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Real Estate Investment Analyst jobs in Toronto, ON

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    • Licensed as a Portfolio Manager for discretionary or managed accounts with a CIRO-regulated investment dealer.
    • French language proficiency is an asset.
    • Understand and track local real estate market trends.
    • Experience in B2B sales, real estate, or supply chain management.
    • Real estate knowledge of Toronto market.
    • Collaborating with internal and external stakeholders to support investment activities.
    • Developing financial models with varying levels of complexity for…
    • Identify, qualify and pursue high-potential real estate opportunities across Canada.
    • Strong commercial acumen and in-depth knowledge of the retail and real…
    • Previous experience within a real estate owner/operator environment is strongly preferred.
    • 7–10+ years of commercial real estate experience, including direct…
    • Work-life harmony with access to an award-winning holistic wellness program,.
    • Continuous learning through our robust corporate curriculum and education…
    • Business development, investor relations, or real estate: 3 years (required).
    • You will not be responsible for providing investment advice or determining whether…
    • This is an excellent opportunity for someone who enjoys building client relationships, supporting advisors, and gaining deeper exposure to portfolio management,…
    • Strong knowledge of investment operations, regulatory compliance, and accounting principles.
    • Collaborate with Portfolio Managers to align operational processes…
    • Effectively communicate SIWM’s investment philosophy and strategy as well as understanding and articulating our investment thesis on a sector and individual…
    • § Cultivate and maintain professional relationships across the real estate finance, investment, development, and insurance industries.
    • Minimum of three (3) years of investment banking experience in a similar role – experience in both M&A and corporate finance preferred.
    • Minimum of two (2) years of investment banking experience in a similar role – experience in both M&A and corporate finance preferred;
    • Reporting directly to the Accounting Manager, the Property Accountant is responsible for adding value to QuadReal by providing meaningful financial information…
    • Demonstrated experience supporting large, diverse real estate portfolios.
    • Minimum five years of experience in real estate and asset management.
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Client-Facing Portfolio Manager
Optimize Financial Group
Toronto, ON
From $120,000 a year
Full-time
Apply now

Job details

From $120,000 a year
Full-time
Toronto, ON

Full job description

About Optimize Financial Group

Optimize Financial Group is a Toronto-based financial services firm supporting the evolving financial needs of clients through a personalized, disciplined, and relationship-driven approach to wealth management. As we continue to grow our Head Office team, we are seeking accomplished professionals who bring client trust, analytical rigor, and a strong commitment to long-term client relationships.

The opportunity

We are seeking an experienced Client-Facing Portfolio Manager to join our Portfolio Management and Financial Advisory Team at our Toronto headquarters. This is a client-facing role for an accomplished professional with strong technical knowledge across investments, financial planning, tax planning, estate planning, and insurance. The successful candidate will serve as a trusted representative to clients, providing thoughtful portfolio guidance and sophisticated wealth management solutions tailored to individual needs.

This opportunity is well suited to an experienced financial professional who is looking to join a dynamic and growing firm where they can continue to build their career, deepen client relationships, and contribute meaningfully to a high-performance team.

Key responsibilities

  • Conduct meaningful client conversations by phone to understand financial goals, priorities, and evolving needs.
  • Present and recommend tailored investment solutions aligned with each client’s objectives, risk profile, and broader financial picture.
  • Build and maintain trusted long-term relationships as a dedicated financial representative and portfolio manager.
  • Collaborate with internal teams to deliver a seamless and coordinated wealth management experience.
  • Contribute to the continued growth and reputation of the firm through exceptional client service, professionalism, and expertise.

Qualifications

  • Completion of the Canadian Investment Manager (CIM) designation and/or CFA Level 1.
  • Licensed as a Portfolio Manager for discretionary or managed accounts with a CIRO-regulated investment dealer.
  • Minimum of 4 years of experience in the financial industry.
  • Strong communication, interpersonal, and relationship management skills.
  • Confident, self-directed, and highly accountable with a strong work ethic.
  • French language proficiency is an asset.

Use of Artificial Intelligence in Recruitment

As part of our recruitment and selection process, we may use technology-enabled tools, including artificial intelligence (AI), to assist with certain aspects of candidate screening, assessment, scheduling, and application review. All hiring decisions are ultimately made by qualified individuals and are based on job-related criteria, qualifications, and business requirements.

Pay: From $120,000.00 per year

Work Location: In person

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