Junior Associate

Optimize Financial Group; Toronto; On-site; CAD 42,000 - 52,000; Full time

Job summary

Optimize Wealth Management in Toronto invites applications for a Junior Associate to join our Corporate Development team. This entry‑level role focuses on supporting growth through lead generation, CRM upkeep, and administrative tasks in a fast-paced financial services setting.

Based in the downtown financial district, you will gain exposure to client engagement processes and cross‑functional collaboration while developing foundational skills in business development and relationship building.

Qualifications

• Excellent organizational skills and strong attention to detail.
• Strong written and verbal communication skills.
• Ability to manage repetitive tasks efficiently while maintaining accuracy.

Responsibilities

• Assist with lead generation campaigns by preparing, assembling, and sending packages and materials to prospective advisors.
• Maintaining accurate records of outreach activities in our CRM system
• Supporting the Corporate Development team with administrative tasks as needed

Skills

Organizational skills

Attention to detail

Written communication

Verbal communication

Tools

CRM system

Job description

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 advisors
• Maintaining accurate records of outreach activities in our CRM system
• Supporting the Corporate Development team with administrative tasks as needed

Job Requirements

Must-have:

• Excellent organizational skills and strong attention to detail
• Strong written and verbal communication skills
• Ability to manage repetitive tasks efficiently while maintaining accuracy

What’s in it for you?

• Exposure to a dynamic, growing firm in the downtown financial district

Use of Artificial Intelligence in Recruitment

As part of our recruitment and selection process, we may use technology-enabled tools, including artificial intelligence (AI), to assist with certain aspects of candidate screening, assessment, scheduling, and application review. All hiring decisions are ultimately made by qualified individuals and are based on job-related criteria, qualifications, and business requirements.