Client-Facing Portfolio Manager

The opportunity:

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.

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.