Top Benefits
About the role
We are looking for a Financial Service Associate to join our team. This back-office role requires strong 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
What's in it for you?
- A competitive salary
- Work in a rapidly growing, dynamic, and high-performing company within the downtown financial district
About Optimize Wealth Management
We are the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours.
At Optimize Wealth Management (Optimize Inc.), we provide our clients with personalized financial solutions and advice to help them at every stage of their lives. Our financial services and solutions cover everything from financial planning and portfolio management to tax preparation, debt management, and estate planning. The cornerstone of our service rests in effectively matching our clients’ financial and life goals with a personalized strategy and overall customer service experience which will exceed their goals in every respect.
Our entirely holistic approach and no load advisory relationship, ensures everyone succeeds and prospers together. We separate ourselves from the rest by providing the full suite of financial advisory services, our independence, no load advice and personalized service, coupled with our financial strength and premium returns. The values we stand by are honesty; persistence, teamwork, and excellence.
Top Benefits
About the role
We are looking for a Financial Service Associate to join our team. This back-office role requires strong 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
What's in it for you?
- A competitive salary
- Work in a rapidly growing, dynamic, and high-performing company within the downtown financial district
About Optimize Wealth Management
We are the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours.
At Optimize Wealth Management (Optimize Inc.), we provide our clients with personalized financial solutions and advice to help them at every stage of their lives. Our financial services and solutions cover everything from financial planning and portfolio management to tax preparation, debt management, and estate planning. The cornerstone of our service rests in effectively matching our clients’ financial and life goals with a personalized strategy and overall customer service experience which will exceed their goals in every respect.
Our entirely holistic approach and no load advisory relationship, ensures everyone succeeds and prospers together. We separate ourselves from the rest by providing the full suite of financial advisory services, our independence, no load advice and personalized service, coupled with our financial strength and premium returns. The values we stand by are honesty; persistence, teamwork, and excellence.