Optimize Wealth Management is a fast-growing financial services firm based in Toronto. We are rapidly expanding our Head Office team to support national growth. With an entrepreneurial and goal-oriented culture, we seek driven and committed professionals who are passionate about helping clients achieve their financial objectives.
Client-Facing Portfolio Manager • Toronto, ON, CA
This role plays a fundamental part within the Personal Insurance Portfolio Management team by co‑leading the central analytical engine required to support Definity’s portfolio objectives.Reporting ... Show more
A leading payments technology company is seeking a Client Services Manager for its Visa Direct team in Toronto.The role requires managing relationships with key Platinum clients, ensuring service e... Show more
Oversee the operational performance and strategic planning of a portfolio of commercial real estate assets, ensuring consistent execution of Allied’s standards across property operations, asset pla... Show more
An independent asset manager in Toronto is seeking a motivated Senior Client Associate to join their sales team.This role involves conducting portfolio analyses, preparing client reports, and devel... Show more
La Banque de l’infrastructure du Canada (BIC), dont le siège social est à Toronto, a la responsabilité d’investir dans de nouveaux projets d’infrastructures.La mission de la BIC est de travailler a... Show more
McCain has embarked on an ambitious digital transformation across our business from Agriculture to Manufacturing and commercial capabilities to enhance our Customer obsession.As part of this transf... Show more
A leading financial services firm in Toronto seeks a dedicated individual for a customer service role.Responsibilities include supervising client workflows, coordinating processes, and ensuring tim... Show more
Provide expert mortgage guidance as a Bilingual Mortgage Solutions Manager.Manage the comprehensive client journey in both English and French, focusing on customized solutions and strong relationsh... Show more
We are seeking a full‑time permanent Portfolio Manager to join our Investment Management team.The Portfolio Manager will play a key role in managing North American investment‑grade corporate credit... Show more
Application Deadline:08/03/2026Address:100 King Street WestJob Family Group:Customer SolutionsUnder the day-to-day direction of the Associate Director and Lead, the primary role of the Portfolio An... Show more
Take the next step in your career with Solactive AG as a Client Operations Associate focusing on Equity Index.This role is perfect for those with a passion for data-driven insights and client relat... Show more
Take on a pivotal role as a Client Operations Senior Associate at Guardian Capital Group.Facilitate high-level client service and team management within a premier financial environment.This positio... Show more
About Chartered Professional Accountants of Canada.Chartered Professional Accountants of Canada (CPA Canada) is one of the most influential accounting organizations in the world.As a non-regulatory... Show more
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 wealt... Show more
Manage client portfolios, act as an investment liaison, and communicate portfolio strategy and market insights across institutional, retail, and private wealth channels.This technical, client-facin... Show more
Transform portfolio analysis at Definity as the Senior Manager focusing on scenario analysis and insights generation.Lead a dedicated team in achieving data-driven excellence within Personal Insura... Show more
We have a new opportunity for a Portfolio Manager to join our Portfolio Management team, with a primary focus on U.Reporting to the Co-CIO, this individual will play a key role in advancing the fir... Show more
Join EQB as the Director of Portfolio Management & Partnerships, leading credit card strategy and enhancing the customer experience across Canada.Drive significant P&L impact and build strategic re... Show more
Manage a portfolio of corporate clients, executing FX hedging, lending, payments and cash management.Upsell products, collaborate with sales, and build client relationships to drive revenue and bus... Show more
You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.Current work authorization for Canada is required for all openings.The work location for this rol... Show more
){kind=logo}
