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.

📌 Portfolio Manager in Financial Advisory (Toronto)
🏢 Optimize Financial Group
📍 Toronto