Careers

Job offer

Portfolio Manager

For a position in our Québec City office.

At the intersection of our Research and Investment team and our Private Wealth clients, the Portfolio Manager sits at the very heart of our business model.

Your role will be of primary importance: helping our clients build customized investment portfolios that will enable them to achieve their financial goals with confidence, across all market cycles — what we call financial peace of mind.

Rare in the industry, this role is entirely dedicated to portfolio management — with no prospecting and no distractions. Supported by a dedicated team, you will have the space to build meaningful relationships with clients, gain a deep understanding of their objectives, and make a tangible difference in their financial lives. And for those looking to grow further: you will also oversee our Quebec City office, offering a great opportunity to exercise leadership on a daily basis.

COTE 100 Inc. is committed to employment equity and invites all qualified individuals to apply. Please note that only selected candidates will be contacted.

What you will do

  • Provide personalized follow-up with clients
  • Review objectives and adjust investment policies as needed
  • Discuss portfolio composition and financial results of holdings
  • Tailor portfolios to each client’s specific situation
  • Develop financial projections and strategies aligned with clients’ life decisions

Your skills and education

  • At least four years of relevant experience in portfolio management
  • CIM or CFA designation; financial planner designation is an asset
  • Excellent communication skills (spoken and written) in both French and English
  • Strong knowledge of Office applications and AI tools

Your way of being

  • Curiosity, integrity, and rigor in your daily work
  • Strong organizational and planning skills
  • Commitment to high-quality client service
  • Team spirit and long-term vision

Apply

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