Optimize Wealth Management is a premier wealth management firm in Toronto, ON, dedicated to achieving our clients' financial goals. We offer personalized financial solutions covering financial planning, portfolio management, tax preparation, debt management, and estate planning. Our holistic approach focuses on matching clients' financial and life goals with personalized strategies for success.

The opportunity:

We are actively looking for talented individuals to join our Portfolio Management and Financial Advisory Team. This is a remote position, with working hours aligned to the Pacific Time Zone. 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: