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Added 1 day ago
H
IT Project Manager
HrBrain
Featured · Posted directly by employer
Waterloo, ON
- $70 CAD / hour
- Contract
Partner closely with the Product Owner, business stakeholders, technology teams, architects, vendors, and other delivery partners to coordinate priorities and maintain delivery alignment.
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Account Executive
Mirego
Toronto, ON
- Full-time
At the heart of Mirego’s growth, your role as a Business Development Manager for the Toronto area is essential to identifying and qualifying new opportunities. As the first point of contact…
Added just now
CO
Inventory Services and Control Manager
City of Iqaluit
Iqaluit, NU
- Full-time
The City of Iqaluit is seeking an experienced Inventory Services & Control Manager to lead procurement, contracting, inventory control, warehouse operations, shipping and receiving, and…
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Plant Administrator
Amrize
Saint-Constant, QC · St-Constant, Queb
…initiatives in the plant area. Additionally supporting plant manager in production, inventory and plant forecast administration and…
Added just now
Manager, Business Enablement
Trans Mountain
Calgary, AB
Trans Mountain is seeking a collaborative, motivated, and values driven individual to join our dynamic team as a Manager, Business Enablement. In this position, you will Lead Trans…
Added just now
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Generalist, Human Resources
Gordon Food Service
Milton, ON
- Full-time
Serves as the liaison/HR business partner between various HR Shared Services and the division. Understands the business.
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Client Services Officer
Scotiabank
Montreal, QC
The Client Services Officer is responsible for providing efficient and high-quality support to a team in a District Office/Regional Office environment. The incumbent provides administrative…
Added just now
Client Services Officer, Roynat Capital
Scotiabank
Toronto, ON
The Client Services Officer is responsible for providing efficient and high-quality support to a team in a District Office/Regional Office environment. The incumbent provides administrative…
Added just now
Call Centre Agent
Air North
Whitehorse, YT
At Air North we believe that connecting people is more than just a business - it’s a mission. With every flight, we’re bridging communities, empowering travelers, and showcasing the beauty…
Added 15 mins ago
MD
Grants Specialist - Grants Specialist 3
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
…with granting agencies. It also assists the Administrative Services Section Manager with special projects as…
Added 15 mins ago
BG
Manager, Banking Operations
Butterfield Group
Moncton, NB
- Full-time
Butterfield is a leading, independent offshore bank and trust company. With more than 1,200 financial services professionals across ten international jurisdictions, the Butterfield…
Added 15 mins ago
TE
Director of Condominium Management
The Enfield Group Inc
Burlington, ON
- Full-time
…role oversees three Senior Property Managers and a Property Manager Assistant, and builds out the Property Manager team as the portfolio…
Added 16 mins ago
OF
Client-Facing Portfolio Manager
Optimize Financial Group
Toronto, ON
- Full-time
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…
Added 16 mins ago
C
Product Support Specialist
CanDeal
Toronto, ON
- Full-time
CanDeal is a leading provider of electronic marketplaces and data services for Canadian dollar debt securities and derivatives. Its Markets Division, provides access to a deep pool of…
Added 16 mins ago
Cloud Operations Engineer II
Zafin
Toronto, ON
…and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at…
Added 16 mins ago
Business Developer Manager
Siemens
Montreal, QC
The Business Developer Manager is responsible for building strategic relationships with consulting engineers and design firms across Quebec. As a trusted technical advisor, this role…
Added 16 mins ago
S
Music Therapist
St.Amant
Winnipeg, MB
- Full-time
…supporting the community we serve. Reporting to the Senior Manager, Clinical Services and consistent with the Mission, Values and policies of St.Amant, the Music Therapist is a critical…
Added 16 mins ago
VC
Case Coordinator, Family Supports - Full-time
VON Canada (Ontario)
London, ON
- $27.68 to $29.41 CAD / hour
- Full-time
…of residential support from the Family Home Program. These services are funded by the Ministry of Children, Community and Social Services. The Coordinator reviews and assesses the needs of…
Added 16 mins ago
Graphic Designer, VPI (Value Partners Investments)
The Canada Life Assurance Company
Winnipeg, MB
Value Partners Investments (VPI) is looking for a creative and talented Graphic Designer. Reporting to the Marketing Manager, the successful candidate will be responsible for designing…
Added 16 mins ago
Reporting Analyst
Aecon
Pickering, ON
Ensure you and your family receive the services and benefits needed to support your mental, emotional, and physical well-being.
Added 16 mins ago
RM
Assistant Technical Audit Team
Regional Municipality of Peel
Brampton, ON
- Other
Reporting to the Program Manager, Policy Research and Business Strategies, you will assist with organizing and preparing waste composition data for the Waste planning team.
Added 30 mins ago
MC
Member Services Representative - Part Time (Pendale)
Meridian Credit Union
St. Catharines, ON
- $45,000 to $49,000 CAD / year
- Part-time
Develop goals with Manager that are clearly defined, measurable and achievable, and align them to business unit and strategic priorities for Meridian
Added 30 mins ago
AP
Senior Manufacturing Systems Engineer
Atlantic Packaging Products Ltd.
Toronto, ON · Scarborough, ON
- Full-time
…facilities. Reporting to the Senior Technical Strategies & Solutions Manager, the role strengthens the Technical Services Group's ability to execute more projects, solve complex operating…
Added 30 mins ago
Associate Development Manager
Electronic Arts
Vancouver, BC
The EA SPORTS™ Technical Team is seeking an Associate Development Manager (ADM) to manage and coordinate a variety of technical disciplines while supporting cloud infrastructure and live…
Added 30 mins ago
LC
Staff Pharmacist
Loblaw Companies Limited
North Sydney, NS
- Full-time
…philosophy that includes: Pharmacy, Dietitian, Medical and Optical…
Added 30 mins ago
LC
Pharmacy Manager
Loblaw Companies Limited
Kingston, NS
- Full-time
…philosophy that includes: Pharmacy, Dietitian, Medical and Optical…

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: Dec 9, 2026
Experience: Minimum of 4 years of experience in the financial industry.
Posting language: English
Posted: Nov 9, 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 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, be licensed as a Portfolio Manager for discretionary or managed accounts with a CIRO-regulated investment dealer, and have completed the CIM designation and/or CFA Level 1. Strong communication, interpersonal, and relationship management skills are required; French proficiency is an asset.

Skills

Portfolio Management
Investment Solutions
Financial Planning
Tax Planning
Estate Planning
Insurance Planning
Client Communication
Risk Assessment
Wealth Management
Interpersonal Skills
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
Investment Solutions
Wealth Management
Financial Advisory
Financial Planning
Tax Planning
Estate Planning
Insurance
Client Relationships
Risk Profile
Client Service
French Language Proficiency

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