Client-Facing Portfolio Manager (Remote)

Canada
Remote
Posted Oct 16, 2026
1 position

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Employment type: Full-time
Experience level: Mid-level · 4+ years
Minimum education: Professional degree
Posting language: English
Working hours: 40 hours per week
Seniority: Mid-Senior level
Application method: Direct apply is available

Job summary

Conduct client conversations to understand financial goals and recommend tailored investment solutions aligned with clients’ objectives, risk profiles, and broader financial circumstances. Build long-term client relationships, coordinate with internal teams, and support the firm’s growth through professional, high-quality service.

Job details

About Optimize Wealth Management 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.

What you’ll do

Requirements

Candidates need at least four years of financial industry experience, a Canadian Investment Manager (CIM) designation and/or CFA Level 1, and a Portfolio Manager license for discretionary or managed accounts with a CIRO-regulated investment dealer. Strong communication, interpersonal, and relationship management skills, along with self-direction and accountability, are required; French proficiency is an asset.