Company Overview Optimize Wealth Management 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 matchinghadas clients' financial and life goals with personalized strategies for success. Job Title Junior Associate – Corporate Development Team Responsibilities Assisting with lead generation campaigns by preparing, assembling,



and sending packages and materials to prospective advisors Maintaining accurate records of outreach activities in our CRM system Supporting the Corporate Development team with administrative tasks as needed Job Requirements Excellent organizational skills and strong attention to detail Strong written and verbal communication skills Ability to manage repetitive tasks efficiently while maintaining accuracy Benefits Exposure to a dynamic, growing firm in the downtown financial district Seniority Level Entry level Employment Type Full-time Job Function Administrative Financial Services and Investment Management Referrals Referrals increase your chances of interviewing at Optimize Financial Group by 2x. Salary CA$63,000.00 - CA$92,400.00 per annum (Full time) #J-18808-Ljbffr

📌 Junior Associate - C$63,000 - C$92,400 A Year - No Experience Required (Toronto)
🏢 Optimize Wealth Management
📍 Toronto