Remote Portfolio Manager expertise meets personalized wealth management at Optimize Financial Group, with client conversations aligned to Pacific Time Zone hours.
Optimize Financial Group seeks an experienced Client-Facing Portfolio Manager for its Portfolio Management and Financial Advisory Team. This skilled will apply investment, financial planning, tax planning, estate planning, and insurance knowledge. The position provides tailored portfolio guidance and wealth management solutions for individual client needs.
Key Responsibilities: Conduct phone conversations about financial goals, priorities, and evolving needs
Recommend investment solutions aligned with objectives and risk profiles
Build trusted long-term client relationships as financial representative




Collaborate with internal teams on coordinated wealth management
Support firm growth through exceptional service and expertise
Requirements: Complete Canadian Investment Manager designation and/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
Work confidently, independently, accountably, and professionally
Apply portfolio management, financial planning, and relationship skills while serving Optimize Financial Group clients remotely across Pacific hours.

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