Remote Client-Facing Portfolio Manager

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 Advisory Team. This professional will apply investment, financial planning, tax planning, estate planning, and insurance knowledge. The position provides tailored portfolio guidance and wealth management solutions for individual client needs.Key Responsibilities:
Conduct phone conversations about financial goals, priorities, and evolving needsRecommend investment solutions aligned with objectives and risk profilesBuild trusted long-term client relationships as financial representativeCollaborate with internal teams on coordinated wealth managementSupport firm growth through exceptional service and expertiseRequirements:
Complete Canadian Investment Manager designation and/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 skillsWork confidently, independently, accountably, and professionallyApply portfolio management, financial planning, and relationship skills while serving Optimize Financial Group clients remotely across Pacific hours.
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