Client-First Wealth & Portfolio Advisor

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.

Responsibilities

• Host client meetings to understand financial goals.
• Recommend investment solutions aligned with client objectives.
• Conduct financial analysis and due diligence.

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

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.