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Added 8 mins ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - British Columbia
Chit Chats
Vancouver, BC
- Full-time
2–5+ years of experience in sales, business development, customer success, account management, or sales support in Logistics/Supply Chain with small to mid-size shipments.
Added 8 mins ago
Client Services Representative - Central Services
University of Guelph
Guelph, ON
…veterinary sectors. AHL is seeking a qualified Client Services Representative to provide front-line client service, specimen accessioning, and data-entry in the high-volume Specimen…
Added 38 mins ago
IE
Customer Service and Sales Representative
Inspire Evolution
AB · Edmonton, AB
- Full-time
Learn objection handling, communication strategies, and sales techniques through hands-on experience and mentorship.
Added 38 mins ago
J
Inside Sales Representative
JobsMedia.io
Mascouche, QC
- Full-time
She will respond to customer requests by producing the required quotes and applying the sales process to achieve regional objectives, while collaborating effectively with external sales and…
Added 53 mins ago
GO
Clerk Interpreter 2 positions
Government of Nunavut
Kugluktuk, NU
- Full-time
…minimum of Grade 10 and one year of interpreting/translation experience. A valid driver’s license may be required in some…
Added 53 mins ago
AL
Ag Equipment Sales Representative (Neepawa)
AgWest Ltd.
Neepawa, MB
- Full-time
We're Growing! Ag Equipment Sales Representative – Neepawa, MB
Added 53 mins ago
CG
Inside Sales Representative
Consolidated Gypsum Supply Ltd.
Saskatoon, SK
- Full-time
We're currently seeking a dynamic Inside Sales Representative to join our team in Saskatoon. As the first point of contact for our clients which include General Contractors, Home Builders,…
Added 1 hour ago
KS
Sales representative - retail
Kognitive Sales Solutions
Calgary, AB
- From $18 CAD / hour
- Part-time
- On-site
Added 1 hour ago
LA
Customer Service and order Desk Associate
Living Alchemy
Richmond, BC
- Full-time
We are seeking a detail-oriented individual for Customer Service and Order Desk Associate. This position is responsible for processing orders, receiving and acting on general enquiries…
Added 1 hour ago
RM
Customer service representative supervisor
Ralph mackay's Auto repair
Riverview, NB
- From $24 CAD / hour
- Full-time
- On-site
Maintain operation of computer systems, equipment, machinery and arrange repair work to ensure business continuity and customer service delivery
Added 1 hour ago
LH
2600001111 - Physician Assistant
Lakeridge Health
Bowmanville, ON
- Full-time
…staff physicians and play a key role in supporting the patient experience. Expected duties and responsibilities will…
Added 1 hour ago
KS
Sales representative - retail
Kognitive Sales Solutions
Etobicoke, ON
- From $17.95 CAD / hour
- Full-time
- Part-time
- On-site
Added 1 hour ago
W
Associate Technical Consultant
Worley
Calgary, AB
- Full-time
…through to operations and decommissioning. Leveraging extensive experience and AI-enabled delivery, we support customers in navigating complexity as they meet today's needs and transition…
Added 2 hours ago
KC
Sales representative, commercial and industrial equipment and supplies
Korzite Coatings Inc
Guelph, ON
- $60,000 to $80,000 CAD / year
- Full-time
Added 2 hours ago
S
Engineer, Distribution Planning
SaskPower
SK · Saskatchewan, Canada
- Contract
Professional Engineering Designation - P. Eng. and relevant experience in a combination of the following engineering tasks: planning facilities, providing design, construction, operations,…
Added 2 hours ago
KS
Sales representative - retail
Kognitive Sales Solutions
Sarnia, ON
- From $17.95 CAD / hour
- Full-time
- Part-time
- On-site
Added 2 hours ago
BB
System Analyst II
Bosch Building Technologies North America
Ottawa, ON
- Full-time
Analyze customer requirements and implement system features to meet those needs
Added 2 hours ago
CC
Sales Representative - Facility Services
Cintas Canada
Kamloops, BC
- Full-time
That is why we are seeking a goal-oriented, motivated, and energetic Sales Representative to join our growing Outside Sales team. This role provides our customers with solutions to their…
Added 2 hours ago
CC
Route Service Representative
Cintas Canada
Toronto, ON
- Full-time
Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell…
Added 2 hours ago
A
Client Service Representative - Sylvan Lake Branch
ATB
Sylvan Lake, AB
- Full-time
Proven customer service and/or sales experience.
Added 2 hours ago
A
Client Service Representative, Crossfield (6-12 Months Term)
ATB
Crossfield, AB
- Full-time
Proven customer service and/or sales experience.
Added 2 hours ago
L
Financial Service Representative - LendDirect Office 1534
LendDirect
Cambridge, ON
- Full-time
As a Financial Service Representative, you’ll be at the heart of our customer experience - delivering exceptional service, building lasting relationships, and helping individuals secure the…
Added 2 hours ago
T
Professional Assistant Branch Manager Wealth
TD
Ottawa, ON
- Full-time
…and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary…
Added 3 hours ago
FE
Customer service representative - call centre
Future Electronics
Kirkland, QC
- $40,000 to $42,000 CAD / year
- Full-time
- Hybrid
Added 3 hours ago
PT
Temporary Assistant Caretaker (#056-VA)
Pembina Trails School Division
Winnipeg, MB
- Part-time
Institutional custodial experience is desired.

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.

Apply About employer

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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