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.
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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 3 hours ago
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