Client-Facing Portfolio Manager (Bilingual – French & English)

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

Job summary

A growing financial services firm in downtown Toronto is seeking a Portfolio Manager to join their team. This role involves managing client expectations, conducting financial and investment analysis, and providing tailored investment solutions. Candidates should possess strong sales skills and relevant financial qualifications, including CIM or CFA Level 1.

Benefits

Dynamic and high-performing work environment

Competitive annual compensation of $120,000

Qualifications

• 4+ years of work experience within the financial industry.
• Proficient in French, both spoken and written.
• Self-motivated with strong work ethic.

Responsibilities

• Host ongoing client meetings to understand their needs.
• Present appropriate investment solutions.

Skills

Client Relationship Management

Financial Analysis

Bilingual (English and French)

Sales Skills

Education

CIM or CFA Level 1

Licensed Portfolio Manager

Job description

1 week ago Be among the first 25 applicants

Optimize Financial Group provided pay range

This range is provided by Optimize Financial Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

CA$120,000.00 / yr - CA$120,000.00 / yr

Direct message the job poster from Optimize Financial Group

President and CEO at Optimize Wealth Management

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 :

• Fully proficient in French – both spoken and written – to effectively support our French-speaking clients.
• 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 in both English and French
• Determined and Goals Oriented
• Self-motivated with a strong work ethic and commitment to a career as a trusted Financial Advisor and Portfolio Manager

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

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Finance

Financial Services, Investment Management, and Investment Advice

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