Be Seen First
Toronto, ON · On-site
CA$80K - CA$100K/yr
Work collaboratively within our tight-knit team to deliver comprehensive financial solutions ... Ensure all portfolio management activities adhere to strict industry regulations and firm standards.
Quick apply
Be Seen First
Toronto, ON · On-site
CA$80K - CA$100K/yr
Work collaboratively within our tight-knit team to deliver comprehensive financial solutions ... Ensure all portfolio management activities adhere to strict industry regulations and firm standards.
Be Seen First
Toronto, ON · On-site
CA$80K - CA$100K/yr
Work collaboratively within our tight-knit team to deliver comprehensive financial solutions ... Ensure all portfolio management activities adhere to strict industry regulations and firm standards.
Quick apply
Be Seen First
Toronto, ON · On-site
CA$80K - CA$100K/yr
Work collaboratively within our tight-knit team to deliver comprehensive financial solutions ... Ensure all portfolio management activities adhere to strict industry regulations and firm standards.
Be Seen First
Kitchener, ON · On-site
CA$80K - CA$100K/yr
Work collaboratively within our tight-knit team to deliver comprehensive financial solutions ... Ensure all portfolio management activities adhere to strict industry regulations and firm standards.
Quick apply
Be Seen First
Kitchener, ON · On-site
CA$80K - CA$100K/yr
Work collaboratively within our tight-knit team to deliver comprehensive financial solutions ... Ensure all portfolio management activities adhere to strict industry regulations and firm standards.
Be Seen First
Toronto, ON · On-site
CA$80K - CA$100K/yr
Work collaboratively within our tight-knit team to deliver comprehensive financial solutions ... Ensure all portfolio management activities adhere to strict industry regulations and firm standards.
Quick apply
Be Seen First
Toronto, ON · On-site
CA$80K - CA$100K/yr
Work collaboratively within our tight-knit team to deliver comprehensive financial solutions ... Ensure all portfolio management activities adhere to strict industry regulations and firm standards.
Be Seen First
Toronto, ON · On-site
CA$80K - CA$100K/yr
Work collaboratively within our tight-knit team to deliver comprehensive financial solutions ... Ensure all portfolio management activities adhere to strict industry regulations and firm standards.
Quick apply
Be Seen First
Toronto, ON · On-site
CA$80K - CA$100K/yr
Work collaboratively within our tight-knit team to deliver comprehensive financial solutions ... Ensure all portfolio management activities adhere to strict industry regulations and firm standards.
Be Seen First
Kitchener, ON · On-site
CA$80K - CA$100K/yr
Work collaboratively within our tight-knit team to deliver comprehensive financial solutions ... Ensure all portfolio management activities adhere to strict industry regulations and firm standards.
Quick apply
Be Seen First
Kitchener, ON · On-site
CA$80K - CA$100K/yr
Work collaboratively within our tight-knit team to deliver comprehensive financial solutions ... Ensure all portfolio management activities adhere to strict industry regulations and firm standards.
Be Seen First
Kitchener, ON · On-site
CA$80K - CA$100K/yr
Work collaboratively within our tight-knit team to deliver comprehensive financial solutions ... Ensure all portfolio management activities adhere to strict industry regulations and firm standards.
Quick apply
Be Seen First
Kitchener, ON · On-site
CA$80K - CA$100K/yr
Work collaboratively within our tight-knit team to deliver comprehensive financial solutions ... Ensure all portfolio management activities adhere to strict industry regulations and firm standards.
Be Seen First
Kitchener, ON · On-site
CA$80K - CA$100K/yr
Work collaboratively within our tight-knit team to deliver comprehensive financial solutions ... Ensure all portfolio management activities adhere to strict industry regulations and firm standards.
Quick apply
Be Seen First
Kitchener, ON · On-site
CA$80K - CA$100K/yr
Work collaboratively within our tight-knit team to deliver comprehensive financial solutions ... Ensure all portfolio management activities adhere to strict industry regulations and firm standards.
As a Lease and Finance Portfolio Manager, a typical day might include the following: * Analyzing ... Financial Services and other partnered financial institutions * Identify trends, risks, and ...
Quick apply
As a Lease and Finance Portfolio Manager, a typical day might include the following: * Analyzing ... Financial Services and other partnered financial institutions * Identify trends, risks, and ...
Financial Acumen * Account Management * Project Management * Portfolio Management Strategies ... Bread Financial offers medical, prescription drug, dental, vision, and other voluntary benefits ...
New
Financial Acumen * Account Management * Project Management * Portfolio Management Strategies ... Bread Financial offers medical, prescription drug, dental, vision, and other voluntary benefits ...
New
Reporting to the SVP of Capital Markets, the Portfolio Manager is responsible for overseeing the financial, commercial, and financing obligations of the company's operating renewable energy portfolio.
Reporting to the SVP of Capital Markets, the Portfolio Manager is responsible for overseeing the financial, commercial, and financing obligations of the company's operating renewable energy portfolio.
Manhattan, NY · On-site
$150K - $185K/yr
Reporting to the SVP of Capital Markets, the Portfolio Manager is responsible for overseeing the financial, commercial, and financing obligations of the company's operating renewable energy portfolio.
Manhattan, NY · On-site
$150K - $185K/yr
Reporting to the SVP of Capital Markets, the Portfolio Manager is responsible for overseeing the financial, commercial, and financing obligations of the company's operating renewable energy portfolio.
Reporting to the SVP of Capital Markets, the Portfolio Manager is responsible for overseeing the financial, commercial, and financing obligations of the company's operating renewable energy portfolio.
Reporting to the SVP of Capital Markets, the Portfolio Manager is responsible for overseeing the financial, commercial, and financing obligations of the company's operating renewable energy portfolio.
New York, NY · On-site
A Portfolio Manager will have experience in the financial services or investment sectors and will focus on providing portfolio recommendations to our clients based on in-depth financial market ...
New York, NY · On-site
A Portfolio Manager will have experience in the financial services or investment sectors and will focus on providing portfolio recommendations to our clients based on in-depth financial market ...
Chicago, IL · On-site
$135K - $155K/yr
Portfolio Management** - Oversee a portfolio of specialty finance clients, ensuring strong ... tailored financial solutions. * **Business Development** - Work with Relationship Managers to ...
Chicago, IL · On-site
$135K - $155K/yr
Portfolio Management** - Oversee a portfolio of specialty finance clients, ensuring strong ... tailored financial solutions. * **Business Development** - Work with Relationship Managers to ...
$135K - $155K/yr
Portfolio Management** - Oversee a portfolio of specialty finance clients, ensuring strong ... tailored financial solutions. * **Business Development** - Work with Relationship Managers to ...
$135K - $155K/yr
Portfolio Management** - Oversee a portfolio of specialty finance clients, ensuring strong ... tailored financial solutions. * **Business Development** - Work with Relationship Managers to ...
Boston, MA · On-site
$125K - $140K/yr
The Climate Finance Portfolio Manager (VP) is responsible for the ongoing management of an assigned portfolio of commercial solar, battery storage, energy efficiency, and other climate-related ...
Quick apply
Boston, MA · On-site
$125K - $140K/yr
The Climate Finance Portfolio Manager (VP) is responsible for the ongoing management of an assigned portfolio of commercial solar, battery storage, energy efficiency, and other climate-related ...
Chicago, IL · On-site
$135K - $155K/yr
Portfolio Management** - Oversee a portfolio of specialty finance clients, ensuring strong ... tailored financial solutions. * **Business Development** - Work with Relationship Managers to ...
Chicago, IL · On-site
$135K - $155K/yr
Portfolio Management** - Oversee a portfolio of specialty finance clients, ensuring strong ... tailored financial solutions. * **Business Development** - Work with Relationship Managers to ...
San Francisco, CA · On-site
$125K - $140K/yr
The Climate Finance Portfolio Manager (VP) is responsible for the ongoing management of an assigned portfolio of commercial solar, battery storage, energy efficiency, and other climate-related ...
Quick apply
San Francisco, CA · On-site
$125K - $140K/yr
The Climate Finance Portfolio Manager (VP) is responsible for the ongoing management of an assigned portfolio of commercial solar, battery storage, energy efficiency, and other climate-related ...
Washington, DC · On-site
$125K - $140K/yr
The Climate Finance Portfolio Manager (VP) is responsible for the ongoing management of an assigned portfolio of commercial solar, battery storage, energy efficiency, and other climate-related ...
Quick apply
Washington, DC · On-site
$125K - $140K/yr
The Climate Finance Portfolio Manager (VP) is responsible for the ongoing management of an assigned portfolio of commercial solar, battery storage, energy efficiency, and other climate-related ...
Do workers at Bread Financial get paid breaks?
Does Bread Financial pay people when they’re sick?
At Bread Financial, are sick days and vacation days separate paid time off?
Is the health insurance from Bread Financial affordable enough for their workers?
Do people get paid time off at Bread Financial?
How far ahead of time do people find out their work schedule?
Do workers at Bread Financial worry about hours?
Do Bread Financial workers get to choose the shifts they work?
How easy is it for Bread Financial workers to change shifts?
How easy is it to get time off at Bread Financial?
Do Bread Financial managers change schedules at the last minute?
Do jobs at Bread Financial spill into time workers aren’t paid for?
How easy is it to take sick days at Bread Financial?
Is working at Bread Financial good if you’re a parent or caregiver?
Do people at Bread Financial feel treated with respect by their managers?
Do people at Bread Financial get to take their breaks without interruption?
Is it stressful to work at Bread Financial?
Do people at Bread Financial enjoy their jobs?
Do people at Bread Financial recommend working with their team?
Do people get enough training when they start at Bread Financial?
Do people get support to advance at Bread Financial?
Do people think Bread Financial’s headquarters understands what’s happening where they work?
Do workers feel well informed about how Bread Financial is doing?
CA$80K - CA$100K/yr
Full-time
Medical, Dental, Retirement, PTO
This job post has expired today. Applications are no longer accepted.
We are seeking an experienced and strategic Portfolio Manager to join a team of 1–3 members. In this role, you will oversee client investment portfolios, analyze market trends, and implement tailored financial strategies to preserve and grow wealth for high-net-worth individuals and families.
If you currently live in a major city center, and are looking to transition your senior portfolio management career to a vibrant outdoor region with a lower cost of living and better quality of life, we will help facilitate your relocation to Owen Sound.
Key Responsibilities
Manage and monitor high-net-worth client investment portfolios to align with overall wealth management, tax, and estate strategies.
Develop and execute strategic, risk-managed investment plans tailored to each client's unique financial goals.
Conduct continuous market analysis to optimize asset allocation decisions and portfolio performance.
Build and nurture long-term, high-trust client relationships through regular reviews and clear communication.
Work collaboratively within our tight-knit team to deliver comprehensive financial solutions.
Ensure all portfolio management activities adhere to strict industry regulations and firm standards.
Qualifications & Requirements
Work Preference: Must be fully committed to working in-person at our Owen Sound office.
Licensing & Certifications:
Canadian Securities License (Required / Deal-Breaker)
Professional designations such as CIM (Chartered Investment Manager) or CFP (Certified Financial Planner) are strongly preferred.
Life License Qualification Program (LLQP) or Mutual Funds background is an asset.
Experience: Proven track record in portfolio management and client relationship management within wealth management or private banking (10+ years preferred).
Education: Bachelor’s degree in Finance, Economics, or a related field.
Strong strategic decision-making, analytical ability, and executive-level communication skills.
What We Offer
Competitive compensation and incentive package.
Relocation Assistance: We will actively assist the right candidate in moving to the Owen Sound community.
Long-term career stability in an established, independent financial management firm.
An extraordinary lifestyle location surrounded by Georgian Bay and the Niagara Escarpment, ideal for outdoor enthusiasts.
Based in Owen Sound, Walker Family Financial is an independent wealth advisory firm with a 45+ year legacy of serving high-net-worth individuals, business owners, and families. Partnered with Q Wealth Partners, we deliver comprehensive investment management, tax, insurance, and estate planning with a client-first mission to amaze people by giving them more than they ever expected. We are a firm built on strong personal relationships, teamwork, and an in-office culture that values both professional excellence and local lifestyle.
