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. Key responsibilities:
Host over-the-phone client meetings to understand their financial goals and needs. Present and recommend tailored investment solutions that align with individual client objectives. Conduct thorough financial analysis and investment due diligence to support portfolio management decisions. Build and maintain trusted relationships with clients as their dedicated financial advisor and portfolio manager. Collaborate with internal teams to ensure a holistic approach to client wealth management. Contribute to the growth and success of the firm through commitment to client service excellence and business develop...