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Added 6 mins ago
WF
Divisional Controller
West Fraser
Manning, AB
- Full-time
The Controller is responsible for all financial reporting, monthly closing, budget preparation, forecasting, inventory analysis, daily problem solving, and other items as assigned.…
Added 6 mins ago
UG
Administrator, Downtown (Permanent, Part-Time)
Union Gospel Mission (Vancouver)
Vancouver, BC
- Part-time
Provide financial and payroll administration support, including petty cash and Visa reconciliations, invoice processing, budget support, staff scheduling, and bi‑weekly payroll coordination…
Added 20 mins ago
AC
Senior Manager Global Internal Audit and Internal Controls
Alimentation Couche-Tard
Laval, QC
- Internship
Added 20 mins ago
A
Business Analytics Specialist, Temporary
Aviso
Toronto, ON
- Temporary
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 20 mins ago
DR
credit card sales representative
Dawn Recruiting Agency
Winnipeg, MB
- Full-time
…explain the features and benefits of credit card and other financial products, and recommend suitable options based on customer needs. The ideal candidate is outgoing, confident, and…
Added 20 mins ago
AI
Intermediate Data Support Analyst
AGF Investments
Toronto, ON
- Full-time
…capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans,…
Added 20 mins ago
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Manager Granting
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Toronto, ON
- Full-time
Identify emerging operational, financial, and reputational risks and recommend mitigation strategies.
Added 20 mins ago
C
Investment Sales Analyst
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- Part-time
The Investment Analyst will conduct real estate and market analysis and prepare financial models, pitch presentations, valuation materials, and marketing documents for investment sales…
Added 20 mins ago
C
Analyste principal(e) en soutien applicatif – Actions
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- Full-time
…support, IT operations, or a hybrid support/SRE role in the financial industry a degree in Computer Science is…
Added 20 mins ago
T
Tangerine Growth Advisor - Tangerine
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- Full-time
Develop and build trusted client relationships by proactively delivering effective investments and financial advice:
Added 20 mins ago
RH
Oracle Fusion GL Consultant
Robert Half
Toronto, ON
- $55 to $70 USD / hour
- Contract
Advise on chart of accounts structure, ledger setup, intercompany considerations, and broader financial design within Oracle Fusion
Added 20 mins ago
TS
Vice President, Global Core Trade Finance, TD Securities, Global Transaction Banking
TD Securities
Toronto, ON
- Full-time
…world, focusing selectively and strategically on key global financial centers: Toronto, Montreal, Calgary, Vancouver, New York, London, Singapore, and Tokyo.…
Added 20 mins ago
T
Senior Manager, Business Banking Deposits Product Management - Tangerine
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Toronto, ON
- Full-time
Added 20 mins ago
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Commercial Card Associate Product Manager
TD Securities
Toronto, ON
- Full-time
Added 20 mins ago
ME
Chief Financial Officer
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Hay River, NT
- Full-time
…highly valued. They will bring deep expertise in long-term financial planning, capital allocation, enterprise risk management, and organizational performance, alongside a demonstrated…
Added 20 mins ago
LC
Regional Pharmacy Director
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Toronto, ON
- Full-time
Analyzes pharmacy count, sales, margins and expenses to monitor financial success of each location, highlight potential growth areas, and ensure the Associates are on target to meet common…
Added 20 mins ago
CH
Compliance and Analytics Specialist
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- Full-time
…Facilities Management and supports facility operations, compliance, financial controls, EHS activities, and continuous improvement across the Mississauga and Vaughan…
Added 20 mins ago
CH
Compliance and Analytics Specialist
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Mississauga, ON
- Full-time
…Facilities Management and supports facility operations, compliance, financial controls, EHS activities, and continuous improvement across the Mississauga and Vaughan…
Added 20 mins ago
N(
Strategic Procurement Specialist
NAIT (Northern Alberta Institute of Technology)
AB · Edmonton, AB
- Full-time
Identify procurement, commercial, contractual, financial, and operational risks and recommend practical mitigation strategies.
Added 20 mins ago
S
Market Vice President, Commercial Banking - Edmonton
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AB · Edmonton, AB
- Full-time
…partners, and key external stakeholders to deliver customized financial solutions and help Canadian businesses achieve their growth…
Added 20 mins ago
BF
Regional Manager, Terminal Operations
BC Ferries
Comox, BC
- Full-time
…improvement. You will be responsible for operational performance, financial stewardship, workforce leadership, labour relations, and the successful implementation of corporate and regional…
Added 20 mins ago
CC
Director, Finance and Procurement,
Canadian College of Health Leaders - Northwestern Ontario Chapter
Georgian Bay, ON
- Full-time
…for the stewardship and strategic deployment of Waypoint’s financial resources in support of its mission, strategic priorities, and long-term vision for excellence in mental health care.…
Added 20 mins ago
BP
Administrative Assistant
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- Full-time
Manage heavy expense claim processes using Concur to ensure accurate and timely financial reporting.
Added 20 mins ago
DA
BUSINESS MANAGER
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- Full-time
…dealership, overseeing the finance department and ensuring that all financial transactions are handled efficiently and accurately. The ideal candidate will have a deep understanding of…
Added 20 mins ago
MC
Senior Manager, Data Governance (36122)
Myticas Consulting
Toronto, ON
- Full-time
Our client is an established financial services organization providing a range of consumer financial products and services, including lending, money transfers, and payment solutions. With a…

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.

Apply About employer

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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