Client-Facing Portfolio Manager

Job summary

The role involves conducting client conversations to understand financial goals and recommending tailored investment solutions. The manager will build long-term client relationships and collaborate with internal teams to provide comprehensive wealth management.

Job details

About Optimize Financial Group 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 at our Toronto headquarters. 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

The role involves conducting client conversations to understand financial goals and recommending tailored investment solutions. The manager will build long-term client relationships and collaborate with internal teams to provide comprehensive wealth management.

Requirements

Candidates must have at least 4 years of financial industry experience and be licensed as a Portfolio Manager with a CIRO-regulated dealer. Required certifications include the CIM designation and/or CFA Level 1.

Listed skills

• Financial planning · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Portfolio Management
• Financial Planning
• Tax Planning
• Estate Planning
• Insurance
• Investment Solutions
• Relationship Management
• Client Communication
• Analytical Rigor
• Wealth Management

Job areas

• Finance & Accounting
• Management & Leadership
• Consulting