Location: Ottawa–Gatineau | Work Model: In-person | Travel & community involvement required
Exponent Investment Management is a boutique, discretionary portfolio management and financial-planning firm serving high-net-worth families across Canada.
We built this firm intentionally — as the opposite of the large financial institutions many of us came from.
Everyone here is a bank refugee — the investment professionals, the operations team, and most importantly, the clients.
They came for deeper relationships, thoughtful portfolios, less bureaucracy, and more accountability. We operate in what we call our Commoditization-Free Zone — where advice is personal, portfolios are intentional, and responsibility actually means something.
We’re hiring an Associate Advisor / Associate Portfolio Manager to work directly alongside a Senior Portfolio Manager who is actively transferring knowledge to the next generation of investment counsellors.
This is a hands-on apprenticeship inside a real discretionary practice. You will be in client meetings, portfolio decisions, planning discussions, and the details — learning how a boutique firm attracts, serves, and retains high-net-worth clients the right way.
This role is not for everyone.
It involves hard work, travel, after-hours community involvement, constant learning, and occasionally solving problems you didn’t know existed at 9:00 a.m. If you’re looking for comfortable, this isn’t it. If you’re looking to become exceptional, it might be exactly right.
You take ownership of outcomes — you don’t wait to be told, you don’t pass the buck, and you measure success by the results you deliver for clients.
If you want to climb a corporate ladder, stay at the bank. If you want to drive results and make a difference, let’s talk.
Please send your résumé and a short cover letter explaining why Exponent — and why now. Applications are treated confidentially. Please send to: [email protected] .