Client-Facing Portfolio Manager - Toronto - Optimize Financial Group

    Optimize Financial Group
    Optimize Financial Group Toronto

    1 week ago

    Full time
    Description

    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.

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