Advisor's Associate

2 months ago

Toronto Ontario, Ontario, Canada Optimize Wealth Management Full time

Company Description

Optimize Wealth Management (Optimize Inc.), located in Toronto, ON, is a premier wealth management company that provides personalized financial solutions and advice to its clients. The company's financial services and solutions include financial planning, portfolio management, tax preparation, debt management, and estate planning. Optimize Wealth Management's commitment to matching clients' financial and life goals with personalized strategies and customer service experiences that exceed goals is at the core of its entirely holistic approach. The company's values include honesty, persistence, teamwork, and excellence.


Job Description

We are looking for an Advisor's Associate to join our team. This is a full-time on site role that 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.


Key Responsibilities

  • Serve as a primary point of contact for Advisor teams, addressing inquiries and ensuring timely responses to requests.
  • Manage client onboarding, including preparing paperwork, setting up accounts, and ensuring all compliance requirements are met.
  • Evaluating information gathered from multiple sources ensuring consistency.
  • Following up and reporting on missing documentation/information.
  • Maintain up-to-date client files, records, and databases to ensure accuracy and compliance.
  • Coordinate and assist with special projects as assigned.


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
  • Comprehensive Benefits


If you feel that the above describes what you are looking for in your next role, please reply with your resume and a description of how your skills would make you an ideal candidate for this position.

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