Client-Facing Portfolio Manager

Optimize Financial Group; Toronto; On-site; CAD 90,000 - 140,000; Full time

Job summary

A financial services firm in Toronto is seeking a dedicated financial advisor to provide client support and investment solutions. This role involves conducting client meetings, understanding financial goals, recommending tailored investment strategies, and maintaining long-term client relationships. Candidates should possess the CIM designation or CFA Level 1 and have at least 4 years of relevant experience in financial analysis or due diligence. Candidates fluent in French will have an advantage.

Qualifications

• Completion of the CIM designation and/or CFA Level 1 required.
• Licensed as a Portfolio Manager for discretionary accounts with a CIRO-regulated dealer.
• Minimum of 4 years experience in the financial industry.
• Strong interpersonal and sales skills; ability to work well with clients via phone and in person.
• Highly driven to build a long-term career as a trusted financial advisor and portfolio manager.
• French language skills are an asset.

Responsibilities

• Host client meetings to understand financial goals.
• Recommend investment solutions aligned with client objectives.
• Conduct financial analysis and due diligence.
• Build and maintain trusted client relationships as their financial advisor and portfolio manager.
• Collaborate with internal teams to deliver a holistic wealth management service.
• Contribute to firm growth through client service excellence and business development initiatives.

Skills

Interpersonal skills

Sales skills

Financial analysis

Investment due diligence

Goal-oriented

Self-motivated

Education

Canadian Investment Manager (CIM) designation

CFA Level 1

Job description

The opportunity:

Optimize Wealth Management is a fast-growing financial services firm based in Toronto. We are rapidly expanding our Head Office team to support national growth. With an entrepreneurial and goal-oriented culture, we seek driven and committed professionals who are passionate about helping clients achieve their financial objectives.

Key responsibilities:

• Host over-the-phone client meetings to understand their financial goals and needs.
• Present and recommend tailored investment solutions that align with individual client objectives.
• Conduct thorough financial analysis and investment due diligence to support portfolio management decisions.
• Build and maintain trusted relationships with clients as their dedicated financial advisor and portfolio manager.
• Collaborate with internal teams to ensure a holistic approach to client wealth management.
• Contribute to the growth and success of the firm through commitment to client service excellence and business development initiatives.

Qualifications

• Completion of the Canadian Investment Manager (CIM) designation and/or CFA Level 1.
• Licensed as a Portfolio Manager for discretionary or managed accounts with a CIRO-regulated investment dealer.
• Minimum of 4 years of experience in the financial industry with extensive exposure to financial analysis or investment due diligence.
• Excellent interpersonal and sales skills, both in person and via telephone.
• Highly determined, goal-oriented, and self-motivated with a strong work ethic.
• Passionate about building a long-term career as a trusted financial advisor and portfolio manager.
• French language proficiency is an asset.