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
Provide back-office administrative support by compiling necessary documentation for the tax, estate, financial planning, and insurance departments. Review and validate new account documentation to ensure consistency and completeness across multiple sources.
On-site · Toronto
The role involves creating high-converting landing pages, sales proposals, and marketing collateral to drive lead generation. The copywriter will also maintain brand voice guidelines and use performance data to optimize digital campaigns.
On-site · Toronto
Lead one-on-one and small group training sessions to drive the adoption of CRM and advisor portal tools. Guide financial advisors through system-driven workflows and provide live technical support.
On-site · Toronto
The Junior Associate supports lead generation efforts by preparing and sending materials to prospective advisors. They are also responsible for maintaining accurate outreach records within the CRM system and providing general administrative support.
On-site · Toronto
Design, develop, and maintain software applications for the Optimize wealth management platform. Collaborate with Product Managers to define feature requirements and ensure high-quality code through reviews and debugging.
Remote · Canada
The role involves conducting client conversations to understand financial goals and recommending tailored investment solutions. The manager will build long-term client relationships and collaborate with internal teams to provide a seamless wealth management experience.
On-site · Toronto
The role involves conducting client conversations to understand financial goals and recommending tailored investment solutions. The manager will build long-term client relationships and collaborate with internal teams to provide comprehensive wealth management.
On-site · Toronto
The role focuses on high-volume outbound calling to financial advisors to introduce the Advisor Platform and book meetings. Responsibilities include nurturing leads, managing CRM data, and collaborating on growth strategies to expand the national network.
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…
