Remote Client Facing Portfolio Manager Wealth Advisory Ontario

Remote Client Facing Portfolio Manager Wealth Advisory Ontario

13 Oct
|
Optimize Financial Group
|
Ontario

13 Oct

Optimize Financial Group

Ontario

Optimize Financial Group, a Toronto-based wealth management firm, seeks an experienced Client-Facing Portfolio Manager to join our Portfolio Management and Financial Advisory Team. This is a remote position with Pacific Time hours, serving as a trusted advisor to clients and delivering tailored investment solutions.
The ideal candidate has 4+ years in finance, CIM designation and/or CFA Level 1, and holds a CIRO-regulated dealer license.
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📌 Remote Client Facing Portfolio Manager Wealth Advisory Ontario
🏢 Optimize Financial Group
📍 Ontario

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