Strategic Operations Associate

7 days ago

Toronto, 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 seeking a motivated and analytical Strategic Operations Associate to join our team. In this role, you will play a key part in driving operational efficiency and supporting the successful implementation of strategic initiatives across various areas of our business. You’ll work closely with Product Managers and cross-functional teams to enhance processes, manage workflows, and ensure the seamless execution of new systems and projects.


This is an exciting opportunity for someone who thrives in a fast-paced, evolving environment, enjoys solving complex problems, and is eager to make an impact. The ideal candidate is a self-starter with a strategic mindset and a passion for operational excellence.


Key Responsibilities

  • Operational Execution: Support day-to-day operations by ensuring workflows and processes are running efficiently and helping to identify areas for improvement.
  • Project Coordination: Assist with the implementation of new systems and processes, working closely with Product Managers, developers, and other stakeholders to ensure successful rollouts.
  • Process Optimization: Help analyze existing workflows and identify opportunities to streamline processes and enhance productivity.
  • Data Analysis: Collect and analyze data to support decision-making and track the performance of operational initiatives.
  • Documentation & Reporting: Create and maintain documentation for new processes and systems, ensuring clear communication across teams.
  • Cross-Functional Collaboration: Work with various teams across the organization to support the execution of strategic initiatives and operational improvements.
  • Ad-Hoc Projects: Provide support on a range of additional projects and tasks that arise, contributing to the overall success of the operations team.


What’s Required to Succeed in the Role

  • Fast-Learner: Ability to quickly grasp new concepts, tools, and processes, and apply them effectively across different contexts
  • Problem-Solver: Strong analytical and problem-solving skills, with the ability to assess issues and propose solutions.
  • Self-Motivated: A proactive individual who can take ownership of tasks and drive them to completion.
  • Organized & Detail-Oriented: Excellent organizational skills with high attention to detail.
  • Team Player: Strong interpersonal skills, with the ability to collaborate effectively across departments.
  • Adaptability: Willingness to take on new challenges and adapt to changing priorities in a dynamic environment.


Qualifications

  • A Bachelor’s degree in a relevant field or equivalent work experience
  • Understanding of the wealth management or financial services industry
  • Completed the Canadian Securities Course (CSC) or working towards completing it is a plus
  • Strong written and verbal communications skills, ability to work on a team
  • High degree of comfort working with different technology platforms

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