Remote Client-Facing Portfolio Manager

Remote Portfolio Manager expertise meets personalized wealth management at Optimize Financial Group, with client conversations aligned to Pacific Time Zone hours.

Optimize Financial Group seeks an experienced Client-Facing Portfolio Manager for its Portfolio Management and Financial Advisory Team. This professional will apply investment, financial planning, tax planning, estate planning, and insurance knowledge. The position provides tailored portfolio guidance and wealth management solutions for individual client needs.

Key Responsibilities:

• Conduct phone conversations about financial goals, priorities, and evolving needs
• Recommend investment solutions aligned with objectives and risk profiles
• Build trusted long-term client relationships as financial representative
• Collaborate with internal teams on coordinated wealth management
• Support firm growth through exceptional service and expertise

Requirements:

• Complete Canadian Investment Manager designation and/or CFA Level 1
• Hold Portfolio Manager licensing with a CIRO-regulated investment dealer
• Bring at least four years of financial industry experience
• Demonstrate strong communication and relationship management skills
• Work confidently, independently, accountably, and professionally

Apply portfolio management, financial planning, and relationship skills while serving Optimize Financial Group clients remotely across Pacific hours.