Maximize your expertise in wealth management with Maximizer as a Wealth Operations Specialist. Shape how advisory practices run by automating critical workflows and processes in a dynamic team environment.

In this hands-on role, you will utilize your experience supporting financial advisors and wealth teams to refine their operations. You will map end-to-end processes like client onboarding, KYC cycles, and compliance checks while working closely with advisors. Your insights will directly inform product development, transforming operational procedures into productive software solutions.

Key Responsibilities:
• Map workflows of advisory practices for automation
• Identify manual tasks and prioritize automation opportunities




• Create specifications for product teams based on insights
• Configure workflows directly in Maximizer CRM
• Conduct discovery sessions with advisors for feedback

Requirements:
• 5+ years in financial advisory support roles
• Deep knowledge of Canadian wealth management regulations
• Familiarity with CRM and portfolio management systems
• Ability to articulate processes accurately for training
• Nice to have: experience with insurance operations

Utilize your wealth management expertise to innovate operational efficiencies at Maximizer.
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📌 Wealth Operations Specialist at Maximizer (British Columbia)
🏢 Maximizer Services
📍 British Columbia