Optimize Financial Group
Canada, CA · Remote · Full-time
Client-Facing Portfolio Manager (Remote)
Posted 1 month ago
- Location
- Canada, CA
- Work mode
- Remote
- Employment
- Full-time
- Experience
- Lead
About the role
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…
Requirements
- experience in wealth management or portfolio management
- strong analytical skills
- client relationship focus
- ability to work remotely
Skills
- client relationship management
- wealth management
- financial analysis
- portfolio management
- risk assessment
- client communication
- financial planning
- remote collaboration
- performance reporting
- regulatory compliance
About the company
Optimize Financial Group
Posted via Adzuna
How to apply
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