Full-time
Strategic Client-Facing Portfolio Manager
Posted by Optimize Financial Group • Toronto, ON, Canada
About the Role
A financial services firm in Toronto is seeking a dedicated professional to join their Portfolio Management and Financial Advisory Team. This role emphasizes client relationship management and requires knowledge in investments, financial planning, and portfolio management. Candidates should have the Canadian Investment Manager designation or CFA Level 1, along with at least 4 years of experience in financial analysis. Strong interpersonal skills are essential, and proficiency in French is a plus. The work environment promotes a goal-oriented culture.
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Submit your application today and take the next step in your career journey with Optimize Financial Group.
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