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⏰ Full-time

Client-First Wealth & Portfolio Advisor

Optimize Financial Group
Location 📍 toronto, Canada
Posted 📅 June 10, 2026
Work Type ⏰ Full-time

Position Overview

A financial services firm in Toronto is seeking a dedicated financial advisor to provide client support and investment solutions. This role involves conducting client meetings, understanding financial goals, recommending tailored investment strategies, and maintaining long-term client relationships. Candidates should possess the CIM designation or CFA Level 1 and have at least 4 years of relevant experience in financial analysis or due diligence. Candidates fluent in French will have an advantage.
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Job Details

Employment Type
Full-time
📊
Category
Other-General
🏠
Work Arrangement
On-site
📍
Location
toronto, Canada