Client-Facing Portfolio Manager (Remote)

CanadaRemote (region-locked)SeniorFound 3 days ago
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portfolio managementclient relationship managementfinancial planninginvestment managementrisk managementcfacpa

Job Description Job Description 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 e…

Optimize Financial GroupClient-Facing Portfolio Manager (Remote)
Apply to this job