Client-Facing Portfolio Manager Toronto
Optimize Financial Group
Use investment and financial planning expertise as a Client-Facing Portfolio Manager at Optimize Financial Group’s Toronto headquarters. Build trusted relationships through thoughtful wealth management guidance.This experienced Portfolio Manager serves clients through personalized, disciplined wealth management. The work combines investment solutions, financial planning, tax planning, estate planning, and insurance knowledge. You will represent clients’ broader financial interests while collaborating with internal teams to coordinate their experience.Key Responsibilities:
Conduct meaningful phone conversations about clients’ goals and evolving needsRecommend investment solutions aligned with objectives and risk profilesMaintain trusted long-term client relationships as financial representativeCollaborate internally to deliver coordinated wealth management experiencesSupport firm growth through exceptional service and expertiseRequirements:
Complete the Canadian Investment Manager designation or CFA Level 1Hold Portfolio Manager licensing with a CIRO-regulated investment dealerBring at least four years of financial industry experienceDemonstrate strong communication and relationship management skillsShow confidence, accountability, self-direction, and strong work ethicApply investment, planning, and relationship management expertise while guiding Toronto clients through sophisticated wealth management solutions.
#J-18808-Ljbffr
Conduct meaningful phone conversations about clients’ goals and evolving needsRecommend investment solutions aligned with objectives and risk profilesMaintain trusted long-term client relationships as financial representativeCollaborate internally to deliver coordinated wealth management experiencesSupport firm growth through exceptional service and expertiseRequirements:
Complete the Canadian Investment Manager designation or CFA Level 1Hold Portfolio Manager licensing with a CIRO-regulated investment dealerBring at least four years of financial industry experienceDemonstrate strong communication and relationship management skillsShow confidence, accountability, self-direction, and strong work ethicApply investment, planning, and relationship management expertise while guiding Toronto clients through sophisticated wealth management solutions.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Client-Facing Portfolio Manager Toronto in Winnipeg, MB vacancy
$150k - $200k per year
...Staffmax is seeking an experienced Managing Director to oversee the operations and performance of a portfolio of privately held companies... ...in Winnipeg, the Greater Toronto Area, Saskatchewan, and other... ...performance, make difficult decisions, manage people at all levels of an...SuggestedPermanent employment1 day per week- ...FCC is seeking a Manager, Credit Portfolio Management to lead a team responsible for identifying, measuring, monitoring and reporting on the health, performance and risks of FCC’s lending portfolio. You’ll provide insights, data and analytics to senior leaders and committees...Suggested
$50.64k - $101.28k per year
Job Responsibility: ROLE AND RESPONSIBILITIES The Client Manager is responsible for developing and expanding the company's customers. With his consultative approach and his great listening skills, he knows how to offer business solutions and personalized service programs....Suggested- ...with us Are you driven by operational excellence and committed to delivering high-quality service? As a Group Retirement Client Relationship Manager (CRM) you will be responsible for the plan sponsor experience, retention, and relationship building. You will represent iA...SuggestedWork at office
- Remote Portfolio Manager expertise meets personalized wealth management at Optimize Financial Group, with client conversations aligned to Pacific Time Zone hours.Optimize Financial Group seeks an experienced Client-Facing Portfolio Manager for its Portfolio Management and Financial...SuggestedLong term contractRemote work
Optimize Financial Group
Winnipeg, MB1 hour ago $53.9k - $89.8k per year
...Institutional Investment Solutions team as an Sr Client Support Consultant, Client Support,... ...investment counsellors, consultants, portfolio managers, and internal partners, you'll help... ...ensuring data accuracy and supporting market-facing and client specific information needs....Permanent employmentFull timePart timeInternshipWork at officeFlexible hours$43.3k - $56.7k per year
...Description: TD Private Wealth Management takes a sophisticated and... ...advice, solutions, and service to clients. TD Private Investment Advice... ...regarding their investment portfolio. It's a very special and... ...where they work, are client facing. Together, we are reimagining...Full timeWork from home- ...dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and... ...will involve supporting clients within your portfolio on all day-to-day service and support... ...execution of account maintenance and cash management solution requests, providing relevant recommendations...Bank staffRemote work2 days per week
- ...opportunity? As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will... ..., you can build a great career with us as a future Account Manager/Banking Advisor. What will you do? Proactively engage...Flexible hours
$45k - $54k per year
...retail professionals across almost 1,000 clients. iQmetrix is a privately held software-as... .... How We Do it: We are on a self-management journey. As we work to move away from the... ...manner Adaptability and resilience when faced with new challenges, new products, and evolving...Permanent employmentFull timeContract workTemporary workWork at officeRemote workMonday to fridayFlexible hoursAfternoon shift- ...Come Talk Tech With Us UW Management is looking for a friendly, curious Client Representative to join our growing team in Winnipeg, MB. This entry-level role... ...sales, customer service, communication, and customer-facing work, and to grow skills that carry into whatever...Full timeShift work
$18 - $22 per hour
...services available Act as spokesperson for an organization Advise clients on advertising or sales promotion strategies Answer written... ...procedures, risks and benefits to clients Maintain and manage digital database Answer clients' inquiries and provide information...Permanent employmentFull timePart timeWork at officeRemote work- ...opportunities and local impact. Senior Manager, Roads - Major Projects -... ...leadership role based in Toronto, Ontario, Canada. The position... ...project delivery, commercial, client, and people leadership across... ...professionals, project portfolios, and transportation infrastructure...Local area
$65k - $88k per year
...retail professionals across almost 1,000 clients. iQmetrix is a privately held software-as... .... How We Do it: We are on a self-management journey. As we work to move away from the... ...account management, or a similar client-facing role ~ Experience managing several client...Long term contractFull timeWork at officeRemote workFlexible hours- ...passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you... ...hours. How you'll succeed Client engagement - Help clients manage their accounts and products. Focus on the client experience and...Hourly payBank staffFlexible hoursAfternoon shift
- ...support our people, patients, their families, and our communities. Humble and approachable, we achieve more together. Reception - Client Care Receptionist Do not miss out on this unique opportunity to join a fun and dynamic team! VetStrategy is an equal opportunity employer...
- ...Location: Hybrid (Montréal, QC | Toronto, ON | Halifax, NS) Reports to: Head of... ...who is passionate about building strong client relationships, solving complex challenges... ...distributed team. What You'll Do Own and manage a portfolio of high-value and complex customers and...
$110k - $130k per year
...ModernAdvisor, we believe investment management should be built on trust, objectivity, and fairness.As a discretionary portfolio manager, we help clients reach their long-term financial goals... ...personalized advice.This is a client-facing position that requires both strong technical...Long term contractModernAdvisor
Winnipeg, MB1 hour ago- ...book. Grow your business. Deliver an exceptional client experience.We are seeking an established Client Portfolio Manager with an existing book of business and a... ...families, and foundations to join our team in Toronto, Calgary, or Vancouver .This is an opportunity...
Guardian Capital Advisors
Winnipeg, MB1 hour ago - ...TD in Toronto is seeking an experienced leader to drive development programs in our Technology Solutions group. You will lead multi-disciplinary... ...role requires extensive experience in application development leadership, governance, and vendor management within a large enterprise....
$21.13 per hour
...banking Financial services industry Tasks Answer inquiries and provide information to customers Receive payments Answer clients' inquiries and provide information Answer electronic enquiries Type of experience ~ Call centre Screening questions...Permanent employmentFull timeDay shiftAltis
Winnipeg, MB19 days ago- ...and a "customer-first" approach. We are looking for a leader to manage our front-of-house operations and act as the vital link between our... .... The Role As the Service Writer/Manager, you are the face of Seven Oaks Transmissions. You aren't just selling "repairs"; you...Full timeLocal areaMonday to friday
Seven Oaks Transmissions
Winnipeg, MBa month ago $17.2 - $21.5 per hour
...year. Your contribution to the team includes: Respond to client inquiries in a professional and timely manner Troubleshoot client... ...Properties Ltd. is a family owned and operated property management company, partnered with Seymour Pacific Developments, that manage...Hourly payFull timeWork at officeShift work$16.4 per hour
...3 (CL3) Rate of Pay : $16.40/hr The CSR is generally a client’s first point of contact when contacting the MSAP. Under the direction... ...Maintains record of contacts using the Customer Relationship Management (CRM) system for all client contacts. Replies to inquiries...Hourly payContract workTemporary workWork at office- Lead portfolio accounting in Toronto with multi-entity close and consolidation expertise, working hybrid three days weekly in the office.As Portfolio Accounting Manager, you will own end-to-end accounting for five to ten operating companies. This role supports a profitable,...Work at office
Jagger
Winnipeg, MB1 hour ago - Interested in joining one of Canada’s top performing asset managers? We are looking for a Client Portfolio Manager, Quant it ative Equit y . This role will... ...You Will Do: Act as a senior investment and client-facing resource for a portfolio of institutional Quant...Internship
Connor, Clark & Lunn Investment Management
Winnipeg, MB1 hour ago - French-speaking portfolio management professional needed for hybrid work, delivering advisor service, discretionary investing... ...independent advisory businesses and their clients across Canada. The position combines client-facing investment advisory with proactive partner-firm...
Purpose Unlimited
Winnipeg, MB1 hour ago - Benjamin Matthew Contracting Ltd seeks a Project Manager to oversee residential and commercial... ...to completion. You will coordinate clients, designers, trades, and internal teams to... ...have construction experience and a client-facing mindset, with a valid driver's license and...Work at office
Benjamin Matthew Contracting Ltd.
Winnipeg, MB1 hour ago - ...Demolition Ltd. in Edmonton, Alberta, is seeking a driven Estimator/Project Manager to join our team. You will estimate costs for interior demolition projects, read blueprints, and engage with clients to present proposals while coordinating with site superintendents and...
Mosaic Home Services Inc.
Winnipeg, MB1 hour ago $70k - $95k per year
...Full-Time Other Titles: Marketing Manager, Senior Marketing Manager, Proposal Manager... ...Marketing Manager The Company Our client is an established, multidisciplinary architecture... ...environment solutions. With a diverse portfolio of projects spanning Alberta and other...Full timeWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-Facing Portfolio Manager Toronto. Be the first to apply!
Related searches
- client services manager Winnipeg, MB
- community engagement manager Winnipeg, MB
- engagement manager Winnipeg, MB
- client service coordinator Winnipeg, MB
- client relationship manager Winnipeg, MB
- customer relationship manager Winnipeg, MB
- gestionnaire de portefeuille Winnipeg, MB
- client services manager
- community engagement manager
- engagement manager