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Senior Portfolio Manager
1 month ago
Wealth management is a multifaceted field that requires expertise in financial planning, portfolio management, tax preparation, debt management, and estate planning.
This full-time on-site role for a Senior Portfolio Manager at Optimize Wealth Management involves overseeing investments, financial analysis, portfolio management, and asset management to optimize client portfolios and achieve their financial objectives effectively.
About the Role:- Oversee investments and manage client portfolios to ensure optimal returns
- Analyze financial data to inform strategic investment decisions
- Develop and implement tailored financial plans for clients
- Manage relationships with clients to deliver exceptional service
- Bachelor's degree in Finance or related field (CFA or MBA preferred)
- Proven experience in portfolio management and financial analysis
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
The estimated salary for this role is $120,000 - $180,000 per year, depending on experience and qualifications. This figure reflects the cost of living in Toronto, ON, and takes into account industry standards for senior-level positions.
About Us:Optimize Wealth Management is a premier wealth management firm dedicated to helping clients achieve their financial goals. We offer personalized financial solutions and expert guidance to ensure our clients' financial success.
