Job description

We are actively looking for people to join our Portfolio Management and Financial Advisory Team in our Toronto Head Office. This role requires familiarity with all core aspects of wealth management such as investments, financial planning, tax planning, will and estate planning, and insurance. If you have a financial background and you are good at building client relationships then this is a great opportunity to join our firm and build out your career.

About Optimize Wealth Management

We are a fast growing financial services firm based in Toronto and are rapidly building out our Head Office Team to support our national expansion. We are very entrepreneurial and goal-oriented and are looking for people who are driven, committed, and who are passionate about helping clients.

Your role will entail hosting ongoing client meetings: These ‘in-person’ and ‘over-the-phone’ discussions with our clients will focus on understanding their needs and objectives while in turn presenting them with the right investment solutions for their particular needs.

Must-have:

• Completion of the CIM and/or CFA Level 1
• Licensed as a Portfolio Manager for discretionary or managed accounts with a CIRO regulated investment dealer
• 4 Years of Work Experience within the Financial Industry where you have been exposed to extensive Financial Analysis or Investment Due Diligence
• Excellent In-Person and Over-the-Phone Sales Skills
• Determined and Goals Oriented
• Self-motivated with a strong work ethic and commitment to a career as a trusted Financial Advisor and Portfolio Manager
• Recognition of the value of hard work and investing time to build a successful career
• French language proficiency

What's in it for you?

• A competitive salary
• Work in a rapidly growing, dynamic, and high-performing company within the downtown financial district