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Remote Entry Level Portfolio Manager Jobs in Toronto, ON

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Remote Customer Sales and Support Representative (Entry-Level) 100% Remote | United States & Canada ... Can manage your time without constant supervision * Are comfortable learning new systems and ...

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Entry Level Client Sales Representative - Work From Home AO Globe Life | Remote | Full-Time | ... management, or another people-focused position can be helpful, but insurance experience is not ...

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Account Manager -Remote

Markham, ON · Remote

CA$80K - CA$111K/yr

ClaimsPro LP Account Manager -Remote Compensation range: $80,300.00 - $111,500.00 annually We have ... Management of a portfolio of client accounts relating to automobile, property and general liability ...

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This is a fully remote role open to candidates based anywhere in Canada. Before you apply ... You'll gradually take ownership of your portfolio, giving you the opportunity to understand each ...

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Remote Entry Level Portfolio Manager information

What is a remote entry level portfolio manager?

A remote entry level portfolio manager is a finance professional who assists in managing investment portfolios from a location outside of a traditional office, typically working from home. Their responsibilities may include monitoring market trends, conducting investment research, assisting in asset allocation, and reporting on portfolio performance. Entry-level portfolio managers usually work under the supervision of senior managers, gaining experience in investment strategies and client communications. This role is ideal for individuals interested in finance and investments who prefer the flexibility of remote work.

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

To thrive as a Remote Entry Level Portfolio Manager, you need a solid understanding of financial principles, investment analysis, and a bachelor's degree in finance, economics, or a related field. Familiarity with portfolio management software, data analysis tools like Excel, and optionally FINRA or CFA certifications are valuable. Strong analytical thinking, attention to detail, and effective virtual communication are crucial soft skills for collaborating with clients and team members remotely. These abilities ensure accurate portfolio oversight, informed decision-making, and strong client relationships in a digital work environment.

What are some common challenges faced by remote entry level portfolio managers, and how can they be overcome?

Remote entry level portfolio managers often face challenges such as limited direct mentorship, building relationships with clients or senior team members, and staying updated on market trends without in-person collaboration. Overcoming these hurdles involves proactively seeking virtual mentorship, participating in regular video meetings, and utilizing digital collaboration tools to foster communication. Additionally, setting a structured daily routine and leveraging online resources can help you stay organized and efficient while working remotely.

What is the difference between Remote Entry Level Portfolio Manager vs Remote Investment Analyst?

AspectRemote Entry Level Portfolio ManagerRemote Investment Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; certifications like CFA Level I beneficialBachelor's degree in finance, economics, or related field; CFA Level I often preferred
Work EnvironmentFinancial firms, asset management companies, or investment firms; primarily office or remoteFinancial institutions, research firms, or investment companies; mainly remote or office
Employer & Industry UsageUsed in asset management, mutual funds, and hedge fundsCommon in investment banks, research firms, and asset management

The main difference is that a Remote Entry Level Portfolio Manager is responsible for managing investment portfolios and making asset allocation decisions, while a Remote Investment Analyst focuses on researching and analyzing investment opportunities. Both roles require similar educational backgrounds and certifications, but the Portfolio Manager has a broader responsibility for portfolio performance.

What are popular job titles related to Remote Entry Level Portfolio Manager jobs in Toronto, ON?

For Remote Entry Level Portfolio Manager jobs in Toronto, ON, the most frequently searched job titles are:

What cities near Toronto, ON are hiring for Remote Entry Level Portfolio Manager jobs?

Cities near Toronto, ON with the most Remote Entry Level Portfolio Manager job openings:

Infographic showing various Remote Entry Level Portfolio Manager job openings in Toronto, ON as of August 2026, with employment types broken down into 75% Full Time, 21% Part Time, and 4% Contract. Highlights an 5% Hybrid, and 95% Remote job distribution.

Remote Customer Sales and Support Representative (Entry-Level)

Globe Life Insurance

Toronto, ON • Remote

CA$60K - CA$80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago

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Globe Life Insurance rating

8.0

Company rating: 8.0 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

164th of 309 rated insurance


Job description

Remote Customer Sales and Support Representative (Entry-Level)

100% Remote | United States & Canada | Full-Time | Paid Weekly | Training Provided | No Cold Calling

A Remote Role Where You Can Learn, Earn, and Move Forward

You don't need a long sales résumé to get started. What matters most is your ability to communicate, stay dependable, and be willing to learn.

AO Globe Life is adding Remote Customer Sales and Support Representatives to its growing team. In this role, you'll speak directly with clients who have already requested information, understand what they're looking for, and guide them through their available benefit options.

You'll receive structured training, ongoing coaching, and access to experienced team members as you build confidence in a professional sales environment.

What Your Workday Can Look Like

Rather than spending your day searching for strangers to call, you'll work with scheduled client appointments and focus on the conversation in front of you.

Your responsibilities will include:

  • Conduct scheduled phone or virtual appointments with clients
  • Learn about each client's situation and determine what information they need
  • Present benefit options clearly and answer questions
  • Help clients understand their choices without using complicated language
  • Follow up with clients when additional assistance is needed
  • Complete required documentation and maintain accurate client records
  • Participate in team meetings, coaching sessions, and product training
  • Develop stronger communication, organization, and sales skills over time

What Makes This Opportunity Different

Starting a new career can be intimidating when every job seems to ask for experience before giving you a chance.

Here, you'll have a structured environment where you can learn the process while gaining real experience.

You'll have access to:

  • Qualified client leads
  • No cold calling
  • Paid weekly commission-based compensation
  • Performance-based earning potential
  • Initial and ongoing training
  • Individual coaching and mentorship
  • A flexible remote work schedule
  • A team environment with regular support
  • Opportunities to take on additional responsibility as you develop

You Could Be a Strong Match If You

  • Communicate comfortably with different types of people
  • Listen well and ask thoughtful questions
  • Take feedback seriously and apply what you learn
  • Can manage your time without constant supervision
  • Are comfortable learning new systems and technology
  • Stay professional during client conversations
  • Want a career path that rewards consistency and improvement

Previous experience in sales, customer service, retail, hospitality, call centers, education, or client-facing positions can be helpful, but it is not required.

Why Consider a Remote Sales Career?

Sales isn't only about making a sale.

It's about learning how to listen, communicate clearly, solve problems, handle questions, and build trust. Those are skills you can continue using throughout your career.

If you're looking for a position where you can start with training, develop practical experience, and have room to grow based on your performance, this could be the opportunity you're looking for.

Ready to Take the Next Step?

If you're motivated to learn, comfortable working with people, and ready to build your professional experience from home, submit your application today.

Our recruiting team will review your application and contact selected candidates with information about the next step in the hiring process. Please monitor your email, voicemail, and spam folder for updates.


What Globe Life Insurance employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


Globe Life logo

About Globe Life

Sourced by ZipRecruiter

Our Actions Today have a lasting impact on Tomorrow. Therefore, We aim to inspire everyone in our network to help Make Tomorrow Better. At Globe Life, We empower our Customers by offering products that help secure their Financial Future and Protect them from the unexpected. We give our Employees the chance to give back, Support Initiatives with a Service First Mindset, and Promote from within.

Industry

Insurance services and insurance agencies and brokerages

Company size

1,001 - 5,000 Employees

Headquarters location

McKinney, TX, US