Transition Portfolio Manager

Who We Are

Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer with over 10 billion in assets. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth, our core values start with the belief that great people make great companies. Our head office is in downtown Vancouver with over 43 branches across Canada.

Career Opportunity

We are seeking a Transition Portfolio Manager to join our Toronto location. This role represents a unique and exciting opportunity for the successful candidate to join a team that invests across a broad global mix of private market products including private equity, real estate, private credit and infrastructure. The Harbourfront Portfolio Management team employs a holistic approach to its alpha-generating strategies, applying both quantitative and fundamental techniques.

You Will Be Responsible For

• Meet with high-net-worth clients to understand their financial goals and objectives, while introducing them to Harbourfront’s full range of wealth management solutions.
• Serve as a subject matter expert on Harbourfront’s products and services, supporting both clients and advisors with expert insights.
• Deliver thoughtful market commentary to help clients interpret portfolio performance in the context of broader economic trends.
• Provide on-demand support to advisors, helping them navigate our product offerings and deliver high-quality service to their clients.
• Conduct product-level analysis within the context of current market conditions, offering clear and actionable insights.
• Collaborate with the Office of the CIO on strategic initiatives and special projects.
  
  

The Ideal Candidate For This Position Has

• Completion of the CIM and/or CFA Level 1
• Licensed as a Portfolio Manager authorized to manage discretionary accounts with a CIRO-regulated investment dealer.
• Minimum of 4 years of experience in the financial industry, with a focus on financial analysis or investment due diligence.
• Proven experience working directly with clients in an advisory or relationship management capacity.
• Strong interpersonal and sales skills, both in person and over the phone.
• Undergraduate degree in Finance, Economics, Business, or a related field.
• Highly self-motivated with a strong work ethic and a long-term commitment to building a career as a financial professional and portfolio manager.
  
  

Diversity And Inclusion

Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.