Junior Associate

3 days ago

Toronto, Canada Optimize Financial Group Full time

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.We are looking for a Junior Associate to join our Corporate Development team. This entry-level role is a great opportunity for someone looking to gain experience in the financial services industry while contributing directly to the firm’s growth. You will play an important role in supporting our lead generation efforts and helping to engage prospective advisors who may join our team. We are looking for someone who is detail-oriented, organized, and motivated.Your role would entail:Assisting with lead generation campaigns by preparing, assembling, and sending packages and materials to prospective advisorsMaintaining accurate records of outreach activities in our CRM systemSupporting the Corporate Development team with administrative tasks as neededJob RequirementsMust-have:Excellent organizational skills and strong attention to detailStrong written and verbal communication skillsAbility to manage repetitive tasks efficiently while maintaining accuracyWhat’s in it for you?A competitive entry-level salaryExposure to a dynamic, growing firm in the downtown financial district

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    Company Overview 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 matchinghadas clients'...

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    1 day ago

    Toronto, Canada Optimize Financial Group Full time

    Company Overview 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 matchinghadas clients'...

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    4 days ago

    Toronto, Ontario, Canada Optimize Financial Group Full time

    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...

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