Portfolio Manager at Optimize Wealth Management
Location
toronto, on
Job Type
Full-time
Category
Other-General
Posted
June 16, 2026
Drive client success with Optimize Wealth Management as a Portfolio Manager in Toronto. This role emphasizes strategic investment planning and relationship-building for tailored financial solutions.
Optimize Wealth Management seeks an experienced Portfolio Manager to join its Toronto team. The ideal candidate will have a solid background in financial analysis, tax, and estate planning skills, focusing on enhancing client wealth while fostering strong relationships. This client-centric position requires teamwork and a comprehensive understanding of wealth management.
Key Responsibilities:
• Conduct client meetings to evaluate financial goals
• Present customized investment recommendations
• Perform in-depth financial analysis for portfolio success
• Establish and develop client relationships over time
• Collaborate with teams for comprehensive wealth management
Requirements:
• CIM designation or CFA Level 1 completed
• CIRO-regulated Portfolio Manager licen...
Optimize Wealth Management seeks an experienced Portfolio Manager to join its Toronto team. The ideal candidate will have a solid background in financial analysis, tax, and estate planning skills, focusing on enhancing client wealth while fostering strong relationships. This client-centric position requires teamwork and a comprehensive understanding of wealth management.
Key Responsibilities:
• Conduct client meetings to evaluate financial goals
• Present customized investment recommendations
• Perform in-depth financial analysis for portfolio success
• Establish and develop client relationships over time
• Collaborate with teams for comprehensive wealth management
Requirements:
• CIM designation or CFA Level 1 completed
• CIRO-regulated Portfolio Manager licen...