Company Description
Optimize Wealth Management (Optimize Inc.), located in Toronto, ON, is a premier wealth management company that provides personalized financial solutions and advice to its clients.
The company's financial services and solutions include financial planning, portfolio management, tax preparation, debt management, and estate planning.
Optimize Wealth Management's commitment to matching clients' financial and life goals with personalized strategies and customer service experiences that exceed goals is at the core of its entirely holistic approach.
The company's values include honesty, persistence, teamwork, and excellence.
Job Description
We are looking for an Advisor's Associate to join our team. This is a full-time on site role that requires strong administrative skills along with familiarity of all core aspects of wealth management and investment account types.
We are looking for people who are driven, committed and who are passionate about what they do. You need to be extremely detail oriented and organized.
Key Responsibilities
- Serve as a primary point of contact for Advisor teams, addressing inquiries and ensuring timely responses to requests.
- Manage client onboarding, including preparing paperwork, setting up accounts, and ensuring all compliance requirements are met.
- Evaluating information gathered from multiple sources ensuring consistency.
- Following up and reporting on missing documentation / information.
- Maintain up-to-date client files, records, and databases to ensure accuracy and compliance.
- Coordinate and assist with special projects as assigned.
Job Requirements
Must-have :
- A minimum of 2 years' of applicable experience
- Excellent attention to detail
- Knowledge of various investment types and investment accounts
- Ability to prioritize tasks and work accurately under pressure
- Ability to work in person full-time
Nice-to-have :
Completion or working towards the completion of the Canadian Securities Course (CSC) or Chartered Investment Manager (CIM) designation
What's in it for you?
- A competitive salary
- Work in a rapidly growing, dynamic, and high-performing company within the downtown financial district
- Comprehensive Benefits
If you feel that the above describes what you are looking for in your next role, please reply with your resume and a description of how your skills would make you an ideal candidate for this position.
Advisor's Associate
We are looking for an Advisor's Associate to join our team. Serve as a primary point of contact for Advisor teams, addressing inquiries and ensuring timely responses to requests. ...
Associate Advisor
As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping deepen existing relationships and welcome new clients to the firm. Leverage your talent for planning to facilitate, ...
Associate Advisor
As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping deepen existing relationships and welcome new clients to the firm. Leverage your talent for planning to facilitate, ...
Advisor Services Associate (Transfers)
Our Operations team is currently growing! We’re seeking an Advisor Services Associate – someone who can provide exceptional client service and support to existing advisors and sales assistants to ensure a high level of accuracy and timely transactional processing. Advisor Services Associate (Transfe...
Associate Wealth Advisor & Financial Planner
As an Associate Wealth Advisor & Financial Planneryour role is to deliver customized financial planning advice and wealth management strategies to our High-Net-Worth (HNW) Clients. Work with the Portfolio Manager & Wealth Advisor and his team and with internal RBC planning experts (including Financi...
Associate Insurance Advisor I
The Associate Insurance Advisor I is a key player in the support and development of the agency operation primarily through the sales and service of Co-operators personal lines products (auto and home insurance) and may provide some basic support for additional product lines. ...
Associate Financial Service Specialist/Associate Financial Advisor
Nous bâtissons une banque axée sur les relations pour un monde moderne.Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir.Les membres de notre éq...
Senior Associate Wealth Advisor & Financial Planner
As Associate Wealth Advisor & Financial Planner your role is to deliver customized advice and wealth management strategies to our High-Net-Worth (HNW) Clients. ...
Associate Advisor
Coordinate meetings and events for the Investment Advisor with clients and prospects: help determine agenda and key topics, prepare documentation, execute post-meeting work. Support the administrative functions of the advisory team. Support your advisory team with new client acquisition. Co-manage c...
Senior Associate, Wealth Management (Global Client Group)
Dimensional's Canadian Wealth Management group is responsible for developing new business as well as managing current relationships with financial advisors. Reporting to a Senior Relationship Manager the Senior Associate will provide relationship management and analytical support in helping to grow ...