Join Maximizer as a Wealth Operations Specialist and leverage your knowledge in financial advisory practices. Help shape the future of wealth management through innovative software development in a hands-on role.

In this critical role, you will use your expertise as an administrative or executive assistant in wealth management to streamline workflows and build operational efficiencies. You don't need software experience; your familiarity with Canadian wealth management operations and knack for optimizing systems will be key. Your insights will drive the creation of AI workflows, enhancing advisor-client relationships and operational impact.

Key Responsibilities:
• Map end-to-end workflows in advisory practices
• Identify manual tasks for automation potential




• Specify workflow templates for the product team
• Configure workflows directly in Maximizer
• Conduct discovery sessions with advisors and stakeholders

Requirements:
• 5+ years supporting financial advisors or wealth teams
• Deep knowledge of Canadian wealth management operations
• Familiarity with CRM and wealth management platforms
• Strong problem-solving skills with software
• Ability to translate processes into explicit instructions

Elevate financial advisory operations at Maximizer, using your expertise to transform how wealth practices function.
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📌 Wealth Operations Specialist at Maximizer (British Columbia)
🏢 Maximizer
📍 British Columbia