Optimize Financial Group invites experienced professionals to apply for the Portfolio Manager role in Toronto. Drive client satisfaction with your wealth management expertise.

This client-facing chance within our Portfolio Management and Financial Advisory Team requires a deep understanding of investments, financial planning, and estate considerations. You will cultivate long-lasting client relationships and provide expert portfolio guidance tailored to individual needs.

Key Responsibilities: • Conduct discussions to identify client financial needs • Offer personalized investment recommendations to clients • Maintain trusted relationships as an effective portfolio advisor • Collaborate across teams for best client outcomes • Contribute to firm growth through outstanding client service

Requirements: • Canadian Investment Manager designation or CFA Level 1 preferred • Licensed Portfolio Manager with relevant credentials • Minimum of 4 years experience in the industry • Strong relationship management and communication expertise • High accountability and confidence in role

Elevate your career at Optimize Financial Group by utilizing your client-focused approach in wealth management. #J-18808-Ljbffr

📌 Expert Portfolio Manager – Wealth Management (Winnipeg)
🏢 Optimize Financial Group
📍 Winnipeg