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Job descriptionWe 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 ManagementWe 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 1Licensed as a Portfolio Manager for discretionary or managed accounts with a CIRO regulated investment dealer4 Years of Work Experience within the Financial Industry where you have been exposed to extensive Financial Analysis or Investment Due DiligenceExcellent In-Person and Over-the-Phone Sales SkillsDetermined and Goals OrientedSelf-motivated with a strong work ethic and commitment to a career as a trusted Financial Advisor and Portfolio ManagerRecognition of the value of hard work and investing time to build a successful careerFrench language proficiencyWhat's in it for you?A competitive salaryWork in a rapidly growing, dynamic, and high-performing company within the downtown financial district