Job Description
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.
The opportunity:
We are actively looking for talented individuals to join our Portfolio Management and Financial Advisory Team at our Toronto headquarters. This role requires comprehensive knowledge across core wealth management areas, including investments, financial planning, tax planning, estate planning, and insurance. If you have a financial background and excel at building strong client relationships, this opportunity allows you to advance your career in a dynamic environment.
Key responsibilities:
- Host over-the-phone client meetings to understand their financial goals and needs.
- Present and recommend t...