Optimize Financial Group 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.
We are looking for a Financial Service Associate to join our team. This back-office role 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.
As a member of the Financial Services Team, your role would entail:
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.
#J-18808-LjbffrFinancial Services Associate • Toronto, Ontario, CA
Everyday, somewhere in the world, important decisions are made.Whether it is a private equity company deciding to invest millions into a business or a large corporation implementing a new strategic... Voir plus
Business Line: Individual Life Solutions.Markham and Toronto, Hybrid (https://www.NFP’s individual Solutions Division includes the key services of life insurance including, life insurance, living b... Voir plus
As an award-winning company, PFSL/ Primerica Inc.Wall Street Concepts to Main Street Families.Since our founding on February 10th, 1977, we have been committed to serving middle-income families acr... Voir plus
A leading financial institution in Toronto is seeking an Administrative Associate to support Wealth Advisors in delivering exceptional client service.The role involves managing administrative proce... Voir plus
We are seeking 4 new Associates to join our Private Capital (“PC”) team across multiple sector pods.Based in Toronto, you will be an integral part of a team focused on direct investments in North A... Voir plus
We are seeking 4 new Associates to join our Private Capital (“PC”) team across multiple sector pods.Based in Toronto, you will be an integral part of a team focused on direct investments in North A... Voir plus
InTandem Talent is Octacom's Talent Acquisition Partner.Octacom is an enterprise software and services company focused on document and data management solutions.Founded in 1976 and headquartered in... Voir plus
PBY Capital was founded in 2020 to serve the specific needs of family offices, institutional clients, and other sophisticated investors.We provide access to a select set of investment strategies an... Voir plus
Explore a home-based financial services role focused on family protection and integrity.Make an impact while enjoying the flexibility of remote work! At Global Elite Empire Consultants, we are loo... Voir plus
Step into a fast-paced role as a Financial Client Services Coordinator.Engage directly with family offices and institutional clients to enhance service and support.In this role, your focus will be ... Voir plus
North American advertising industry, setting a new standard for measurable impact, transparency, and accountability for both our team and the clients we partner with.We are a privately owned, Toron... Voir plus
PwC seeks a Financial Services Senior Associate in Capital Markets consulting to optimize operational efficiency, develop strategies, and drive business performance for clients. Voir plus
Step into a Financial Services Associate role with BDO in Toronto, specializing in Transaction Services.This position involves extensive financial analysis and collaboration with clients and counte... Voir plus
Take on a pivotal role as a Senior Associate Consultant at TELUS, specializing in Group Annuity administration and client relationship management.This role is ideal for detail-oriented professional... Voir plus
As an Associate at JPMorgan, you will join one of the world’s top five most admired and prominent companies.For JPMorgan, people are our strength and the diverse talents they bring to our global wo... Voir plus
As an Associate at JPMorgan, you will join one of the world’s top five most admired and prominent companies.For JPMorgan, people are our strength and the diverse talents they bring to our global wo... Voir plus
Operations Associate, Private Client Investment Services.This range is provided by Hillsdale Investment Management Inc.Your actual pay will be based on your skills and experience — talk with your r... Voir plus
Join a dynamic and engaging team that thrives on collaboration, innovation, and growth.The Associate role within our Financial Services Group is an exciting, transformative opportunity to contribut... Voir plus
PwC is seeking a Senior Associate for their Financial Services Consulting practice in Capital Markets.The role involves optimizing operational efficiency, analyzing client needs, developing strateg... Voir plus
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues.In this role, you will help wealth advisors to stand out ... Voir plus
