French-speaking Portfolio Manager sought for hybrid work, combining personalised portfolio construction with client-focused investment advisory and growth. Advisor Solutions by Purpose supports independent portfolio management and financial advisory businesses across Canada. This client-facing Portfolio Manager works with Harness Investment Management Inc. to provide discretionary investment management services. The position connects portfolio decisions, partner-firm relationships, service, and business growth. Key Responsibilities:
Serve as advisors’ first call for portfolio and client needs Conduct scheduled portfolio reviews and quarterly partner business reviews Build personalised portfolios reflecting individual client needs Coordinate trading, product, service, and sales for opportunities Meet and exceed growth, retention, and KPI targets Requirements:
Hold a CFA or CIM designation Bring three to five years of client-facing experience Experience in portfolio management, investment advisory, or wealth management Communicate fluently in written and verbal French Hold a bachelor’s degree in finance, economics, business, or related field Apply portfolio management, French communication, and relationship-building skills to support Purpose’s growing partner network.
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Portfolio Manager Wealth Management in Winnipeg employer: Purpose Unlimited
At Purpose Unlimited, we pride ourselves on being an exceptional employer that values trust, collaboration, and personal growth. Our supportive work culture encourages continuous learning and development, ensuring that our Portfolio Managers not only meet their professional goals but also contribute meaningfully to client success. Located in a vibrant community, we offer unique opportunities for networking and engagement, making it an ideal place for those looking to make a positive impact in the investment sector.
