Optimize Financial Group is seeking a Portfolio Manager in Toronto to provide client-centric wealth management. Utilize your analytical skills to deliver exceptional financial solutions.

As a key player in our Portfolio Management and Financial Advisory Team, you will engage with clients directly, understand their financial objectives, and offer bespoke investment strategies. Your ability to foster long-term relationships and collaborate with internal teams will be essential to delivering coordinated financial services.

Key Responsibilities:
• Engage clients to understand their financial goals and priorities
• Present investment solutions aligned with client risk profiles
• Maintain trusted relationships as a dedicated portfolio manager




• Work with internal teams to ensure a seamless client experience
• Enhance the firm’s reputation through professionalism

Requirements:
• Completion of Canadian Investment Manager designation or CFA Level 1
• Licensed as a Portfolio Manager with an investment dealer
• At least 4 years of experience in finance
• Excellent communication and relationship skills
• Robust self-direction and accountability

Join Optimize Financial Group and make a meaningful impact in wealth management.
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📌 Portfolio Manager in Financial Advisory (Ontario)
🏢 Optimize Financial Group
📍 Ontario