Remote Client-Facing Portfolio Manager (Wealth Advisory)

Optimize Financial Group

Toronto

Hybrid

CAD 110,000 - 160,000

Full time

21 hours ago

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Job summary

Optimize Financial Group, a Toronto-based wealth management firm, seeks an experienced Client-Facing Portfolio Manager to join our Portfolio Management and Financial Advisory Team. This is a remote position with Pacific Time hours, serving as a trusted advisor to clients and delivering tailored investment solutions.

The ideal candidate has 4+ years in finance, CIM designation and/or CFA Level 1, and holds a CIRO-regulated dealer license.

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.

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.