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 strong work ethic Apply investment, planning, and relationship management expertise while guiding Toronto clients through sophisticated wealth management solutions.
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Client-Facing Portfolio Manager Toronto employer: Optimize Financial Group
Join a leading financial services firm in the heart of Toronto, where we prioritise client-first solutions and foster a collaborative work culture. Our commitment to employee growth is evident through ongoing training and mentorship opportunities, ensuring you can advance your career while making a meaningful impact on clients' financial futures. Enjoy competitive benefits, a supportive environment, and the chance to thrive in a vibrant city known for its diverse community and professional networking.
