Client-Facing Portfolio Manager (Remote)

Optimize Financial Group; Toronto; Hybrid; CAD 90,000 - 150,000; Full time

Job summary

Optimize Financial Group in Toronto, Canada, is seeking an experienced Client-Facing Portfolio Manager to join the Portfolio Management and Financial Advisory Team. This remote role aligns with Pacific Time, serving high-net-worth clients with tailored investment solutions and comprehensive financial planning.

You will manage discretionary or managed accounts, build enduring client relationships, and collaborate with internal teams to deliver cohesive wealth management.

Qualifications

• CIM designation or CFA Level I is required.
• 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.
• Excellent communication, interpersonal and relationship-management skills.

Responsibilities

• Conduct meaningful client conversations by phone to understand financial goals and needs.
• Present and recommend tailored investment solutions aligned with objectives and risk profile.
• Build and maintain long-term client relationships as a dedicated financial representative and portfolio manager.
• Collaborate with internal teams to deliver a seamless wealth-management experience.
• Contribute to the growth and reputation of the firm through exceptional client service and expertise.

Skills

Strong communication and relationship

Client-facing

Analytical rigor

Account management

Education

CIM designation

CFA Level I

Job description

Optimize Financial Group is a Toronto-based financial services firm supporting the evolving financial needs of clients through a personalized, disciplined, and relationship-driven approach to wealth management. As we continue to grow our Head Office team, we are seeking accomplished professionals who bring client trust, analytical rigor, and a strong commitment to long-term client relationships.

The opportunity

We are seeking an experienced Client-Facing Portfolio Manager to join our Portfolio Management and Financial Advisory Team. This is a remote position, with working hours aligned to the Pacific Time Zone. This is a client-facing role for an accomplished professional with strong technical knowledge across investments, financial planning, tax planning, estate planning, and insurance. The successful candidate will serve as a trusted representative to clients, providing thoughtful portfolio guidance and sophisticated wealth management solutions tailored to individual needs.

This opportunity is well suited to an experienced financial professional who is looking to join a dynamic and growing firm where they can continue to build their career, deepen client relationships, and contribute meaningfully to a high-performance team.

Key responsibilities

• Conduct meaningful client conversations by phone to understand financial goals, priorities, and evolving needs.
• Present and recommend tailored investment solutions aligned with each client’s objectives, risk profile, and broader financial picture.
• Build and maintain trusted long-term relationships as a dedicated financial representative and portfolio manager.
• Collaborate with internal teams to deliver a seamless and coordinated wealth management experience.
• Contribute to the continued growth and reputation of the firm through exceptional client service, professionalism, and expertise.

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.
• Strong communication, interpersonal, and relationship management skills.
• Confident, self-directed, and highly accountable with a strong work ethic.
• French language proficiency is an asset.

Use of Artificial Intelligence in Recruitment

As part of our recruitment and selection process, we may use technology-enabled tools, including artificial intelligence (AI), to assist with certain aspects of candidate screening, assessment, scheduling, and application review. All hiring decisions are ultimately made by qualified individuals and are based on job-related criteria, qualifications, and business requirements.