Client-Facing Portfolio Manager (Remote)
About the role
About Optimize Wealth Management 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.
About Optimize Financial Group
At Optimize, we believe in creating wealth with intention. We offer a full suite of family office services, including financial planning, wills and estate planning, tax strategies, mortgages, loans, and insurance solutions, all designed to support every part of your financial life.
What sets our investment approach apart is its institutional strength. We focus on solid public companies with strong fundamentals, apply dynamic asset allocation that adapts to market shifts, and incorporate pension-style strategies that protect against downside risk while building lasting wealth.
Our holistic approach balances both protection and growth to give you the clarity and confidence to shape your financial future.
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Client-Facing Portfolio Manager (Remote)
About the role
About Optimize Wealth Management 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.
About Optimize Financial Group
At Optimize, we believe in creating wealth with intention. We offer a full suite of family office services, including financial planning, wills and estate planning, tax strategies, mortgages, loans, and insurance solutions, all designed to support every part of your financial life.
What sets our investment approach apart is its institutional strength. We focus on solid public companies with strong fundamentals, apply dynamic asset allocation that adapts to market shifts, and incorporate pension-style strategies that protect against downside risk while building lasting wealth.
Our holistic approach balances both protection and growth to give you the clarity and confidence to shape your financial future.