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Cfa Remote Jobs in Toronto, ON (NOW HIRING)

Optimize Financial Group

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Client-Facing Portfolio Manager (Remote)

Toronto, ON · Remote

This is a remote position, with working hours aligned to the Pacific Time Zone. This is a client ... Completion of the Canadian Investment Manager (CIM) designation and/or CFA Level 1. * Licensed as a ...

Mercor

Investment Research Analyst

Toronto, ON · Remote

CA$105/hr

Remote Commitment: 10-20 hours/week Role Responsibilities * Conduct equity and macroeconomic ... Preferred * CFA Level I/II candidate. * Exposure to public equities or asset management.

Vosyn

Finance - Subject Matter Expert

Etobicoke, ON · On-site +1

$250/hr

Fully Remote Compensation: Hourly ($250) Company Overview: At Vosyn, we embrace the exciting, game ... CFA designation * Extensive experience in AI/technology sector financing * International ...

Mercor

Investment Analyst - Valuation Expert

Toronto, ON · Remote

CA$80 - CA$120/hr

Remote Role Responsibilities * Evaluate AI-generated artifacts against domain-specific quality rubrics. * Identify factual, aesthetic, and presentation errors in documents, spreadsheets, and slide ...

Mercor

FP&A Expert - Corporate Finance

Toronto, ON · Remote

CA$80 - CA$120/hr

Remote Role Responsibilities * Evaluate AI-generated artifacts against domain-specific quality rubrics. * Identify factual, aesthetic, and presentation errors in documents, spreadsheets, and slide ...

AMLB

Manager, Cloud Finance Services

Toronto, ON · Remote

** This is a remote-based opportunity from anywhere in Canada ** THE POSITION Due to current demand and anticipated organizational growth, AMLB has identified a need to conduct a search for a Manager ...

AMLB

Manager, Cloud Finance Services

Toronto, ON · Remote

This is a remote-based opportunity from anywhere in Canada ** THE POSITION Due to current demand and anticipated organizational growth, AMLB has identified a need to conduct a search for a Manager ...

Lifeworks

Investment Analyst

Toronto, ON · On-site +1

While we have offices in cities listed, we're fully equipped to support remote work. If you're near ... Completion of CFA Level 1 exam Salary Range: $60,000 - $75,000 Actual total compensation will be ...

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$17.2K

$73.4K

$169.4K

How much do cfa remote jobs pay per year?

As of Aug 8, 2026, the average yearly pay for cfa remote in Toronto, ON is $73,372.00, according to ZipRecruiter salary data. Most workers in this role earn between $29,584.00 and $104,977.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the CFA remote position?

To excel as a CFA Remote professional, you'll need a strong command of financial analysis, investment management, and accounting principles, generally supported by the Chartered Financial Analyst (CFA) designation. Familiarity with financial modeling software, data analytics platforms, and tools like Excel or Bloomberg Terminal is often required. Outstanding communication, self-motivation, and time management are key soft skills for remote collaboration and productivity. These competencies ensure accurate analysis, effective client interaction, and reliable results in a virtual work environment.

What is a CFA remote?

A CFA Remote job is a position that allows a Chartered Financial Analyst (CFA) to work from a location outside of a traditional office, typically from home or another remote setting. These roles often involve financial analysis, portfolio management, investment research, or risk assessment. Many remote CFA jobs are found in asset management, investment banking, financial consulting, and fintech industries. Technology and virtual collaboration tools enable CFAs to perform their responsibilities effectively without being physically present in an office.

What are some common challenges faced by remote CFAs and how can they be addressed?

Remote CFAs often face challenges related to maintaining clear communication and collaboration with distributed teams or clients, as well as managing their own schedules independently. Staying up-to-date with real-time market information and confidential client data also requires disciplined use of secure digital tools and platforms. To address these, remote CFAs benefit from establishing structured daily routines, leveraging technology for video meetings and data access, and fostering strong virtual relationships with colleagues and clients. Being proactive about regular updates and seeking feedback can further help ensure effective teamwork and professional development in a remote setting.

What are the most commonly searched types of Cfa jobs in Toronto, ON? The most popular types of Cfa jobs in Toronto, ON are:
What are popular job titles related to Cfa Remote jobs in Toronto, ON? For Cfa Remote jobs in Toronto, ON, the most frequently searched job titles are:
What job categories do people searching Cfa Remote jobs in Toronto, ON look for? The top searched job categories for Cfa Remote jobs in Toronto, ON are:
Cfa Remote jobs near you
Infographic showing various Cfa Remote job openings in Toronto, ON as of August 2026, with employment types broken down into 88% Full Time, 4% Part Time, and 8% Contract. Highlights an 100% Remote job distribution, with an average salary of $73,372 per year, or $35.3 per hour.

Client-Facing Portfolio Manager (Remote)

Optimize Financial Group

Toronto, ON • Remote

Full-time

Posted 12 days ago

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Job description

About Optimize Wealth Management

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. This is a remote position, with working hours aligned to the Pacific Time Zone. 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.