Client-Facing Portfolio Manager

Optimize Wealth Management; Toronto; On-site; CAD 120,000; Full time

Job summary

A leading financial services firm in Toronto seeks Portfolio Managers and Financial Advisors to join its growing team. This role offers the opportunity to work within a fast-paced environment, building strong client relationships and providing tailored investment solutions. The ideal candidate will possess relevant financial education, strong sales skills, and a drive to succeed.

Benefits

Annual compensation of $120,000

Work in a dynamic downtown financial company

Qualifications

• 4+ years of work experience in the financial industry.
• Exposure to financial analysis and investment due diligence.
• Strong commitment to becoming a trusted financial advisor.

Responsibilities

• Host client meetings in-person and over-the-phone.
• Understand client needs and present suitable investment solutions.

Skills

Financial Analysis

Investment Due Diligence

Sales Skills

Client Relationship Management

Self-motivation

Goal Orientation

French Language Proficiency

Education

Completion of CIM

CFA Level 1

Portfolio Manager License

Job description

We are actively looking for people to join our Portfolio Management and Financial Advisory Team in our Toronto Head Office. This role requires familiarity with all core aspects of wealth management such as investments, financial planning, tax planning, will and estate planning, and insurance. If you have a financial background and you are good at building client relationships then this is a great opportunity to join our firm and build out your career.

About Optimize Wealth Management

We are a fast growing financial services firm based in Toronto and are rapidly building out our Head Office Team to support our national expansion. We are very entrepreneurial and goal-oriented and are looking for people who are driven, committed, and who are passionate about helping clients.

Your role will entail hosting ongoing client meetings : These ‘in-person’ and ‘over-the-phone’ discussions with our clients will focus on understanding their needs and objectives while in turn presenting them with the right investment solutions for their particular needs.

Must-have :

• Completion of the CIM and / or CFA Level 1
• Licensed as a Portfolio Manager for discretionary or managed accounts with a CIRO regulated investment dealer
• 4 Years of Work Experience within the Financial Industry where you have been exposed to extensive Financial Analysis or Investment Due Diligence
• Excellent In-Person and Over-the-Phone Sales Skills
• Determined and Goals Oriented
• Self-motivated with a strong work ethic and commitment to a career as a trusted Financial Advisor and Portfolio Manager
• Recognition of the value of hard work and investing time to build a successful career
• French language proficiency

What's in it for you?

• Annual compensation is $120,000
• Work in a rapidly growing, dynamic, and high-performing company within the downtown financial district