Remote Client-Facing Portfolio Manager (Wealth Advisory)

Optimize Financial Group, a Toronto-based wealth management firm, seeks an experienced Client-Facing Portfolio Manager to join our Portfolio Management and Financial Advisory Team. This is a remote position with Pacific Time hours, serving as a trusted advisor to clients and delivering tailored investment solutions.

The ideal candidate has 4+ years in finance, CIM designation and/or CFA Level 1, and holds a CIRO-regulated dealer license.