Portfolio Manager • Lead

Who you are

You have a proven track record in portfolio management and leadership — you've successfully led teams and ensured high-quality client support in a financial services environment. Your ability to navigate complex client situations sets you apart, and you thrive in roles that require both operational oversight and strategic thought leadership.

You are detail-oriented and understand the importance of operational excellence — your experience in managing digital portfolio systems ensures that clients receive consistent and compliant investment advice. You believe in the power of collaboration and are committed to fostering a high-performing team culture.

What you'll do

As the Manager of Portfolio Management, you will lead and inspire a team of licensed portfolio managers, directly influencing the quality of advice delivered to clients. Your role will involve coaching and mentoring team members to enhance their performance and ensure they provide exceptional client support.

You will oversee the operational integrity of the systems that manage client assets, ensuring efficiency and compliance at all times. Your thought leadership will contribute to shaping the organization’s external content and internal advice frameworks, making a significant impact on the overall client experience.

You will collaborate closely with other departments to ensure that the portfolio management strategies align with the company's mission of helping clients achieve financial freedom. Your insights will help refine the investment advice provided to clients, ensuring it is both transparent and low-cost.

What we offer

At Wealthsimple, you will be part of a mission-driven team that values collaboration, humility, and quality. We encourage you to apply even if your experience doesn't match every requirement. Join us in reimagining financial services and making them accessible to everyone.