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 solid 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:

Assisting the Tax Department through the compilation of necessary documentation required for the Tax team to effectively complete routine tax returns

Assisting the Will and Estate Department through the compilation of necessary documentation required for the Will and Estate Department team to effectively complete routine Will and Estate plans

Assisting the Financial Planning Department through the compilation of necessary information required for the Financial Plan team to effectively complete financial plans





Assisting the Insurance Department through the compilation of necessary information required for the Insurance team to effectively provide quotes to clients who are interested in insurance product offerings

Reviewing and validating new account documentation

Evaluating information gathered from multiple sources ensuring consistency

Following up and reporting on missing documentation/information 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 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.

📌 Financial Services Associate (Toronto)
🏢 Optimize Financial Group
📍 Toronto