Portfolio Management – Client Relationship Manager
Ontario, Ontario
•Accounting & Finance
•Permanent
•02/13/2026
•283803
Our client, a growing discretionary portfolio management firm, is seeking a Portfolio Manager – Client Relationship Manager to join their client-facing team in Downtown Toronto, ON. This role focuses on onboarding new clients, managing relationships, and supporting business development, all while delivering high-touch client experience. Permanent Opportunity!
Benefits & Perks
• Competitive compensation ($110K base + bonus)
• Flexible remote work with Downtown Toronto, ON office as needed
• Exposure to a discretionary investment platform and experienced investment team
• Growth opportunity within an entrepreneurial firm
Responsibilities
• Support prospect meetings, presentations, and follow-ups
• Lead client onboarding, coordinating documentation and compliance requirements
• Manage ongoing client relationships and deliver high-touch service
• Partner with portfolio managers and internal teams to enhance client experience
Qualifications
• CFA Level I or CIM designation required; registered (or eligible) as a Portfolio Manager
• 5+ years in wealth management, portfolio management, or client relationship management
• Strong knowledge of discretionary portfolios, investment products, and Canadian regulations
• Experience with high-net-worth clients, managing multiple relationships, and fast-paced environments
• Excellent communication, presentation, and interpersonal skills with a client-first mindset
At Aplin — together with our brands CompuStaff and Impact Recruitment — we connect great people with great organizations across North America. We believe diverse teams build stronger companies, and we welcome applicants from all backgrounds, experiences, and perspectives. We use AI tools to assist in a fair and efficient matching process, helping our recruiters connect the right people with the right opportunities. To be considered, applicants must be legally entitled to work in Canada, including holding any required permits. Our recruitment services are always free for job seekers.
Benefits & Perks
• Competitive compensation ($110K base + bonus)
• Flexible remote work with Downtown Toronto, ON office as needed
• Exposure to a discretionary investment platform and experienced investment team
• Growth opportunity within an entrepreneurial firm
Responsibilities
• Support prospect meetings, presentations, and follow-ups
• Lead client onboarding, coordinating documentation and compliance requirements
• Manage ongoing client relationships and deliver high-touch service
• Partner with portfolio managers and internal teams to enhance client experience
Qualifications
• CFA Level I or CIM designation required; registered (or eligible) as a Portfolio Manager
• 5+ years in wealth management, portfolio management, or client relationship management
• Strong knowledge of discretionary portfolios, investment products, and Canadian regulations
• Experience with high-net-worth clients, managing multiple relationships, and fast-paced environments
• Excellent communication, presentation, and interpersonal skills with a client-first mindset
At Aplin — together with our brands CompuStaff and Impact Recruitment — we connect great people with great organizations across North America. We believe diverse teams build stronger companies, and we welcome applicants from all backgrounds, experiences, and perspectives. We use AI tools to assist in a fair and efficient matching process, helping our recruiters connect the right people with the right opportunities. To be considered, applicants must be legally entitled to work in Canada, including holding any required permits. Our recruitment services are always free for job seekers.
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