Find work in Canada.

625,637 jobs across our Canadian network. How we count

Jobs in Canada

26+ jobs

Email me new jobs Save this search

Added 1 day ago
H
IT Project Manager
HrBrain
Featured · Posted directly by employer
Waterloo, ON
- $70 CAD / hour
- Contract
Financial-services or another highly regulated industry experience is particularly relevant to the role.
Added 12 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 13 mins ago
BG
Manager, Banking Operations
Butterfield Group
Moncton, NB
- Full-time
Butterfield Support Services (Canada) Limited provides centralized shared services and support to the Butterfield Group in the areas of Finance and Accounting, Human Resources, Information…
Added 13 mins ago
MI
Registered Massage Therapist - PT
Marriott International
Vancouver, BC
- Part-time
Provide massage services to guests using props and/or products. Provide body treatments to guests using body scrubs, wraps, and/or hydrotherapy. Assess guest needs and inquire about…
Added 13 mins ago
BC
Registered Practical Nurse - Cardiology/Telemetry
Brant Community Healthcare System
Brantford, ON
- Full-time
Brantford General Hospital – Our acute care hospital offering a full spectrum of inpatient and outpatient services.
Added 13 mins ago
BC
Registered Practical Nurse - Cardiology/Telemetry
Brant Community Healthcare System
Brantford, ON
- Full-time
Brantford General Hospital – Our acute care hospital offering a full spectrum of inpatient and outpatient services.
Added 13 mins ago
BC
Bed Allocator
Brant Community Healthcare System
Brantford, ON
- Full-time
Brantford General Hospital – Our acute care hospital offering a full spectrum of inpatient and outpatient services.
Added 13 mins ago
BC
Registered Practical Nurse - Critical Care
Brant Community Healthcare System
Brantford, ON
- Full-time
Brantford General Hospital – Our acute care hospital offering a full spectrum of inpatient and outpatient services.
Added 13 mins ago
BC
Registered Practical Nurse - Critical Care
Brant Community Healthcare System
Brantford, ON
- Full-time
Brantford General Hospital – Our acute care hospital offering a full spectrum of inpatient and outpatient services.
Added 13 mins ago
MV
Resident and Family Services Coordinator (Social Worker or Social Services Worker)
Maple Villa Long Term Care Centre
Burlington, ON
- Full-time
Under the direction of the Administrator, the Resident/Family Services Coordinator is responsible and accountable for providing a smooth transition for resident admission and continued…
Added 13 mins ago
OF
Client-Facing Portfolio Manager
Optimize Financial Group
Toronto, ON
- Full-time
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…
Added 13 mins ago
MI
Registered Massage Therapist (Casual)
Marriott International
Toronto, ON
- Part-time
Provide massage services to guests using props and/or products. Provide body treatments to guests using body scrubs, wraps, and/or hydrotherapy. Assess guest needs and inquire about…
Added 13 mins ago
MI
Spa Registered Massage Therapist
Marriott International
AB · Edmonton, AB
- Part-time
Provide massage services to guests using props and/or products. Provide body treatments to guests using body scrubs, wraps, and/or hydrotherapy. Assess guest needs and inquire about…
Added 13 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 13 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 13 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 13 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 13 mins ago
Unit Clerk Float
Winnipeg Regional Health Authority
Winnipeg, MB
CancerCare Manitoba is a provincial agency which provides clinical and academic services and leadership for cancer control and the treatment of blood disorders. Our shared vision of leading…
Added 13 mins ago
Physiotherapist - Rehabilitation & Supportive Care Services
Nova Scotia Health and IWK Health
Dartmouth, NS
The physiotherapist works under the supervision of a CZ Manager and is a member of the interdisciplinary Seniors Care Team responsible for providing service to seniors >65 years of age in…
Added 13 mins ago
Journeyperson Heavy Duty Mechanic
Sanjel Energy Services Inc
AB · Acheson, Alberta
At Sanjel Energy Services, our people drive our success. We're always seeking talented individuals – whether you're an experienced professional or launching your career in the energy…
Added 28 mins ago
OR
Wireless Sales Associate - Gander
OSL Retail Services Inc
Gander, NL
- Other
Looking for a career where your effort directly impacts your earnings? At OSL Retail Services, people are at the heart of everything we do. Founded in 2012 and recognized as one of Canada's…
Added 28 mins ago
HP
Building Manager
Hazelview Properties
Regina, SK
- Full-time
A professional demeanor with strong communication skills
Added 28 mins ago
MC
Member Services Representative - Part Time (Pendale)
Meridian Credit Union
St. Catharines, ON
- $45,000 to $49,000 CAD / year
- Part-time
…patience and empathy. While positioning Meridian’s products and services to add value to our Members financial…
Added 28 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 28 mins ago
MI
Senior Manager, Fund Accounting, Private Markets
MUFG Investor Services
Vancouver, BC
- $105,000 to $154,000 CAD / year
- Full-time
MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks…
Added 28 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…

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

Report this job