Use investment and financial planning expertise as a Client-Facing Portfolio Manager at Optimize Financial Group’s Toronto headquarters. Build trusted relationships through thoughtful wealth management guidance.

This experienced Portfolio Manager serves clients through personalized, disciplined wealth management. The work combines investment solutions, financial planning, tax planning, estate planning, and insurance knowledge. You will represent clients’ broader financial interests while collaborating with internal teams to coordinate their experience.

Key Responsibilities:

- Conduct meaningful phone conversations about clients’ goals and evolving needs
- Recommend investment solutions aligned with objectives and risk profiles
- Maintain trusted long-term client relationships as financial representative




- Collaborate internally to deliver coordinated wealth management experiences
- Support firm growth through exceptional service and expertise

Requirements:

- Complete the Canadian Investment Manager designation or CFA Level 1
- Hold Portfolio Manager licensing with a CIRO-regulated investment dealer
- Bring at least four years of financial industry experience
- Demonstrate solid communication and relationship management skills
- Show confidence, accountability, self-direction, and strong work ethic

Apply investment, planning, and relationship management expertise while guiding Toronto clients through sophisticated wealth management solutions.

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