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Optimize Financial Group

Client-Facing Portfolio Manager

Toronto, ON, Canada

Job type: Full-time
Apply by: Oct 24, 2026
Experience: Minimum of 4 years of experience in the financial industry.
Posting language: English
Posted: Sep 24, 2026

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Original job description

About Optimize Financial Group

Optimize Financial Group is a Toronto-based financial services firm supporting the evolving financial needs of clients through a personalized, disciplined, and relationship-driven approach to wealth management. As we continue to grow our Head Office team, we are seeking accomplished professionals who bring client trust, analytical rigor, and a strong commitment to long-term client relationships.

The opportunity

We are seeking an experienced Client-Facing Portfolio Manager to join our Portfolio Management and Financial Advisory Team at our Toronto headquarters. This is a client-facing role for an accomplished professional with strong technical knowledge across investments, financial planning, tax planning, estate planning, and insurance. The successful candidate will serve as a trusted representative to clients, providing thoughtful portfolio guidance and sophisticated wealth management solutions tailored to individual needs.

This opportunity is well suited to an experienced financial professional who is looking to join a dynamic and growing firm where they can continue to build their career, deepen client relationships, and contribute meaningfully to a high-performance team.

Key responsibilities

Conduct meaningful client conversations by phone to understand financial goals, priorities, and evolving needs.
Present and recommend tailored investment solutions aligned with each client’s objectives, risk profile, and broader financial picture.
Build and maintain trusted long-term relationships as a dedicated financial representative and portfolio manager.
Collaborate with internal teams to deliver a seamless and coordinated wealth management experience.
Contribute to the continued growth and reputation of the firm through exceptional client service, professionalism, and expertise.

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.
Strong communication, interpersonal, and relationship management skills.
Confident, self-directed, and highly accountable with a strong work ethic.
French language proficiency is an asset.

Use of Artificial Intelligence in Recruitment

As part of our recruitment and selection process, we may use technology-enabled tools, including artificial intelligence (AI), to assist with certain aspects of candidate screening, assessment, scheduling, and application review. All hiring decisions are ultimately made by qualified individuals and are based on job-related criteria, qualifications, and business requirements.

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More about this job

Responsibilities

Conduct client conversations to understand financial goals and recommend investment solutions tailored to clients’ objectives, risk profiles, and broader financial circumstances. Build long-term client relationships and collaborate with internal teams to deliver coordinated wealth management services and support the firm’s growth.

Requirements

Candidates must have at least four years of financial industry experience, be licensed as a Portfolio Manager for discretionary or managed accounts with a CIRO-regulated investment dealer, and have completed the CIM designation and/or CFA Level 1. Strong communication and relationship management skills, self-direction, accountability, and a strong work ethic are required; French proficiency is an asset.

Skills

Portfolio Management
Investment Recommendations
Financial Planning
Tax Planning
Estate Planning
Insurance Planning
Risk Assessment
Client Communication
Wealth Management
Collaboration
Client Service
Professionalism

Visa sponsorship

Not detected in the job text

Keywords

Canadian Investment Manager (CIM)
CFA Level 1
Portfolio Manager License
CIRO-Regulated Investment Dealer
Discretionary Accounts
Managed Accounts
Financial Services
Wealth Management
Portfolio Management
Investment Solutions
Financial Planning
Tax Planning
Estate Planning
Insurance
Risk Profile
Client Relationships
Client Service
Financial Advisory
French Language Proficiency

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