Client-Facing Portfolio Manager
About the role
About Optimize Wealth Management: Optimize Wealth Management is a fast-growing financial services firm based in Toronto. We are rapidly expanding our Head Office team to support national growth. With an entrepreneurial and goal-oriented culture, we seek driven and committed professionals who are passionate about helping clients achieve their financial objectives.
The opportunity: We are actively looking for talented individuals to join our Portfolio Management and Financial Advisory Team at our Toronto headquarters. This role requires comprehensive knowledge across core wealth management areas, including investments, financial planning, tax planning, estate planning, and insurance. If you have a financial background and excel at building strong client relationships, this opportunity allows you to advance your career in a dynamic environment.
Key responsibilities: Host over-the-phone client meetings to understand their financial goals and needs. Present and recommend tailored investment solutions that align with individual client objectives. Conduct thorough financial analysis and investment due diligence to support portfolio management decisions. Build and maintain trusted relationships with clients as their dedicated financial advisor and portfolio manager. Collaborate with internal teams to ensure a holistic approach to client wealth management. Contribute to the growth and success of the firm through commitment to client service excellence and business development initiatives.
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 with extensive exposure to financial analysis or investment due diligence. Excellent interpersonal and sales skills, both in person and via telephone. Highly determined, goal-oriented, and self-motivated with a strong work ethic. Passionate about building a long-term career as a trusted financial advisor and portfolio manager. 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.
Not the right fit? Search for Client jobs in Toronto, Ontario, Canada
About Optimize Financial Group
At Optimize, we believe in creating wealth with intention. We offer a full suite of family office services, including financial planning, wills and estate planning, tax strategies, mortgages, loans, and insurance solutions, all designed to support every part of your financial life.
What sets our investment approach apart is its institutional strength. We focus on solid public companies with strong fundamentals, apply dynamic asset allocation that adapts to market shifts, and incorporate pension-style strategies that protect against downside risk while building lasting wealth.
Our holistic approach balances both protection and growth to give you the clarity and confidence to shape your financial future.
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Client-Facing Portfolio Manager
About the role
About Optimize Wealth Management: Optimize Wealth Management is a fast-growing financial services firm based in Toronto. We are rapidly expanding our Head Office team to support national growth. With an entrepreneurial and goal-oriented culture, we seek driven and committed professionals who are passionate about helping clients achieve their financial objectives.
The opportunity: We are actively looking for talented individuals to join our Portfolio Management and Financial Advisory Team at our Toronto headquarters. This role requires comprehensive knowledge across core wealth management areas, including investments, financial planning, tax planning, estate planning, and insurance. If you have a financial background and excel at building strong client relationships, this opportunity allows you to advance your career in a dynamic environment.
Key responsibilities: Host over-the-phone client meetings to understand their financial goals and needs. Present and recommend tailored investment solutions that align with individual client objectives. Conduct thorough financial analysis and investment due diligence to support portfolio management decisions. Build and maintain trusted relationships with clients as their dedicated financial advisor and portfolio manager. Collaborate with internal teams to ensure a holistic approach to client wealth management. Contribute to the growth and success of the firm through commitment to client service excellence and business development initiatives.
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 with extensive exposure to financial analysis or investment due diligence. Excellent interpersonal and sales skills, both in person and via telephone. Highly determined, goal-oriented, and self-motivated with a strong work ethic. Passionate about building a long-term career as a trusted financial advisor and portfolio manager. 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.
Not the right fit? Search for Client jobs in Toronto, Ontario, Canada
About Optimize Financial Group
At Optimize, we believe in creating wealth with intention. We offer a full suite of family office services, including financial planning, wills and estate planning, tax strategies, mortgages, loans, and insurance solutions, all designed to support every part of your financial life.
What sets our investment approach apart is its institutional strength. We focus on solid public companies with strong fundamentals, apply dynamic asset allocation that adapts to market shifts, and incorporate pension-style strategies that protect against downside risk while building lasting wealth.
Our holistic approach balances both protection and growth to give you the clarity and confidence to shape your financial future.