For Those Who Want More.
Toronto, Ontario
At Optimize, we believe in creating wealth with intention. We offer a full suite of family office services, including financial planning, wills and estate planning, tax strategies, mortgages, loans, and insurance solutions, all designed to support every part of your financial life. What sets our investment approach apart is its institutional strength. We focus on solid public companies with strong fundamentals, apply dynamic asset allocation that adapts to market shifts, and incorporate pension-style strategies that protect against downside risk while building lasting wealth. Our holistic approach balances both protection and growth to give you the clarity and confidence to shape your financial future.
On-site · Toronto
The role involves providing back-office administrative support across the tax, estate, financial planning, and insurance departments. Key duties include compiling documentation, reviewing new account files, and ensuring data consistency across multiple sources.
On-site
About Optimize Financial Group Optimize Financial Group is a premier financial services firm based in Toronto, ON, dedicated to helping clients achieve their long-term financial goals. We provide personalized financial solutions spanning portfolio management, tax planning, debt management, retirement planning, and estate strategies. Our holistic approach aligns financial objectives with life ambitions, ensuring every client receives a thoughtful and tailored path to success. The opportunity We are seeking a Systems & Technology Training Specialist to join our team at our Toronto office. In t…
Remote · Canada
The Client-Facing Portfolio Manager will conduct meaningful client conversations to understand their financial goals and present tailored investment solutions. They will build and maintain long-term relationships while collaborating with internal teams to provide a coordinated wealth management experience.
On-site · Toronto
The Client-Facing Portfolio Manager will conduct meaningful client conversations to understand their financial goals and present tailored investment solutions. They will build and maintain long-term relationships while collaborating with internal teams to provide a coordinated wealth management experience.
On-site
About Optimize Wealth Management Optimize Wealth Management provides financial professionals with a suite of technology tools and practice management support designed to help them run stronger, more efficient businesses. We are looking for an outgoing, tech-savvy, and client-focused Training & Practice Management Specialist to support advisors through structured meetings, systems training, and practice management discussions. The opportunity We are seeking a Training & Practice Management Specialist to join our team at our Toronto office. In this role, you will lead one-on-one and small grou…
On-site
About Optimize Financial Group Optimize Financial Group provides financial professionals with a suite of cutting-edge technology and robust training systems to help them grow their practices. We are looking for a Technical Trainer to guide our users through our platform. The Opportunity We are seeking a Training Specialist to join our team at our Toronto office. In this role, you will develop and deliver engaging training programs for internal staff and financial professionals, helping them build confidence and proficiency with our technology, processes, and workflows. This is a full-time, o…
Remote · ["Canada"]
About Optimize Wealth Management 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 matching clients' financial and life goals with personalized strategies for success. The opportunity: We are actively looking for talented individuals to join our Portfolio Management and Financial Advisory Team. This is a remote position, with working…
