay for portfolio management associate in Hamilton, ON is $70,096.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,957.00 and $75,346.00 per year, depending on experience, location, and employer.

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

To thrive as a Portfolio Management Associate, you need strong analytical skills, a solid understanding of financial markets, and typically a degree in finance, economics, or a related field. Familiarity with portfolio management software, Bloomberg Terminal, and proficiency in Excel and financial modeling are highly valued, and certifications like the CFA can be advantageous. Excellent attention to detail, communication skills, and the ability to work collaboratively are important soft skills in this role. These abilities are crucial for making informed investment decisions, accurately managing client portfolios, and effectively supporting the portfolio management team.

What is a portfolio management associate?

Portfolio Management Associates are professionals who support portfolio managers in overseeing investment portfolios for clients or institutions. Their duties typically include researching investment opportunities, monitoring portfolio performance, preparing reports, and ensuring that investment strategies align with clients' goals. They act as a liaison between clients and portfolio managers and help execute investment decisions. This role requires strong analytical skills, attention to detail, and knowledge of financial markets.

How does a portfolio management associate typically contribute to investment decision-making within a team environment?

As a Portfolio Management Associate, you play a vital supporting role in the investment process by conducting research, analyzing market trends, and assisting with portfolio monitoring and reporting. You’ll collaborate closely with portfolio managers, analysts, and sometimes client service teams to gather data, prepare performance reports, and help execute investment strategies. This role requires strong attention to detail and effective communication skills, as your insights and analyses often inform key decisions. Teamwork and the ability to manage multiple tasks under tight deadlines are essential for success.

What is the difference between Portfolio Management Associate vs Investment Analyst?

AspectPortfolio Management AssociateInvestment Analyst
Required CredentialsBachelor's degree, possibly CFA Level IBachelor's degree, often pursuing CFA or related certifications
Work EnvironmentFinancial firms, asset management companiesResearch firms, investment banks, asset managers
Primary ResponsibilitiesSupporting portfolio strategies, trade execution, client reportingAnalyzing securities, market research, financial modeling

While both roles support investment decision-making, Portfolio Management Associates focus on implementing strategies and managing client portfolios, whereas Investment Analysts primarily conduct research and analysis to inform investment choices.

What job categories do people searching Portfolio Management Associate jobs in Hamilton, ON look for? The top searched job categories for Portfolio Management Associate jobs in Hamilton, ON are:
What cities near Hamilton, ON are hiring for Portfolio Management Associate jobs? Cities near Hamilton, ON with the most Portfolio Management Associate job openings:
Portfolio Management Associate jobs near you
Infographic showing various Portfolio Management Associate job openings in Hamilton, ON as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $70,096 per year, or $33.7 per hour.

Associate, Financial Planning

The Consumer Goods Forum

Oakville, ON

CA$135K - CA$200K/yr

Full-time

Retirement

Posted 17 days ago

Job description

Salary Range: $135,000 - $200,000

Who we are:
Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.

We pride ourselves on understanding our clients' needs and providing innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value excellence and collaboration. We're looking for talented people who thrive in a dynamic environment and want to have an impact with innovative ideas and best practices.

At CG, we believe that diversity across our business strengthens our client relationships and enables more innovative solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.

Our Canadian operation, Canaccord Genuity Corp., is currently looking for an Associate, Financial Planning to join the MacInnes Group in our Oakville office. Led by William MacInnes, Senior Wealth Advisor and Portfolio Manager, the MacInnes Group focuses on supporting the wealth management needs of exceptionally accomplished entrepreneurs, private investors, and their families. This is a great opportunity for an Associate looking to grow and support a Wealth Management team in establishing and maintaining strong client relationships.


Responsibilities:

  • Design and deliver customized, comprehensive wealth plans that integrate financial, investment, retirement, tax, risk management, and estate planning.
  • Provide strategic guidance on complex planning needs such as holding companies, stock options, individual pension plans, retirement compensation arrangements, charitable giving, and intergenerational wealth transfer.
  • Analyze clients' unique tax profiles and incorporate advanced long-term tax planning strategies.
  • Present planning concepts and fee-based investment solutions confidently to clients and internal partners.
  • Maintain strong, ongoing client relationships within a team-based advisory structure.
  • Drive business growth by promoting holistic planning and fostering internal and external partnerships.
  • Embrace challenges proactively, seeking continuous learning and growth opportunities to enhance client outcomes.
  • Uphold high ethical standards with humility by remaining open to feedback and ongoing professional development.


Skills & Qualifications:

  • 4 to 7 years of financial planning, wealth management, and/or risk management experience.
  • Must hold or working towards Certified Financial Professional (CFP) designation.
  • Additional designations such as Chartered Life Underwriter (CLU), Family Enterprise Advisor (FEA), Certified Exit Planning Advisor (CEPA), and/or Trust and Estate Practitioner (TEPA) are asset.
  • Insurance industry knowledge or LLQP certification is an asset.
  • Excellent verbal and written communication skills with strong presentation skills.
  • Proven ability to network and cultivate strong partner relationships.
  • Demonstrated capacity to build trust and collaborate effectively within diverse teams.
  • Persistent and ambitious, with a commitment to high professional standards and meaningful goal achievement.
  • Intermediate to advanced computer skills: good working knowledge of MS Office programs.
  • Experience with Dataphile, Maximizer, Conquest and netx360 would be an asset.

#LI-VP1 #LI-Onsite #INDHP

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviewswill be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

Protecting your online safety:

Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

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