Optimussbr

Optimussbr

Associate - Financial Services Group

Toronto

Sponsorship not specified$83k-$90kDetected 5 days ago
SwiftData AnalysisProject ManagementBusiness DevelopmentNegotiationFinancial ModelingExcelRecruitingResearchLeadershipCommunicationCollaborationProblem SolvingMentoringPublic SpeakingAdaptabilityOrganizational SkillsMicrosoft OfficeCFA

About the role

  • Join a dynamic and engaging team that thrives on collaboration, innovation, and growth.
  • The Associate role within our Financial Services Group is an exciting, transformative opportunity to contribute to meaningful projects for leading financial services organizations.
  • If you're passionate about problem-solving, collaboration, and delivering practical solutions in a fast-paced consulting environment, this role is for you.

Responsibilities

  • Support consulting engagements for financial services clients across banking, capital markets, insurance, payments, wealth management, and related sectors.
  • Conduct quantitative and qualitative analysis to identify business challenges, evaluate opportunities, and support evidence-based recommendations.
  • Gather and document business, functional, and process requirements through interviews, workshops, research, and stakeholder consultations.
  • Develop clear, concise, and visually effective presentations, reports, process maps, financial models, and other client deliverables.
  • Support project planning, status reporting, risk and issue management, meeting coordination, and the tracking of decisions and action items.
  • Collaborate effectively with client stakeholders and Optimus SBR team members at all levels of the organization.
  • Support business development activities, including proposal development, research, and the preparation of client-facing materials.
  • Collaborate with a team of professionals from unique backgrounds, fostering innovation.
  • Enjoy the freedom to take ownership of your work and drive meaningful results.
  • We're proud to back missions like the BlackNorth Initiative to drive real change.

Requirements

  • 4+ years of relevant experience in management consulting, financial services, business analysis, project delivery, operations, strategy, transformation, or a related field.
  • Strong analytical and structured problem-solving skills, with the ability to synthesize complex information into practical insights.
  • Experience conducting research, analyzing data, documenting requirements, or assessing business processes.
  • Strong written and verbal communication skills, including the ability to communicate effectively with team members and client stakeholders.
  • Proficiency with Microsoft Excel, PowerPoint, Word, and Outlook.
  • Experience with data analysis, process mapping, project management, visualization, or collaboration tools is considered an asset.
  • Understanding of the financial services industry, including banking, insurance, capital markets, payments, wealth management, or financial operations.
  • Ability to develop professional presentations, reports, spreadsheets, and other client-ready deliverables.
  • Strong organizational skills, attention to detail, and the ability to manage competing priorities in a fast-paced environment.
  • Demonstrated initiative, intellectual curiosity, adaptability, and a willingness to learn.
  • Collaborative and team-oriented approach, with the confidence to contribute ideas and respectfully challenge assumptions.
  • Ability to demonstrate the bold, entrepreneurial, hard-working, and client-focused behaviours that support Optimus SBR's culture.
  • Required Education: Related University Degree
  • Preferred Education: Post-Graduate degree, MBA, CPA, CFA or other relevant designations

Nice to have

  • Post-Graduate degree, MBA, CPA, CFA or other relevant designations
  • or equivalent experience
  • Interview recording & AI notetakers
  • To protect privacy, legal compliance, and interviewer/candidate experience, the use of these tools is not permitted without your prior consent.
  • We will ask for your consent and if you wish to decline, handwritten notes are welcome.

Compensation

  • Salary range is $82,500-$90,000 CAD
  • Salary ranges are designed to be competitive.
  • Individual compensation is determined by skills, qualifications, and experience and is subject to negotiation and subject to the candidate meeting the specific requirements or the role.
  • Exceptional candidates may be considered above the top of the range, and pay can increase quickly for those who make a big impact in the role.
  • Maternity and Parental Leave with top up compensation

Benefits

  • Build your career through challenging, impactful projects and continuous learning.
  • A Taste of Some of the Great Benefits at Optimus
  • Retirement savings through our Group RRSP program
  • Company equity for Managers and above
  • Top-tier health benefits
  • Life & disability insurance
  • Health Spending Dollars

Company info

  • Optimus SBR is a leading management consulting firm and award-winning workplace where we help organizations get done what isn't.
  • Our team of committed consultants takes swift action to deliver innovative, impactful results. As the largest independently owned Canadian management consulting firm, we are a place where people and culture come first. Our success is driven by attracting individuals who are insatiably Curious, Entrepreneurial Thinkers, Authentic, and Bold.
  • Our Awards and Recognitions:
  • Best Workplaces™ in Canada National List 2026
  • Our team of committed consultants takes swift action to deliver innovative, impactful results.
  • As the largest independently owned Canadian management consulting firm, we are a place where people and culture come first.
  • Our success is driven by attracting individuals who are insatiably Curious, Entrepreneurial Thinkers, Authentic, and Bold.
  • Best Workplaces™ with the Most Trusted Executive Team 2026
  • Best Workplaces™ for Young Talent 2026
  • Best Workplaces™ for Women 2026
  • Best Workplaces™ in Professional Services 2025
  • Globe and Mail - Canada's Top Growing Companies 2025
  • Waterstone Human Capital - Canada's Most Admired Corporate Cultures™ 2025
  • Culture is Everything.
  • That's why we've been consistently rated one of the best places to work in North America - and are one of the fastest growing.
  • As a firm that was built on culture, we value our people and their growth.
  • Each of us embody the entrepreneurial spirit and have something unique to contribute to the fabric of our organization.
  • From employee-championed committees to celebratory events and learning paths, these are just a few of the ways we cultivate a positive and engaging work environment.
  • What's in It for You?
  • Growth Opportunities: Build your career through challenging, impactful projects and continuous learning.
  • Diverse Workplace: Collaborate with a team of professionals from unique backgrounds, fostering innovation.
  • Flexibility and Autonomy: Enjoy the freedom to take ownership of your work and drive meaningful results.
  • Leadership Development: Develop your skills through mentorship and career progression opportunities.

Equal opportunity

  • We're committed to diversity and inclusion, welcoming people from all backgrounds.
Apply directly at Optimussbr →Create a free account for alerts like thisView Optimussbr immigration profile

This listing is sourced directly from Optimussbr's careers page and normalized into a canonical job model.