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Optimize Wealth Management  •  2025-02-01
  Toronto, Ontario, C6A, CA

Executive Assistant to the CEO

Company Description Optimize Wealth Management is a premier wealth management firm in Toronto, ON, dedicated to achieving our clients' financial goals. We provide personalized financial solutions and advice, covering services such as financial planning, portfo…

Optimize Wealth Management  •  2025-02-01
  Toronto, Ontario, C6A, CA

Wholesaler, Business Development

We are looking for an energetic Wholesaler to join our Business Development team. This role requires strong interpersonal and sales skills along with familiarity with all core aspects of wealth management such as investments, financial planning, tax planning, …

Optimize Wealth Management  •  2025-02-03
  Toronto, Ontario, C6A, CA

Licensed Insurance Advisor

We are looking for a Licensed Insurance Advisor to join our team. This role requires expertise in the insurance industry, with a focus on providing exceptional advisory services to clients. As a Licensed Insurance Advisor, you will be responsible for managing …

Optimize Wealth Management  •  2025-02-03
  Toronto, Ontario, C6A, CA

Financial Service Associate

We are looking for a Financial Service Associate to join our team. This back-office role 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 drive…

Optimize Wealth Management  •  2025-02-03
  Toronto, Ontario, C6A, CA

Branch Administrator

Company Description Optimize Wealth Management, 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, …

Optimize Wealth Management  •  2025-02-02
  Toronto, Ontario, C6A, CA

Senior Investment Research Analyst

Company Description Optimize Wealth Management is a premier financial advisory firm that provides personalized financial solutions and advice to help clients achieve their financial goals. Our financial services and solutions cover everything from financial pl…