Client-Facing Portfolio Manager
1 month ago
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.
- 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
I agree to receive jobs matching this search by email and I agree to the Terms. I can cancel alerts at any time.
#J-18808-Ljbffr-
Client Portfolio Manager, Private Markets
5 days ago
Old Toronto, Canada Canadian Imperial Bank of Commerce Full timeClient Portfolio Manager, Private Markets page is loaded Client Portfolio Manager, Private Markets Apply locations Toronto, ON time type Full time posted on Posted Yesterday job requisition id 2320980 We’re building a relationship-oriented bank for the modern world. We need...
-
Client Portfolio Manager, Private Markets
5 days ago
Old Toronto, Canada Canadian Imperial Bank of Commerce Full timeClient Portfolio Manager, Private Markets page is loaded Client Portfolio Manager, Private Markets Apply locations Toronto, ON time type Full time posted on Posted Yesterday job requisition id 2320980 We’re building a relationship-oriented bank for the modern world. We need...
-
Client Portfolio Manager, Private Markets
4 days ago
Old Toronto, Canada Canadian Imperial Bank of Commerce Full timeClient Portfolio Manager, Private Markets page is loaded Client Portfolio Manager, Private Markets Apply locations Toronto, ON time type Full time posted on Posted Yesterday job requisition id 2320980 We’re building a relationship-oriented bank for the modern world. We need...
-
Old Toronto, Canada Ontario Centres of Excellence Full timeThe Opportunity: Reporting to the Director, Strategy & Programs - Automotive and Mobility, the Program Portfolio Manager is responsible for the day-to-day execution of programs within the Automotive and Mobility portfolio, with additional outward-facing program oversight responsibilities with funders and projects, including project monitoring, program...
-
Old Toronto, Canada Ontario Centres of Excellence Full timeThe Opportunity: Reporting to the Director, Strategy & Programs - Automotive and Mobility, the Program Portfolio Manager is responsible for the day-to-day execution of programs within the Automotive and Mobility portfolio, with additional outward-facing program oversight responsibilities with funders and projects, including project monitoring, program...
-
Old Toronto, Canada Ontario Centres of Excellence Full timeThe Opportunity: Reporting to the Director, Strategy & Programs - Automotive and Mobility, the Program Portfolio Manager is responsible for the day-to-day execution of programs within the Automotive and Mobility portfolio, with additional outward-facing program oversight responsibilities with funders and projects, including project monitoring, program...
-
Client Portfolio Manager, Private Markets
2 weeks ago
Toronto, Canada CIBC Full timeNous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients. À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...
-
Portfolio Management Assistant
4 weeks ago
Toronto, Canada Royal Bank of Canada Full time**Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...
-
Questrade | Associate Portfolio Manager
4 weeks ago
Old Toronto, Canada BestForexBonus.com Full timeJob description: Support Portfolio Manager with client interactions and follow-up processes. Build relationships with clients and ensure the top-notch client experience. Support onboarding clients to Questwealth Portfolios. Assist the Portfolio Manager in collecting and analyzing customer information to determine the suitability. Assist in preparing daily...
-
Questrade | Associate Portfolio Manager
1 month ago
Old Toronto, Canada BestForexBonus.com Full timeJob description: Support Portfolio Manager with client interactions and follow-up processes. Build relationships with clients and ensure the top-notch client experience. Support onboarding clients to Questwealth Portfolios. Assist the Portfolio Manager in collecting and analyzing customer information to determine the suitability. Assist in preparing daily...
-
Questrade | Associate Portfolio Manager
4 days ago
Old Toronto, Canada BestForexBonus.com Full timeJob description: Support Portfolio Manager with client interactions and follow-up processes. Build relationships with clients and ensure the top-notch client experience. Support onboarding clients to Questwealth Portfolios. Assist the Portfolio Manager in collecting and analyzing customer information to determine the suitability. Assist in preparing daily...
-
Questrade | Associate Portfolio Manager
4 weeks ago
Old Toronto, Canada BestForexBonus.com Full timeJob description: Support Portfolio Manager with client interactions and follow-up processes. Build relationships with clients and ensure the top-notch client experience. Support onboarding clients to Questwealth Portfolios. Assist the Portfolio Manager in collecting and analyzing customer information to determine the suitability. Assist in preparing daily...
-
Portfolio Associate
2 weeks ago
Old Toronto, Canada Yorkville Asset Management Inc. Full timeABOUT USYorkville Asset Management is a boutique wealth management service provider that caters to affluent Canadians and institutions. Yorkville operates from its head office in Toronto, and through two satellite offices in Calgary and Ottawa. Yorkville’s competitive advantage is derived from its focus on client services, natural bias to investing in the...
-
Portfolio Associate
3 weeks ago
Old Toronto, Canada Yorkville Asset Management Inc. Full timeABOUT USYorkville Asset Management is a boutique wealth management service provider that caters to affluent Canadians and institutions. Yorkville operates from its head office in Toronto, and through two satellite offices in Calgary and Ottawa. Yorkville’s competitive advantage is derived from its focus on client services, natural bias to investing in the...
-
Portfolio Associate
3 weeks ago
Old Toronto, Canada Yorkville Asset Management Inc. Full timeABOUT USYorkville Asset Management is a boutique wealth management service provider that caters to affluent Canadians and institutions. Yorkville operates from its head office in Toronto, and through two satellite offices in Calgary and Ottawa. Yorkville’s competitive advantage is derived from its focus on client services, natural bias to investing in the...
-
Toronto, Canada Ontario Centre of Innovation Full time**The Opportunity**: Reporting to the Director, Strategy & Programs - Automotive and Mobility, the Program Portfolio Manager is responsible for the day-to-day execution of programs within the Automotive and Mobility portfolio, with additional outward-facing program oversight responsibilities with funders and projects, including project monitoring, program...
-
Analyst, Portfolio Management, CFG
2 weeks ago
Old Toronto, Canada Equitable Group Full timeThursday, May 13, 2021 Canada's Challenger BankEquitable Group Inc. trades on the Toronto Stock Exchange (TSX: EQB and EQB.PR.C) and serves a growing number of Canadians through Equitable Bank, Canada's Challenger Bank. Equitable Bank has grown to become the country's eighth largest independent Schedule I bank with a clear mandate to drive real change in...
-
Analyst, Portfolio Management, CFG
2 weeks ago
Old Toronto, Canada Equitable Group Full timeThursday, May 13, 2021 Canada's Challenger BankEquitable Group Inc. trades on the Toronto Stock Exchange (TSX: EQB and EQB.PR.C) and serves a growing number of Canadians through Equitable Bank, Canada's Challenger Bank. Equitable Bank has grown to become the country's eighth largest independent Schedule I bank with a clear mandate to drive real change in...
-
Analyst, Portfolio Management, CFG
2 weeks ago
Old Toronto, Canada Equitable Group Full timeThursday, May 13, 2021 Canada's Challenger BankEquitable Group Inc. trades on the Toronto Stock Exchange (TSX: EQB and EQB.PR.C) and serves a growing number of Canadians through Equitable Bank, Canada's Challenger Bank. Equitable Bank has grown to become the country's eighth largest independent Schedule I bank with a clear mandate to drive real change in...
-
Portfolio Analyst
4 weeks ago
Toronto, Canada Royal Bank of Canada Full time**Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...
