Full-time jobs in Vaughan, Ontario

Find full-time jobs in Vaughan, Ontario and nearby towns within 25 km. Read the full details and apply.

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Within 25 km of Vaughan

Added 3 hours ago
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Accounting Advantage

Associate Portfolio Manager

Toronto, ON, Canada

$100,000 to $300,000 CAD / year · Full-time

Within 25 km of Vaughan · About 22.9 km from the city centre

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Job details

Pay: $100,000 to $300,000 CAD / year
Job type: Full-time
Apply by: Dec 2, 2026
Posted: Nov 2, 2026

Original job description

Role Overview

Intermediate-level advisor position within an established wealth management group of five. This is not a junior or administrative support role. The successful candidate will work directly with the Senior Portfolio Manager and participate in investment management, wealth management, and financial planning. The group may hire more than one candidate.

Keys to Filling:

Licensed advisor with a CIM designation and at least CFA Level I.
Investment management and financial planning experience.
Strong client-facing and communication skills, particularly with high-net-worth clients.
Existing, transferable book of business with approximately $20M–$25M in client assets.
Proven ability to develop new business, prospect, and acquire clients.
Candidates from private investment and wealth management firms are welcome.
Advisors looking to exit the industry and transition their book of business will also be considered.

Key Responsibilities

70% Business Development: Grow their own book of business, prospect for new clients, and bring in additional assets.
30% Client Servicing & Team Support: Service existing clients, collaborate with the team, and work directly with the Senior Portfolio Manager.
Initial onboarding will focus on transitioning existing client relationships and learning the group's processes over the first one to two months.

Compensation

Base salary starts at approximately $100K.
Compensation is tied to the assets successfully transferred.
Illustrative compensation for a $20M book is approximately $100K, with an additional $60K–$70K possible depending on the compensation structure and assets transferred.
Quarterly bonus structure.
Total compensation starts around $100K, with potential to exceed $200K–$300K as the advisor grows their business.
No benefits currently offered.

Compensation details to be confirmed against the final offer and the specific book-of-business arrangement.

Work Arrangement

Hybrid schedule, typically three days in the office.
Work-from-home flexibility, including when meeting clients off-site.
Equipment provided.
Candidates will be employed directly by the wealth management group.

Disclaimer: This is currently for an active job opportunity. By applying, you will be part of our trusted network, ensuring our recruiters can match you with suitable roles. Let us help you take the next step in your career journey. A.I. may be used in the recruitment and selection process.

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More about this job

Responsibilities

Develop and grow a transferable book of business by prospecting, acquiring clients, and bringing additional assets to the group. Service existing clients, transition client relationships, and collaborate directly with the Senior Portfolio Manager and team.

Requirements

Candidates should be licensed advisors with a CIM designation, at least CFA Level I, and experience in investment management and financial planning. They should have strong communication and client-facing skills, an approximately $20M–$25M transferable book of business, and a demonstrated ability to prospect and acquire clients.

Skills

Investment Management
Wealth Management
Financial Planning
Business Development
Prospecting
Client Acquisition
High-Net-Worth Client Service
Communication
Portfolio Management
Asset Transfer
Team Collaboration

Visa sponsorship

Not detected in the job text

Keywords

Associate Portfolio Manager
Wealth Management
Investment Management
Financial Planning
Portfolio Management
CIM Designation
CFA Level I
Licensed Advisor
Business Development
Prospecting
Client Acquisition
High-Net-Worth Clients
Book Of Business
Client Assets
Asset Transfer
Client Servicing
New Business Development
Private Investment
Senior Portfolio Manager
Quarterly Bonus
Hybrid Work

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