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The Foster Family Office Group is expanding, and this newly created role reflects that. We are hiring an Associate Portfolio Manager who values precision, integrity, and expertise. Someone ready to contribute meaningfully to a collaborative team that values stewardship.

We serve Canadian families who’ve built something—entrepreneurs, professionals, and legacy-minded wealth creators. They trust us to make sure they don’t become un-rich. We’re growing to serve more families who value that kind of steady partnership.

Tell us about a time you solved a complex problem—not just the result, but how you thought through it. What did you see that others missed? How did you know it mattered? What changed because of your approach?

We’re looking for someone who thinks clearly, works collaboratively, and never stops learning.

Experience:

Entry-levelMid-level

Education Required:
  • CFA designation; MBA or Master of Finance an asset.
  • CIRO-licensed or able to obtain licensing in the near term. This role involves executing trades and requires direct interface with the market.
Salary Range:

Not Specified

Position description

Purpose of the Role

In this new full-time role, the purpose is to support the Foster Family Office Group’s growing base of Canadian HNW families by providing high-touch portfolio management and enhancing client relationships. This role adds quantitative rigour and portfolio management best practices to our existing team. It enhances capacity during a period of 20% YOY client onboarding growth.

What You’ll Do:

  • Work closely with the Family Office Group to evaluate investment opportunities across public and private markets
  • Manage CIRO-compliant discretionary portfolios for HNW families.
  • Conduct thoughtful client reviews and deliver tailored reporting.
  • Contribute to due diligence processes, scenario modelling, and capital market insights.

Quantitative & Analytical Contributions:

  • Build financial models in Excel (and/or Python) for capital markets research, portfolio attribution, and scenario analysis.
  • Support the team’s evaluation of alternative investments (private equity, real estate, venture capital) through thoughtful due diligence and data interpretation.
  • Help maintain internal research tools and investment dashboards—your curiosity and comfort with data is crucial here.

Core Responsibilities

  1. Portfolio Management
  • Assist in managing discretionary, CIRO-compliant portfolios for HNW Canadian families.
  • Oversee asset allocation, rebalancing, reducing cash drag and risk management.
  • Implement strategies in line with IPS and family governance frameworks.
  1. Client Relationship Management
  • Serve as relationship manager for 10–15 client families.
  • Assist in preparation for quarterly reviews, assist client meetings, and deliver custom reporting as required.
  • Contribute to business development through PMs and Relationship Managers.
  1. Quantitative & Analytical Contributions
  • Build models (Python/Excel) for capital markets research, attribution, and scenario analysis.
  • Assist with due diligence on alternative investments (PE, RE, VC).
  • Validate investment theses and collaborate with the research team.
  1. Compliance & Reporting
  • Ensure compliance with CIRO and internal policies.
  • Maintain rigorous documentation and family office-aligned audit trails.
Required skills / Experience

What We’re Looking For:

  • CIM® or CFA® designation (we’ll consider candidates with the final exam in sight).
  • An MBA or Master of Finance is a bonus.
  • CIRO-licensed or able to obtain licensing in the near term. This role involves executing trades and requires direct interface with the market.
  • 3+ years of experience in wealth management, private banking, or a family office setting.
  • A track record managing portfolios for high-net-worth individuals or families.
  • A disciplined thinker who can clearly communicate complex ideas.
  • Experience across asset classes—public markets, private equity, real estate, and alternatives.
  • A client-centered approach that reflects empathy, discretion, and professionalism.
  • Strong working knowledge of Excel (advanced skills from spreadsheets to dashboards). Familiarity with Python or other analytical tools is a plus.
Associate Portfolio Manager
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How to Apply

Contact Information

For further information, please contact Candace Brereton in confidence at cbrereton@fostergroup.ca.

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