Careers

We are seeking a Portfolio Manager to lead client relationships and manage discretionary investment portfolios with a disciplined, evidence-based approach. This role is ideal for experienced professionals who combine institutional investment capabilities with a commitment to personal, longevity-oriented wealth planning. You’ll have the autonomy to build and grow your practice within a collaborative, values-driven firm.

• Serve as lead advisor and discretionary manager for a book of high-net-worth and family office clients.
• Develop and implement customized investment strategies grounded in risk management and long-term allocation principles.
• Conduct portfolio reviews and proactively communicate with clients.
• Collaborate with our internal planning team and external professionals (e.g. lawyers, accountants) to deliver comprehensive wealth solutions.
• Participate in the investment committee and contribute to model development, manager due diligence, and tactical positioning.
• Mentor junior team members and contribute to the firm’s growth and leadership.
• Ensure all activity is conducted in full compliance with regulatory requirements.

• Registered as an Advising Representative (AR) in good standing with a Canadian securities regulator (OSC preferred).
• CFA charterholder or CIM® designation.
• Minimum 5 years of experience managing discretionary portfolios and client relationships.
• Strong understanding of capital markets, financial planning, and investment research.
• Exceptional relationship management and client communication skills.
• Demonstrated ability to act as a fiduciary and manage complex, multi-generational wealth.

As an Associate Portfolio Manager at Seven Hills, you will support senior Portfolio Managers in managing client relationships, analyzing investment portfolios, and executing trades. You’ll contribute to the development and implementation of evidence-based strategies while delivering exceptional service to high-net-worth and cross-border clients. This role is ideal for a licensed professional eager to grow within a collaborative, client-centric, and process-driven environment.

• Assist in managing discretionary investment portfolios across multi-asset strategies.
• Conduct investment research and support ongoing model maintenance and trading.
• Prepare portfolio reviews, performance reporting, and client presentation materials.
• Act as a secondary point of contact for clients, addressing account and service needs.
• Collaborate with financial planners, analysts, and compliance to support client outcomes.
• Contribute to the investment committee’s research and tactical review process.
• Support business development efforts and onboarding of new clients.

• Licensed or working toward licensing as an Associate Advising Representative (AAR)
• CFA Level I or higher, CIM®, or similar industry designation preferred.
• Strong investment acumen and interest in evidence-based strategies.
• Excellent analytical, communication, and interpersonal skills.
• Experience with portfolio management platforms and CRM systems is an asset.
• Committed to a culture of integrity, humility, and continuous learning.

As a Financial Planner at Seven Hills, you will work closely with our clients and advisory team to design and deliver integrated, longevity-focused financial plans. This role is central to our value proposition and requires deep technical expertise, strong communication skills, and a client-first mindset. You will help clients make confident, informed decisions across their financial lives - investments, retirement, estate, tax, insurance, and legacy.

• Prepare and present comprehensive financial plans, incorporating retirement, estate, tax, and risk strategies.
• Collaborate with Portfolio Managers and clients to align investment strategies with financial goals.
• Identify planning opportunities and recommend strategies to optimize outcomes.
• Support high-net-worth and cross-border clients with advanced planning needs.
• Liaise with accountants, lawyers, and external professionals to ensure seamless coordination.
• Maintain client records, follow-ups, and compliance documentation.
• Contribute to internal education, content, and process improvements related to planning.

• Certified Financial Planner (CFP®) designation required.
• Minimum 3–5 years of experience in financial planning with a focus on high-net-worth clients.
• Strong understanding of Canadian tax, estate, retirement, and insurance planning; cross-border knowledge an asset.
• Detail-oriented with strong analytical and problem-solving abilities.
• Exceptional interpersonal and communication skills.
• Committed to putting clients first, with a high degree of professional integrity.

The Rotational Intern is a cross-functional role designed for an intellectually curious, detail-oriented individual who wants broad exposure to the inner workings of a modern, evidence-based investment firm. As an intern at Seven Hills, you’ll contribute meaningfully across investment research, client service, financial planning support, marketing, and operations. This role is ideal for someone pursuing a career in wealth management or financial services and looking to gain hands-on experience within a high-integrity, growth-focused team.

• Support investment research initiatives, including data analysis, reporting, and market commentary prep.
• Assist with financial planning tasks such as information gathering, plan building, and client file prep.
• Contribute to marketing, branding, and content development projects (e.g. newsletters, presentations, social media).
• Help with administrative and operational duties, including CRM management, account paperwork, and compliance support.
• Attend team meetings and investment committee discussions to observe and contribute where appropriate.
• Pitch in on anything else - we value versatility, humility, and initiative.

• Currently enrolled in or recently completed a post-secondary program in business, finance, economics, or a related field.
• Strong analytical, organizational, and communication skills.
• Proficient in Excel and comfortable working with data; experience with financial tools or platforms is an asset.
• A clear interest in evidence-based investing, financial planning, and behavioral finance.
• Willingness to learn, take initiative, and work both independently and collaboratively.
• Alignment with the values of humility, intellectual honesty, and client-first thinking.