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Added 12 mins ago
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Assistant Branch Manager - Office 1714
LendDirect
Medicine Hat, AB
- Full-time
Community Impact: Demonstrated ability to make a positive difference in the community by assisting others, whether through customer service, project management, or team support.
Added 12 mins ago
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Manager, Talent Attraction & Recruitment Innovation – Contact Centre
NQX
Laval, QC
- Full-time
NQX is Canada’s trusted customer contact centre partner for some of the country’s most iconic brands. We deliver exceptional customer experiences through a combination of human expertise,…
Added 12 mins ago
AC
Principal, Corporate Safety Assurance and Compliance - Cargo
Air Canada
Toronto, ON
- Full-time
…for managers and staff as requested by Cargo Branch Senior Management. Train Cargo operations staff regarding the use of SIMS and prepare annual refresher activities to enhance CSEQ…
Added 12 mins ago
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Assistant Branch Manager - Office 1714
Attain Finance
Medicine Hat, AB
- Full-time
Community Impact: Demonstrated ability to make a positive difference in the community by assisting others, whether through customer service, project management, or team support.
Added 12 mins ago
BT
In-Home Bath Sales
Bath Tune-Up South Calgary
Calgary, AB
- $80,000 to $120,000 CAD / year
- Full-time
…and documentation to ensure a smooth handoff to the project manager once a project is…
Added 27 mins ago
R
Relationship Manager Intern, Business Market
RBC
Surrey, BC
- Full-time
Active Learning, Adaptability, Best Practice Implementation, Business Development, Communication, Customer Relationship Management (CRM), Decision Making, Financial Planning and Analysis…
Added 27 mins ago
Trainee, Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Lamont, AB
Eager to grow, with minimal sales or customer service experience under your belt
Added 27 mins ago
Project Manager
ERCO Worldwide
Saskatoon, SK
…technology in the world, we are devoted to building genuine customer relationships and delivering innovative, sustainable chemical solutions that improve lives and the health of our planet.…
Added 27 mins ago
PM
Project Manager
POD Marketing
Calgary, AB
- $57,000 to $65,000 CAD / year
- Full-time
2+ years in customer service, hospitality, or client relationship management
Added 27 mins ago
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Account Manager II, Agricultural Services
TD
Mount Forest, ON · Stratford, ON
- Full-time
The role is accountable for delivering a superior customer experience while driving profitable business growth, in line with business strategy. This role is accountable for expanding its…
Added 27 mins ago
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Senior Credit Analyst Agriculture Services
TD
Barrie, ON
- Full-time
Structure and package competitive credit solutions in a timely manner to meet customer needs jointly with the Relationship Manager
Added 27 mins ago
HR
Beauty Advisor - Armani
Holt Renfrew
Vancouver, BC
- Full-time
Resolve all customer service issues and partner with selling management on any issues outside of guidelines
Added 27 mins ago
TS
Client Care Support (Temp Fixed Term)
The Salvation Army in Canada
AB · Edmonton, AB
- Part-time
…community-based programs. This position also supports case management functions, connects participants to external resources, assists with life skills development, and contributes to…
Added 27 mins ago
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Project Manager
Modine Manufacturing Company
Calgary, AB
- Full-time
Backed by more than a century of engineering excellence in thermal management technology, Modine has sharpened its focus as a specialized leader in commercial HVAC and data center solutions…
Added 27 mins ago
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Executive Assistant
Altis
Toronto, ON
- $90,000 to $110,000 CAD / year
- Full-time
You'll maintain CRM records, track client interactions and proactively coordinate relationship follow-ups.
Added 27 mins ago
TS
Store Associate
The Salvation Army in Canada
Stoney Creek, NB
- Part-time
Contribute to meeting store sales targets; provide efficient courteous customer service; use tact when dealing with difficult customers.
Added 27 mins ago
NR
Associate Buyer
Northern Reflections
Toronto, ON
- Full-time
As part of our growing organization, you'll join a collaborative and dynamic team that values innovation, customer connection, and the power of great fashion. Whether it's timeless comfort,…
Added 27 mins ago
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Client Advisor- EN
RBC
Quebec, QC
- Part-time
…relationships. If you have the self-motivation to deliver exceptional customer service and thrive in a target based performance environment, you can build a great career with us as a future…
Added 43 mins ago
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Community General Manager II, Imperial Service
CIBC
Burlington, ON
- Full-time
…solutions to meet our clients goals. As a Community General Manager (CGM), you will build a capable and motivated team through proactive talent management. You will be empowered to create a…
Added 43 mins ago
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Personal Banker
BMO
Toronto, ON
- Full-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 43 mins ago
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Manager, Dynamics 365 F&O Consulting
BDO
Vancouver, BC · Hamilton, ON · Ottawa, ON · Toronto, ON
- Full-time
BDO Canada is seeking a Manager, Dynamics 365 F&O Consulting to join our fast-paced and growing Dynamics 365 F&O consulting practice, with the ability to work from anywhere in Canada. This…
Added 43 mins ago
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Assistant Maintenance Manager
JLL
Pitt Meadows, BC
- Full-time
The Assistant Maintenance Manager leverages leadership skills and technical knowledge to lead a team of maintenance mechanics, working in conjunction with robotics, and controls systems…
Added 43 mins ago
SC
Investment Attraction Manager
Strathcona County
Sherwood Park, AB
- Full-time
Guide the continued development and adoption of customer relationship management and digital business-support tools, including the Business Directory, Investment Intelligence Tool and…
Added 57 mins ago
HG
Manager Guest Services
Hilton Grand Vacations
ON · ON, Canada
- Full-time
…controls the work performance of others in a close working relationship, often in the same room or close proximity. A portion of the time may be spent performing individual tasks similar to…
Added 57 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Barrie, ON
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.

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 25, 2026
Experience: Minimum of 4 years of experience in the financial industry.
Posting language: English
Posted: Oct 26, 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 tailored investment solutions aligned with clients’ objectives, risk profiles, and broader financial circumstances. Build long-term client relationships, coordinate with internal teams, and support the firm’s growth through exceptional service and expertise.

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 skills; French proficiency is an asset.

Skills

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

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
Financial Advisory
Wealth Management
Investment Solutions
Financial Planning
Tax Planning
Estate Planning
Insurance
Risk Profile
Client Relationships
Client Service
Financial Services
French Language Proficiency

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