Full-time jobs in Richmond Hill, Ontario

Find full-time jobs in Richmond Hill, Ontario and nearby towns within 25 km. Read the full details and apply.

Newest first

Within 25 km of Richmond Hill

Added 16 days ago
Social Media & Partnerships Coordinator - 12-Month Contractor (Beauty Industry)
Vasanti Cosmetics
Toronto, ON
Added 16 days ago
SC
Human Resources Administrator, Volunteer Coordination
Scarborough Centre for Healthy Communities (SCHC)
Toronto, ON
- $50,000 to $60,000 CAD / year
Added 16 days ago
Production Associate - Garment Sorter - 2nd Shift - Temporary
Cintas Canada
Toronto, ON
Added 16 days ago
Office Administrator & Receptionist
BBA Consultants
Concord, ON
Added 16 days ago
Business Development Manager
Ravyx CA
Markham, ON
Added 16 days ago
Bilingual Credit Analyst (English/French)
White Cap Canada
Vaughan, ON
Added 16 days ago
Sales and Rental Associate
Long & McQuade Musical Instruments
Richmond Hill, ON
Added 16 days ago
Program Office Coordinator (Markham, ON) - Onsite
Sentrex Health Solutions
Markham, ON
Added 16 days ago
Customer Service Representative (CSR)
Paymentus Group Inc
Richmond Hill, ON
Added 16 days ago
Child & Youth Counsellor- Inpatient Units (Multiple Positions)
YOUTHDALE TREATMENT CENTRES
Toronto, ON
Added 16 days ago
Controller, Financial Operations – Costing and Special Project
TC Transcontinental
Aurora, ON
Added 16 days ago
RH
Licensed 310T Truck & Coach Technician
RUSS HADICK & ASSOCIATES INC
Vaughan, ON
- $43 to $48 CAD / hour
Added 16 days ago
RH
Licensed 310T Truck & Coach Technician
RUSS HADICK & ASSOCIATES INC
Newmarket, ON
- $43 to $48 CAD / hour
Added 16 days ago
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Toronto, ON
Added 16 days ago
Credit Risk Analyst (Debtor Credit)
REV Capital
Vaughan, ON
Added 16 days ago
FOX Clothing - District Visual Merchandising Manager
Fox Group Canada Inc.
Toronto, ON
Added 16 days ago
Lead Professional, Project Controls
WSP
Toronto, ON
Added 16 days ago
Guest Service Expert - MClub
Marriott
Markham, ON
Added 16 days ago
Portfolio Manager-OSC, Managed Accounts , new firm
Torontocompliance
Richmond Hill, ON
Added 16 days ago
B2B SaaS SDR (Sales Development Representative) at Growing Startup
Hellohire | Home Care's Fastest Hiring Platform
Toronto, ON
Added 16 days ago
SENIOR CLIENT PARTNER II
BDC
Vaughan, ON
Added 16 days ago
ASSOCIATE SCIENTIST I - AGS
DiaSorin
Toronto, ON
Added 16 days ago
Jr Manufacturing Engineer
Magna International
Toronto, ON
Added 16 days ago
CNC Optical Technician (Afternoon Shift) 1
L3Harris Technologies
Toronto, ON
Added 16 days ago
Operational Risk & Controls Manager
Alterna Savings
Toronto, ON

Torontocompliance

Portfolio Manager-OSC, Managed Accounts , new firm

Richmond Hill, ON, Canada

Full-time

Within 25 km of Richmond Hill · About 3.5 km from the city centre

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Job details

Job type: Full-time
Apply by: Nov 13, 2026
Posted: Oct 14, 2026

Original job description

PORTFOLIO MANAGER

Company Description

A globally focused (Hong Kong, Singapore, China ) lean, Canadian Firm still seeking OSC registration/approval for the firm as a Portfolio Manager and Exempt Market Dealer firm. We are looking for a qualified and previously OSC registered person to act as PM and Advising Representative. The firm will deal exclusively with very high net worth clients. Cantonese speaking candidate would be a preferred if possible, however, not mandatory.

Role Description The Portfolio Manager – OSC, Managed Accounts role would evolve to a full-time position based in Richmond Hill, ON, with a hybrid work arrangement that allows for some work-from-home flexibility. The individual in this role will manage discretionary managed accounts, oversee investment portfolios, and execute trading strategies in accordance with firm policies and OSC requirements. Day-to-day responsibilities include monitoring portfolio performance, rebalancing accounts, conducting investment research, and ensuring that client portfolios align with their risk profiles and investment objectives. The Portfolio Manager will also prepare portfolio reports, communicate with clients and internal stakeholders regarding investment recommendations, and collaborate with compliance and finance teams to ensure adherence to regulatory standards. This role requires proactive management of market and regulatory developments and contribution to the enhancement of investment processes and risk controls.

Qualifications

Strong analytical skills, including the ability to interpret financial data, assess risk, and make evidence-based investment decisions.
Solid foundation in finance, including understanding of capital markets, financial instruments, and portfolio construction principles.
Demonstrated experience in portfolio management for managed accounts, including asset allocation, rebalancing, and performance monitoring.
Knowledge of investments and trading, including execution across asset classes, best execution practices, and trade oversight.
Familiarity with OSC and CIRO regulatory frameworks and compliance expectations for portfolio managers and wealth firms.
Professional designation such as CFA, CIM, or equivalent, or progress toward such designations, is strongly preferred.
Bachelor’s degree in finance, economics, business, or a related discipline; advanced education is an asset.
Excellent communication and interpersonal skills, with the ability to explain complex investment concepts clearly to diverse stakeholders.
High level of integrity, sound judgment, and commitment to ethical, client-centric portfolio management.
Ability to work effectively in a hybrid environment, managing priorities independently while collaborating with cross-functional teams.
Fluent in Cantonese an asset, however not necessary.

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More about this job

Responsibilities

Manage discretionary client accounts by monitoring performance, rebalancing portfolios, conducting investment research, and executing trading strategies aligned with client objectives and risk profiles. Prepare portfolio reports, communicate investment recommendations, monitor market and regulatory developments, and collaborate with compliance and finance teams to maintain regulatory standards and improve investment processes and risk controls.

Requirements

The role seeks a previously OSC-registered Portfolio Manager and Advising Representative with demonstrated managed-account portfolio management experience and familiarity with OSC and CIRO requirements. A relevant bachelor's degree and a CFA, CIM, equivalent designation, or progress toward one are preferred; strong analytical, communication, ethical judgment, and client-service skills are also expected.

Skills

Portfolio Management
Discretionary Managed Accounts
Asset Allocation
Portfolio Rebalancing
Performance Monitoring
Investment Research
Trading Execution
Best Execution
Risk Assessment
Portfolio Construction
Capital Markets
Financial Analysis
OSC Regulatory Compliance
CIRO Regulatory Compliance
Client Communication
Risk Controls

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Manager
Advising Representative
OSC Registration
Exempt Market Dealer
CIRO
Managed Accounts
Discretionary Portfolio Management
High-Net-Worth Clients
Asset Allocation
Portfolio Construction
Portfolio Rebalancing
Performance Monitoring
Investment Research
Trading Strategies
Trade Oversight
Best Execution
Capital Markets
Financial Instruments
Risk Assessment
Risk Profiles
Investment Objectives
Portfolio Reporting
Regulatory Compliance
Investment Processes
Risk Controls
CFA
CIM
Cantonese

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