Client-Facing Portfolio Manager

Optimize Financial Group - 3 emplois

Toronto, ON

Posté aujourd'hui

Détails de l'emploi :

Temps plein

Gestion

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.

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Foire aux questions

What is the role and primary focus of the Client-Facing Portfolio Manager at Optimize Financial Group?

The role is a client-facing Portfolio Manager at Optimize Financial Group in Toronto, focusing on providing tailored investment solutions, wealth management, and maintaining long-term client relationships.

What qualifications are required for this Portfolio Manager position?

Candidates should have the CIM designation and/or CFA Level 1, be licensed as a Portfolio Manager for discretionary or managed accounts with a CIRO-regulated investment dealer, and have a minimum of 4 years in the financial industry.

What responsibilities will I have in this role?

You will conduct client conversations to understand goals, present tailored investment solutions, build long-term relationships, collaborate with internal teams, and contribute to the firm’s growth through exceptional service.

Where is this job located and what is the work setup?

This position is based at the Toronto headquarters in Toronto, ON, and involves client-facing work as part of a full-time role.

Is bilingual or French language proficiency important for this role?

French language proficiency is listed as an asset, suggesting it can be beneficial but is not required.

What kind of experience is preferred for this role?

The role seeks an experienced financial professional with strong technical knowledge across investments, financial planning, tax planning, estate planning, and insurance, plus strong communication and relationship management skills.