Client-Facing Portfolio Manager
Toronto, ONTemps plein
OF
Optimize Financial Group
4+ ansOptimize Financial Group needs at least 4 years in the financial industry, the CIM designation and/or CFA Level 1, and a CIRO-regulated Portfolio Manager licence for discretionary accounts. Strong communication, relationship management and self-directed accountability are also required, with French as an asset.
CIM, CFA, CIRO, Communication skills, Client relationship management