Find work in Canada.

496,255 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 1 min ago
VC
Food Service Worker - Casual/On-Call
Vancouver Coastal Health
North Vancouver, BC
- $25.82 CAD / hour
- Other
Within the context of a client and family centered model of care and, in accordance with Vancouver Coastal Health’s (VCH) values, “ We Care for Everyone, We are Always Learning, and We…
Added 16 mins ago
FH
Community Health Nurse - Licensed Practical Nurse, New Westminster
Fraser Health Authority
New Westminster, BC
- $32.84 to $44.96 CAD / hour
- Full-time
…an interprofessional team in the management of an assigned client caseload including assessments, coaching, interventions, client care services and follow up to enable clients and their…
Added 16 mins ago
A
Customer Success Manager
AppifyLab
Success, SK
- Full-time
Minimum 2 years of experience in Customer Success, Account Management, Client Services, or a similar customer-facing role, preferably in a SaaS or technology company.
Added 16 mins ago
A
Business Analytics Specialist, Temporary
Aviso
Toronto, ON
- Temporary
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and…
Added 16 mins ago
T
Tangerine Growth Advisor - Tangerine
Tangerine
Toronto, ON
- Full-time
Our client-obsessed teams deliver flexible, accessible banking solutions, breakthrough products, and award-winning service. Beyond banking, we’re committed to making an impact in the…
Added 16 mins ago
TS
Vice President, Global Core Trade Finance, TD Securities, Global Transaction Banking
TD Securities
Toronto, ON
- Full-time
TD Securities ("TDS") provides a wide range of capital market products and services to corporate, government and institutional clients through Global Transaction Banking ("GTB"), Corporate…
Added 16 mins ago
WI
HSE Site Representative
WSP in Canada
NT · Northwest Territories, Canada
- Full-time
…as part of the WSP field team and reporting to the Project Manager, you’ll provide hands-on health and safety support to crews while helping ensure work is completed in accordance with…
Added 16 mins ago
T
Senior Manager, Business Banking Deposits Product Management - Tangerine
Tangerine
Toronto, ON
- Full-time
Our client-obsessed teams deliver flexible, accessible banking solutions, breakthrough products, and award-winning service. Beyond banking, we’re committed to making an impact in the…
Added 16 mins ago
TS
Commercial Card Associate Product Manager
TD Securities
Toronto, ON
- Full-time
The Commercial Card Associate Product Manager supports the development, delivery, and ongoing management of Commercial Card products and capabilities. Working under the direction of more…
Added 16 mins ago
FH
Substance Use Clinician, Indigenous Health - Bachelors
Fraser Health Authority
Surrey, BC
- $44.85 to $56.02 CAD / hour
- Other
Provides culturally appropriate client and family-centered care through a trauma-informed approach and evidence-informed practice to Indigenous and non-Indigenous individuals and families…
Added 16 mins ago
SJ
Addiction Service Worker Withdrawal Management Glendale
St. Joseph's Health Centre, Toronto
Toronto, ON
- Temporary
Reporting to the Manager of Withdrawal Management Services, the incumbent admits persons experiencing problems from alcohol and/or drug use to the service; monitors clients withdrawal…
Added 16 mins ago
WI
HSE Site Representative
WSP in Canada
YT · Yukon Territory, Canada
- Full-time
…as part of the WSP field team and reporting to the Project Manager, you’ll provide hands-on health and safety support to crews while helping ensure work is completed in accordance with…
Added 16 mins ago
AC
Hospitality Supervisor
Aramark Canada
AB · Edmonton, AB
- Internship
Under the direction of the Guest Service Manager, the Guest Services Supervisor is responsible for the work that is carried out within the Guest Services Department. Coordinates Guest…
Added 16 mins ago
SH
LPN South West Edmonton
SE Health
AB · Edmonton, AB
- Temporary
Our LPNs provide care and independence to our residents, using a client- and family-centered approach that incorporates the most current research into practice. You become part of a diverse…
Added 16 mins ago
SH
LPN South West Edmonton
SE Health
AB · Edmonton, AB
- Temporary
Our LPNs provide care and independence to our residents, using a client- and family-centered approach that incorporates the most current research into practice. You become part of a diverse…
Added 16 mins ago
FH
Licensed Practical Nurse, Outreach - Abbotsford
Fraser Health Authority
Abbotsford, BC
- $32.84 to $44.96 CAD / hour
- Other
To learn more about our MHSU programs and services, read employee insights, and current job vacancies, please visit this site: Fraser Health MHSU
Added 16 mins ago
S
Market Vice President, Commercial Banking - Edmonton
Scotiabank
AB · Edmonton, AB
- Full-time
Foster a strong client-centric culture that deepens relationships and identifies opportunities across the Bank's broad suite of products and services.
Added 16 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…
Added 16 mins ago
FH
Social Worker, Indigenous Wellness
Fraser Health Authority
Burnaby, BC
- $44.85 to $56.02 CAD / hour
- Full-time
…families using a variety of assessment tools to provide treatment services for clients including liaising with community agencies and caregiver support groups; provides Indigenous wellness…
Added 16 mins ago
SR
Senior Contract Manager
Stellar Recruitment Inc.
Vancouver, BC
- $100 to $130 CAD / hour
- Contract
Added 16 mins ago
FH
Clinical Counsellor, Mental Health & Substance Use Services
Fraser Health Authority
Surrey, BC
- $44.85 to $56.02 CAD / hour
- Other
Reporting to the Manager, Clinical Operations and under the direction of the Coordinator, the Clinical Counsellor provides consultation, assessment, short term case management and clinical…
Added 16 mins ago
C
Facilities Manager
CBRE
Vancouver, BC
- Full-time
As a CBRE Facilities Manager, you act as the operational heartbeat of a portfolio of properties. You lead the team that ensures these environments don't just function - they excel. You are…
Added 16 mins ago
B
SENIOR COMMERCIAL ACCOUNT MANAGER - Tri Cities
BDC
Coquitlam, BC
- Full-time
We are accepting applications for a growth-minded Senior Commercial Account Manager, Mid-Market with proven experience serving sophisticated commercial clients and owner-managed businesses.…
Added 16 mins ago
MC
EMS Engineer
MatchBox Consulting Group
Calgary, AB
- Full-time
MatchBox Consulting Group is currently seeking an EMS Engineer for a permanent role with a client of ours located in Calgary.
Added 16 mins ago
FT
Team Lead
Frontier Technologies
Dartmouth, NS
- Full-time
…day a week supporting their area. Reporting to the Operations Manager, the Team Lead sets the standard for quality, safety and customer service, and owns the day-to-day health of their…

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

Report this job