Join Optimize Financial Group as a Client-Facing Portfolio Manager in Toronto, offering personalized wealth management solutions. Leverage your financial expertise to build trust and serve clients effectively. This role demands an experienced qualified who excels in client relations within our Portfolio Management and Financial Advisory Team.

Your background in investments, financial planning, tax planning, and estate planning will be vital as you provide tailored guidance and solutions. Effective communication and relationship management are key, as you will serve as a trusted advisor. Key Responsibilities:

- Conduct meaningful conversations to determine client financial goals
- Recommend tailored investment solutions based on client profiles




- Build long-term relationships as a dedicated financial representative
- Collaborate with teams to enhance client wealth management
- Uphold the firm's reputation through exceptional service

Requirements:

- Completion of CIM designation and/or CFA Level 1
- Licensed Portfolio Manager with CIRO-regulated investment dealer
- Minimum 4 years of financial industry experience
- Strong interpersonal and relationship management skills
- Confident and accountable with a strong work ethic

Embrace a rewarding role where your client focus and technical skills can thrive at Optimize Financial Group.

📌 Client-Facing Portfolio Manager Toronto
🏢 Optimize Financial Group
📍 Toronto