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Added 14 mins ago
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Manager, Software Engineering
AltaML
Toronto, ON
- Full-time
AltaML is looking for a Manager, Software Engineering to lead a delivery pod where technical excellence and team health go hand in hand. You'll own the architectural integrity of your pod's…
Added 14 mins ago
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Sr. Leasing Manager
SmartCentres REIT
Vaughan, ON
- Full-time
Bachelor’s Degree in Business, Planning, or related field.
Added 14 mins ago
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Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 14 mins ago
MP
Product Manager, Rare Disease, Canada
Medison Pharma
Toronto, ON
- Full-time
…and patient-first mindset. Develop and implement strategic business and marketing plans for the Rare Disease product portfolio in collaboration with cross-functional partners and the…
Added 29 mins ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…
Added 29 mins ago
WC
Self Checkout Attendant
Walmart Canada
Brockville, ON
- Full-time
…and escalate cash or technical issues to the Customer Service…
Added 59 mins ago
J
National Sales Manager- CVRM
Jobgether
Canada
- $147,192.8 to $193,190.55 CAD / year
- Contract
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a National Sales Manager – CVRM based in Canada.
Added 59 mins ago
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Principal Product Manager - Identity Threat Detection and Response
Elastic
Canada
- Full-time
…Fortune 500, brings together the precision of search and the intelligence of AI to enable everyone to accelerate the results that matter. By taking advantage of all structured and…
Added 59 mins ago
S
Construction Business Development Manager
SearchLabs
Toronto, ON
- Full-time
We are working with an established Canadian construction organization to identify and introduce strong candidates for a Business Development Manager opportunity based in Toronto.
Added 1 hour ago
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Field Case Manager
Jobgether
Canada
- Contract
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Field Case Manager based in Canada.
Added 1 hour ago
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Operations Lead - Full Time
sephora.com
Sudbury, ON · Greater Sudbury, ON,CA
- $22.2 to $26.1 CAD / hour
- Full-time
Passionate about clients. Regularly act as the Manager on Duty within the store. Engage with Beauty Advisors and clients on the sales floor whenever possible..
Added 1 hour ago
BD
Resource Development Coordinator
Blue Door Support Services
East Gwillimbury, ON
- Part-time
Reporting to the Resource Development Manager, the Bingo Volunteer Coordinator supports the coordination and scheduling of volunteers for Blue Door’s Bingo activities. The Coordinator is…
Added 1 hour ago
M
Senior Manager, Organic Growth
Mistplay
Toronto, ON
- $120,000 to $165,000 CAD / year
- Full-time
Mistplay is seeking a strategic and hands-on Senior Manager of Organic Growth to help build and scale the organic acquisition engine for our fast-growing rewarded gaming platform. This…
Added 1 hour ago
M
Senior Data Analyst I, Product
Mistplay
Toronto, ON
- Full-time
The Senior Data Analyst I, Product within Mistplay's Data department will play a crucial role in enhancing Mistplay's business performance through insightful analysis and driving analytics…
Added 1 hour ago
K
Sea Logistics Pricing Supervisor
Kuehne+Nagel
Montreal, QC
- Full-time
The Sea Logistics Pricing Supervisor is instrumental in supporting customer satisfaction, business growth, and long‑term client retention. This role ensures seamless, proactive…
Added 2 hours ago
Public Health Nurse (Infectious Diseases)
Region of Waterloo
Kitchener, ON · Cambridge, ON · Waterloo, ON
Added 2 hours ago
Director, Water and Wastewater Infrastructure Management
Region of Waterloo
Kitchener, ON
Develops business plans and directs the completion of manager workplans to inform the development and control of capital and operating budgets ($134M+).
Added 2 hours ago
EI
Portfolio Manager
Ecolab Inc.
Calgary, AB
- Full-time
The Portfolio Manager leads a team of Technical Program Managers responsible for customer programs, NPIs, and strategic initiatives within a business vertical. This role drives portfolio…
Added 2 hours ago
IB
Manager, Human Resources (Calgary or Edmonton)
Indigo Books & Music
Calgary, AB
- $90,000 to $110,000 CAD / year
- Full-time
The Manager, Human Resources – Retail partners with regional retail leadership teams and client groups to foster a high-performance culture by embedding and elevating exceptional HR…
Added 2 hours ago
GD
GARAGE - Team Leader PT - Park Place Mall
Groupe Dynamite
Lethbridge, AB
- Full-time
Reporting to the Store Manager, your main focus as a Team Lead is contributing to your store success by promoting a positive shopping experience for each customer, which will build and…
Added 2 hours ago
J
Account Manager
JobsMedia.io
Montreal, QC
- Full-time
Act as a key strategic advisor, understanding clients' business priorities.
Added 2 hours ago
S
Services Lead, Stores - Full Time
sephora.com
Winnipeg, MB
- $20.8 to $24.45 CAD / hour
- Full-time
Passionate about Clients. Regularly act as the Manager on Duty within the store. Engage with cast and clients on-stage whenever possible.
Added 2 hours ago
S
Stage Experience Lead - Full Time
sephora.com
Toronto, ON
- $22.2 to $26.1 CAD / hour
- Full-time
…Fragrance & Haircare or a combination of these areas. An Assistant Manager, Client Experience is responsible for ensuring that all members of their team execute Sephora’s selling model and…
Added 2 hours ago
S
Operations Consultant - Part Time
sephora.com
Calgary, AB
- $17 to $20 CAD / hour
Provide friendly, professional and knowledgeable service to clients as needed during store business hours.
Added 2 hours ago
PC
Strategic Segment & Customer Marketing Manager
Phoenix Contact Ltd
Milton, ON
- Full-time
The Strategic Segment & Customer Marketing Manager is a strategic, customer-focused marketing leader responsible for developing and executing market-driven growth strategies across Phoenix…

Optimize Financial Group

Client-Facing Portfolio Manager

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 4, 2026
Experience: Minimum of 4 years of experience in the financial industry.
Posting language: English
Posted: Oct 5, 2026

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 provide coordinated wealth management and contribute to the firm’s growth and reputation.

Requirements

Candidates must have at least four years of financial industry experience and be licensed as a Portfolio Manager for discretionary or managed accounts with a CIRO-regulated investment dealer. The role requires the CIM designation and/or CFA Level 1, along with strong communication and relationship management skills, self-direction, accountability, and a strong work ethic; 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
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
Portfolio Management
Wealth Management
Financial Advisory
Investment Solutions
Financial Planning
Tax Planning
Estate Planning
Insurance
Risk Profile
Client Relationships
Client Service
Financial Services
French Language Proficiency

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