Client-Facing Portfolio Manager (Remote - Pacific Time Zone)

Job summary

About Optimize Wealth Management Optimize Wealth Management is a premier wealth management firm in Toronto, ON, dedicated to achieving our clients' financial goals. We offer personalized financial solutions covering financial planning, portfolio management, tax preparation, debt management, and estate planning. Our holistic approach focuses on matching clients' financial and life goals with personalized strategies for success. The opportunity: We are actively looking for talented individuals to join our Portfolio Management and Financial Advisory Team. This is a remote position, with working…

Job details

About Optimize Wealth Management Optimize Wealth Management is a premier wealth management firm in Toronto, ON, dedicated to achieving our clients' financial goals. We offer personalized financial solutions covering financial planning, portfolio management, tax preparation, debt management, and estate planning. Our holistic approach focuses on matching clients' financial and life goals with personalized strategies for success. The opportunity: We are actively looking for talented individuals to join our Portfolio Management and Financial Advisory Team. This is a remote position, with working hours aligned to the Pacific Time Zone. 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.

What you’ll do

The role involves hosting client meetings to understand their financial goals and recommending tailored investment solutions. Additionally, the manager will conduct financial analysis and collaborate with internal teams to ensure a holistic approach to client wealth management.

Requirements

Candidates must have the Canadian Investment Manager (CIM) designation and/or CFA Level 1, along with a minimum of 4 years of experience in the financial industry. Strong interpersonal and sales skills are essential, as well as a passion for building a long-term career as a financial advisor.

Listed skills

• Dedicated · Preferred
• Recruitment · Preferred
• analysis · Preferred
• preparation · Preferred
• Interpersonal · Preferred
• Client · Preferred
• Planning · Preferred
• management · Preferred
• Financial planning · Preferred
• Time · Preferred
• Debt management · Preferred
• Financial analysis · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Analysis
• Investment Due Diligence
• Client Relationship Management
• Portfolio Management
• Financial Planning
• Tax Planning
• Estate Planning
• Insurance
• Sales Skills
• Interpersonal Skills
• Business Development
• Goal-Oriented
• Self-Motivated
• CIM
• CFA