Join Optimize Financial Group in Toronto as a client-facing Portfolio Manager. Utilize your financial expertise to enhance client relations and deliver tailored wealth management solutions.
As an experienced Portfolio Manager, you will be integral to our Financial Advisory Team at Optimize Financial Group's Toronto headquarters. This role focuses on investment, financial planning, and relationship management, demanding solid analytical skills and dedication to clients. You will work closely with clients, delivering customized portfolio advice while contributing to our team's success.
Key Responsibilities:
• Conduct client conversations to understand financial goals
• Present tailored investment solutions to clients




• Build long-term relationships as a portfolio manager
• Collaborate with internal teams for seamless wealth management
• Enhance firm reputation through exceptional service
Requirements:
• Completion of CIM designation or CFA Level 1
• Licensed Portfolio Manager with CIRO-regulated dealer
• Minimum 4 years of experience in finance
• Excellent communication and relationship skills
• French proficiency is an asset
Leverage your expertise in investments and client relationships to thrive at Optimize Financial Group.
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📌 Portfolio Manager at Optimize Financial Group (Toronto)
🏢 Optimize Financial Group
📍 Toronto