Toronto, On Cfa level 1 Jobs – 78 Openings This Week

Portfolio Manager
The Successful Investor —North York, ON
- Full-time
- Hybrid work
- Computer literacy
- Business development
- Bachelor's
- Dental care
Quick apply
Associate Director, Corporate Debt
Fiera Capital —Toronto, ON
- $100,000–$130,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- English
- Research
- Employee stock purchase plan
9d
Regulatory Compliance Specialist
The Successful Investor —North York, ON
- Full-time
- Hybrid work
- English
- Finance
- Bachelor's
- Dental care
Quick apply
Senior Financial Analyst - Financial Modelling and Financing
TCHC —Toronto, ON
- $107,358–$118,094 a year
- Full-time
- Hybrid work
- Finance
- Bachelor's
- Accounting
- Dental care
- Tuition reimbursement
14d
Associate/Sr. Associate, Portfolio Management & Impact Analytics - EN-265
Export Development Canada | Exportation et développement Canada —Toronto, ON
- $74,297–$128,743 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Master's degree
- Accounting
- Relocation assistance
- Dental care
Quick apply
14d
Branch Supervision Specialist – BPIC
BMO Financial Group —Toronto, ON
- $55,500–$120,000 a year
- Full-time
- English
- Microsoft Office
- Finance
- Tuition reimbursement
- Life insurance
Service Associate Operations, Client Transactions and Registered Products
Royal Bank of Canada —Toronto, ON
- Full-time
- Research
- High school diploma or GED
- Analysis skills
8d
Analyst, Investment Services
Letko, Brosseau & Associates —Toronto, ON
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Research
- Profit sharing
- Disability insurance
Relationship Manager - Canada
Wellington Management —Toronto, ON
- $120,000–$225,000 a year
- Full-time
- Business development
- Presentation skills
- Travel
- Commuter benefits
- Disability insurance
Analyst, Credit Underwriting and Portfolio Management - Diversified Industrials
MUFG —Toronto, ON
- Full-time
- Finance
- Master's degree
- Databases
Underwriting & Quality Control Manager
Tao Solutions Inc —Toronto, ON
- $110,000–$145,000 a year
- Full-time
- Hybrid work
- Sales
- Finance
- Business development
- Profit sharing
- Dental care
Quick apply
4d
Associate Investment Analyst
Mackenzie Financial Corporation —Greater Toronto Area, ON
- $80,000–$120,000 a year
- Full-time
- Hybrid work
- Computer science
- Databases
- SQL
- Disability insurance
- Dental care
18h
Canada Investment Banking Associate - Toronto
Morgan Stanley —Toronto, ON
- Full-time
- Master's degree
- Bachelor's
- Business
Analyst, Portfolio Management
BentallGreenOak —Toronto, ON
- $80,000–$115,000 a year
- Hybrid work
- Research
- Business development
- Bachelor's
Quick apply
10d
Fund Accountant
SGGG-FSI —Toronto, ON
- $55,000–$60,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Continuous improvement
- Dental care
- Vision care
Quick apply
Winter 2027 - SAF - Finance Department - Contract Lecturer - Unit 1 - AFF604 and FIN800
Toronto Metropolitan University —Toronto, ON
- $79,644.07–$101,855.82 a year
- Temporary
- Doctoral degree
- Research
- Finance
ETF Analyst
SGGG-FSI —Toronto, ON
- $70,000–$90,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Finance
- Continuous improvement
- Dental care
- Vision care
Quick apply
Investment Analyst (Remote)
Telus Health —Toronto, ON
- $60,000–$75,000 a year
- Full-time
- Remote
- Microsoft Powerpoint
- Microsoft Word
- Finance
Credit Product Specialist
S&P Global —Toronto, ON
- $72,000–$120,000 a year
- Salesforce
- Engineering
- English
- Paid time off
Individual Insurance and Financial Services Sales Representative
Beneva —Mississauga, ON
- $78,874–$112,149 a year
- Full-time
- Hybrid work
- CRM software
- Up to 50% travel
- English
- Work from home
- Life insurance

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cfa level 1 jobs near toronto, on

Portfolio Manager

The Successful Investor
North York, ON

Quick apply

Job details

Full-time

Qualifications

Investment
Branding
Customer relationship building
Customer retention
Computer literacy
Upselling
Complaint handling
Client relationship development
Cross-selling
Business development
CFP
Bachelor's
Team management
Client services
Customer relationship management
Customer service orientation
Computer skills
Client consultation
Chartered Financial Analyst
Communication skills
Client interaction

Full job description

PORTFOLIO MANAGER, Successful Investor Wealth Management Inc.

We are an established wealth management firm with 20+ years’ experience in independent portfolio management with assets under management of $1 billion and growing. Successful Investor Wealth Management (‘SIWM’) is currently seeking a Portfolio Manager who specializes in Client Relationship Management.

We are transforming our business and experiencing significant growth and as a result SIWM is looking for an investment professional with strong relationship management skills who will provide high quality service to clients and contribute to the continued growth of the organization.

With the objective of growing and diversifying the client base, the ideal candidate will have a solid understanding of capital markets and be able to articulate SIWM’s investment process and philosophy. Conducting a thorough assessment of each client’s goals, objectives, and risk tolerance from which an appropriate investment strategy is developed is key to the role. As the organization puts more emphasis on value-added services such as retirement planning, tax and family financial planning, a high level of comfort with these value-added services will be important.

To achieve the above-mentioned goals, the candidate will be the primary point of contact on most portfolios. The selected candidate will have excellent interpersonal skills that will allow quick building of strong bonds of trust with SIWM’s private clientele. The candidate will be self-sustaining, self-sufficient, and proactive but at the same time a team player able to evolve in a collegial environment and foster collaboration.

KEY RESPONSIBILITIES

Develop a relationship of trust with existing and future clients of SIWM and be their primary point of contact.
Manage, maintain, and enhance SIWM’s relationships with its clients.
Thoroughly assess each client’s unique circumstances, goals, objectives, risk tolerances and constraint.
Effectively communicate SIWM’s investment philosophy and strategy as well as understanding and articulating our investment thesis on a sector and individual security basis.
Coordinate and oversee the administrative aspects of the client relationship and ensure high quality and accuracy of information.
Responsible for Know Your Client and suitability issues.
Conduct all activities within a best-in-class culture of compliance and service.
Seek opportunities to cross-sell or upsell to existing clients.
Grow the business by identifying new sales and business development opportunities.
Monitor and assess the activities of our competitors to proactively satisfy and retain our clients.
Provide excellent service to maintain a positive reputation for the business.
Resolve any client complaints promptly and professionally.
Communicate with clients who express a desire to transfer their assets out to understand their reasons and make every effort to retain their valued business.
Participate in and contribute to SIWM’s overall growth and strategic vision as well as building the firm brand.
Accomplish department objectives.
Planning and evaluating department activities.
Manage daily operations of a small customer service team.

REQUIREMENTS (Qualifications, Experience & Skills)

University Degree.
Must be currently registered, or eligible for registration with the Ontario Securities Commissions as a Portfolio Manager (“Advising Representative”); CFA preferred.
Experience with suitability determinations for clients and “know-your-product” analysis.
5 years’ experience with at least 3 years in a client-facing role.
The Certified Financial Planner designation or similar credentials would be an asset.
Ability to build, foster and maintain positive professional relationships.
Devotion to high-quality customer service.
A team player with excellent communication skills, computer proficiency and high level of professionalism.
Be able to meet targets and handle a high-pressure environment.
Strong relationship management skills.
Excellent influencing skills.

This role is hybrid—one day remote and four days required in our office located near Yonge St. and Sheppard Ave. in North York, Toronto. We are seeking a dynamic and adaptable team member who can thrive in a fast-paced work environment to achieve our goals.

Pre-employment work references, credit and criminal background checks are required.

Additional Information

Benefits

After the standard three-month waiting period, successful new hires are eligible to join the Company’s Group Benefits Plan, which provides a range of life, health, and dental benefits, with premiums fully paid by the Company. After this same waiting period, transit commuters will also be eligible to participate in a generous reimbursement program to help subsidize public transportation costs to-and-from the office.

To help foster our culture of appreciation, employees have an opportunity to participate in our company wide program to give and receive rewards and recognition for high performance and service.

Other

This posting is for an existing job vacancy.

Successful Investor Wealth Management does not use artificial intelligence (AI) or automated decision-making systems to screen, assess, or select applicants for employment. All hiring decisions are made through human review of application materials, interviews, and assessments conducted by our recruitment team.

Successful Investor Wealth Management Inc. welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Quick apply

Refine Your Search

cfa level 1 jobs in toronto, on

Portfolio Manager

Associate Director, Corporate Debt

Regulatory Compliance Specialist

Senior Financial Analyst - Financial Modelling and Financing

Associate/Sr. Associate, Portfolio Management & Impact Analytics - EN-265

Branch Supervision Specialist – BPIC

Service Associate Operations, Client Transactions and Registered Products

Analyst, Investment Services

Relationship Manager - Canada

Analyst, Credit Underwriting and Portfolio Management - Diversified Industrials

Underwriting & Quality Control Manager

Associate Investment Analyst

Canada Investment Banking Associate - Toronto

Analyst, Portfolio Management

Fund Accountant

Winter 2027 - SAF - Finance Department - Contract Lecturer - Unit 1 - AFF604 and FIN800

ETF Analyst

Investment Analyst (Remote)

Credit Product Specialist

Individual Insurance and Financial Services Sales Representative

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