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Client-First Wealth & Portfolio Advisor

Job in Toronto, Ontario, C6A, Canada
Listing for: Optimize Financial Group
Full Time position
Listed on 2026-09-29
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 90000 - 140000 CAD Yearly CAD 90000.00 140000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Toronto is seeking a dedicated financial advisor to provide client support and investment solutions. This role involves conducting client meetings, understanding financial goals, recommending tailored investment strategies, and maintaining long-term client relationships. Candidates should possess the CIM designation or CFA Level 1 and have at least 4 years of relevant experience in financial analysis or due diligence.

Candidates fluent in French will have an advantage.
We have an opening for a Client-First Wealth & Portfolio Advisor in Toronto, ON, Canada within Finance. If your experience matches this role, we encourage you to apply. All applications are reviewed carefully by our team. The position is based in Toronto, ON, Canada. This opportunity is part of our work in Finance. The advertised compensation is 90..
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