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Added 32 mins ago
T
PIA Client Service Associate
TD
Kamloops, BC
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 47 mins ago
Assistant Store Manager
Rogers Communications
Calgary, AB
Competitive compensation plus lucrative management bonus program
Added 4 hours ago
C
Senior Trust Officer
CIBC
Toronto, ON
- Full-time
As the Senior Trust Officer with CIBC Trust, you will play an integral role in the management and administration of Indigenous Trusts, contributing to deepening and strengthening client…
Added 6 hours ago
IW
Senior Manager, Living Plan Portal - Canada
IG Wealth Management
MB · Manitoba, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 6 hours ago
IW
Coordinator, Region Office Operations (12 Months Contract) - North York, ON
IG Wealth Management
ON · Ontario, Canada
- Contract
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 6 hours ago
IW
Senior Manager, Living Plan Portal - Canada
IG Wealth Management
ON · Ontario, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 6 hours ago
O(
Broker Sales - Bilingual Sales Representative
OTIP (Ontario Teachers Insurance Plan)
Waterloo, ON
- Full-time
…reimagines what it means to deliver meaningful benefits support and…
Added 6 hours ago
HI
Client Care Representative – Auto Insurance Trainee
HUB International
Revelstoke, BC
- Full-time
…network of insurance, risk, employee benefits, retirement, and wealth management specialists dedicated to delivering tailored solutions and unrelenting advocacy - so you're always ready for…
Added 7 hours ago
R
Associate Advisor
RBC
Toronto, ON
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing…
Added 7 hours ago
B
Manager, Portfolio Management Group, Private Wealth
BMO
Toronto, ON
- Full-time
Credentials and experience sufficient to achieve registration as Advising Representative with Provincial Securities Commissions is required (earned CFA Charter and has gained 12 months of…
Added 7 hours ago
CC
Member Service Representative 1 - Union
Coastal Community
Port Hardy, BC
- Part-time
…to work, and do good, locally. We are looking for a Member Service Representative, so if you’re passionate about improving people’s financial health and have experience with sales and…
Added 8 hours ago
RD
Associate Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing…
Added 8 hours ago
T
Regional Manager, Financial Planning-Edmonton
TD
AB
- Full-time
TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.
Added 8 hours ago
T
Client Services Representative - TD Asset Management
TD
Montreal, QC
- Full-time
…a contact liaison between external Advisors/Dealers and TD Wealth Operations departments. The mandate of the team is to own, escalate and resolve operational issues and inquiries from…
Added 9 hours ago
MF
District VP Retail Sales
Mackenzie Financial Corporation
Vancouver, BC
- Other
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 9 hours ago
RB
Associate Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing…
Added 10 hours ago
C
Financial Services Representative II
CIBC
Salmon Arm, BC
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 10 hours ago
HI
Client Care Representative - Auto Insurance Trainee
HUB International
Williams Lake, BC
- Full-time
…network of insurance, risk, employee benefits, retirement, and wealth management specialists dedicated to delivering tailored solutions and unrelenting advocacy - so you're always ready for…
Added 11 hours ago
C
Financial Services Representative - La Prairie
CIBC
La Prairie, QC
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 11 hours ago
C
Financial Services Representative - Bedford
CIBC
Bedford, QC
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 11 hours ago
B
Manager, Portfolio Management Group, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
Credentials and experience sufficient to achieve registration as Advising Representative with Provincial Securities Commissions is required (earned CFA Charter and has gained 12 months of…
Added 11 hours ago
B
Client Service Assistant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment…
Added 12 hours ago
T
Financial Planner-Edmonton
TD
AB
- Full-time
TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The…
Added 12 hours ago
M
Advisor Onboarding Associate
Manulife
Toronto, ON · Burlington, ON
- Full-time
…advisors as they transition their books of business to Manulife Wealth Inc. and other wealth lines of business. This role coordinates onboarding activities, maintains accurate advisor and…
Added 13 hours ago
IW
Wealth Advisor (Mutual Funds Licensed) - Sault Ste. Marie, ON
IG Wealth Management
ON · Ontario, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…

Optimize Financial Group

Client-Facing Portfolio Manager

Toronto, ON, Canada

Full-time

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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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