Client-Focused Portfolio Manager

Position: Client-Focused Portfolio Manager Role
Elevate client financial success as a Portfolio Manager at Optimize Wealth Management in Toronto. Leverage your expertise to craft personalized investment strategies for clients.

We are expanding our Head Office team and want passionate individuals to bolster our Portfolio Management and Financial Advisory Team. Success in this role rests on a solid foundation of knowledge covering investments, financial planning, estate planning, and insurance. If you excel in building relationships and have a financial background, this dynamic environment is perfect for your career growth.

Key Responsibilities:

• Conduct over-the-phone meetings to understand client needs

• Present customized investment recommendations

• Perform detailed financial analysis and due diligence

• Build and maintain client relationships as a financial advisor

• Work collaboratively with internal teams for client-focused solutions

Requirements:

• Completion of Canadian Investment Manager (CIM) and/or CFA Level 1

• Licensed Portfolio Manager compliant with CIRO regulations

• 4+ years in financial services with analysis experience

• Excellent telephone and interpersonal skills

• Highly motivated with strong determination

Become a trusted advisor as you support clients in meeting their financial objectives at Optimize Wealth Management.
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