Associate, Financial Services Group

Continued growth has created exciting opportunities for an Associate to join our Financial Services Practice.

The successful candidates will have the opportunity to collaborate, build and succeed as part of a team of high performing professionals. You will have the ability to share challenges and rewards that come from working with a dynamic group of entrepreneurial thinkers, who come from diverse background and fields of specialty, with a passion for growing businesses - both ours and our clients’.

Our Associates demonstrate a high level of project management, technical skills, and depth of industry knowledge while working on various projects across multiple lines of business within our Financial Services Practice.

If you are ambitious, enthusiastic and adaptable with the ability to solve complex business problems in a fast‑paced environment, we want to hear from you. You will bring solid working experience and an in‑depth understanding of the processes within the Banking and Financial Services industry. You are confident and have the ability to wear multiple hats while adapting to changing needs and working environments while working independently and within a team.

About Us

Optimus SBR is a leading management consulting firm and an award‑winning workplace. Recognized by Great Place to Work® as one of the Best Workplaces™ in Professional Services 2024, and by Waterstone Human Capital® as one of Canada’s Most Admired Corporate Cultures™, we help organizations get done what isn’t.

Our team of committed consultants swiftly takes action to deliver innovative and impactful results. We are the largest independently owned Canadian management‑consulting firm – a place where people and culture come first. Our market positioning is based on attracting the best people who are insatiably curious, entrepreneurial thinkers, hard‑working, and bold.

Culture is Everything. Period.

That’s why we’ve been consistently rated one of the best places to work in North America – and are one of the fastest‑growing. As a firm built on culture, we value our people and their growth. Each of us embodies the entrepreneurial spirit and has something unique to contribute. From employee‑championed committees to celebratory events and learning paths, we cultivate a positive and engaging work environment.

What’s in it for You?

• Growth Opportunities: Build your career through challenging, impactful projects and continuous learning
• Diverse Workplace: Collaborate with professionals from unique backgrounds, fostering innovation
• Flexibility & Autonomy: Enjoy the freedom to take ownership of your work and drive meaningful results
• Leadership Development: Develop your skills through mentorship and career‑progression opportunities

Responsibilities

• Ability to execute end‑to‑end solutions to meet client’s needs as specified by the project manager
• This includes creating process maps, supporting metrics, progress reports, client briefings, presentations, deliverables and recommendation documents
• Review and editing of requirements, specifications, business processes and/or recommendations related to proposed solutions
• Actively participate in change management activities
• Complete assigned work related to project deliverables on time and on budget
• Participate in project planning and administration
• Participate in proposals development and other sales support activities as assigned
• Contribute to the life and culture of the company

Qualifications

• 2-4 years relevant consulting or financial services industry experience
• 2+ years of experience working and/or leading work streams or small teams
• Strong research, analytical, and problem solving skills
• Self‑directed, with the ability to thrive in a fast‑paced and dynamic work environment
• Excellent writing, communication, and presentation skills
• Results‑oriented individual with the ability to meet aggressive timelines
• Innovative and dynamic. Brings an entrepreneurial spirit to our business
• Strong work ethic and someone who is energetic, enthusiastic and committed to developing their career
• Required Education: Related University Degree
• Preferred Education: Post‑Graduate degree, MBA, CPA, CFA or other relevant designations; or equivalent experience

Compensation

$82,500-96,250 annually (subject to negotiation and subject to the candidate meeting the specific skills, experience, education, and qualification requirements)

So, what’s next?

At Optimus SBR, we’re all about creating a space where everyone belongs and can thrive. We’re committed to diversity and inclusion, welcoming people from all backgrounds. We’re proud to back missions like the BlackNorth Initiative to drive real change. Let’s build something meaningful together, where your voice matters and fearless ideas can shine.

Accommodation

We are committed to ensuring that our recruitment process is inclusive and accessible to everyone. If you require any accommodations to remove barriers and fully participate in the interview process—such as accessible meeting rooms or captioning for virtual interviews—please let us know. Your needs will be met with respect and confidentiality. We look forward to connecting with you!

Vacancy Status: Existing vacancy within our organization.

Submit your application with your resume today! While we appreciate all applications, only selected candidates will be contacted for interviews.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analysing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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