At Wealthsimple, the Portfolio Management team plays a vital role in transforming client financial experiences through clear investment strategies. We prioritize operational integrity while ensuring that our clients receive thoughtful, high-quality advice tailored to their needs.

Requirements

Professional designation as a Portfolio Manager (CFA or CIM) and hands-on experience in investment management.
A minimum of four years working directly with clients on a discretionary basis, with at least two of those years in a management role.
Strong understanding of portfolio construction and a genuine passion for personal finance.
Experience in overseeing operational processes and ensuring compliance.

Benefits

Competitive base salary ranging from CAD $166,400 to $208,000, adjusted based on experience and impact.
Equity compensation to align your success with the company’s growth.
Generous vacation policy including 20 vacation days, 4 wellness days, and unlimited sick days.
A remote-first model enabling you to work from anywhere across North America.

You’ll Be a Great Fit If...

You thrive on guiding others, finding joy in mentoring entry-level managers while navigating complex client scenarios. Your leadership style is rooted in fostering trust and open communication, allowing your team to flourish. When situations deviate from the norm, you see them as opportunities for growth rather than obstacles. You approach challenges with patience, emphasizing process improvement and compliance. Your commitment to continuous learning keeps you current in the investment landscape, equipping you to engage meaningfully with high-value clients and stakeholders. If this resonates with you, we’d like to hear your perspective.

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Portfolio Management jobs

Portfolio Management Lead