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 strong communication and relationship management skills
Show confidence, accountability, self-direction, and robust work ethic
Apply investment, planning, and relationship management expertise while guiding Toronto clients through sophisticated wealth management solutions.

#J-18808-Ljbffr

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