Associate, Financial Services Group
Associate, Financial Services Group
Posted on :
11-08-2025
Employer Active
1 Vacancy
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Job Description
About the Role
Continued growth has created exciting opportunities for anAssociateto join our Financial Services Practice.
The successful candidates will have the opportunity to collaborate build and succeed as part of a team of high performing will have the ability to share challenges and rewards that come from working with a dynamic group of entrepreneurial thinkers who come from diverse background and fields of specialty with a passion for growing businesses - both ours and our clients.
Our Associates demonstrate a high level of project management technical skills and depth of industry knowledge while working on various projects across multiple lines of business within our Financial Services Practice.
If you are ambitious enthusiastic and adaptable with the ability to solve complex business problems in a fast-paced environment we want to hear from you. You will bring solid working experience and an in-depth understanding of the processes within the Banking and Financial Services industry. You are confident and have the ability to wear multiple hats while adapting to changing needs and working environments while working independently and within a team.
About Us
Optimus SBR is a leading management consulting firm and an award-winning workplace. Recognized by Great Place to Work as one of the Best Workplaces in Professional Services 2024 and by Waterstone Human Capital as one of Canadas Most Admired Corporate Cultures we help organizations get done what isnt.
Our team of committed consultants swiftly takes action to deliver innovative and impactful results. We are the largest independently owned Canadian management-consulting firm a place where people and culture come first. Our market positioning is based on attracting the best people who are insatiably curious entrepreneurial thinkers hard-working and bold.
Culture is Everything. Period.
Thats why weve been consistently rated one of the best places to work in North America and are one of the fastest-growing. As a firm built on culture we value our people and their growth. Each of us embodies the entrepreneurial spirit and has something unique to contribute. From employee-championed committees to celebratory events and learning paths we cultivate a positive and engaging work environment.
Whats in It for You
Growth Opportunities: Build your career through challenging impactful projects and continuous learning.
Diverse Workplace: Collaborate with professionals from unique backgrounds fostering innovation.
Flexibility & 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.
Responsibilities:
Ability to execute end-to-end solutions to meet clients needs as specified by the project manager.
This includes creating process maps supporting metrics progress reports client briefings presentations deliverables and recommendation documents
Review and editing of requirements specifications business processes and/or recommendations related to proposed solutions
Actively participate in change management activities
Complete assigned work related to project deliverables on time and on budget
Participate in project planning and administration.
Participate in proposals development and other sales support activities as assigned
Contribute to the life and culture of the company
Qualifications:
2-4 years relevant consulting or financial services industry experience
2 years of experience working and/or leading work streams or small teams
Strong research analytical and problem solving skills
Self directed with the ability to thrive in a fast-paced and dynamic work environment
Excellent writing communication and presentation skills
Results-oriented individual with the ability to meet aggressive timelines
Innovative and dynamic. Brings an entrepreneurial spirit to our business
Strong work ethic and someone who is energetic enthusiastic and committed to developing their career
Required Education:Related University Degree
Preferred Education: Post-Graduate degree MBA CPA CFA or other relevant designations; or equivalent experience
So whats next
At Optimus SBR were all about creating a space where everyone belongs and can thrive. Were committed to diversity and inclusion welcoming people from all backgrounds. Were proud to back missions like the BlackNorth Initiative to drive real change. Lets build something meaningful together where your voice matters and fearless ideas can shine.
Accommodation
We are committed to ensuring that our recruitment process is inclusive and accessible to everyone. If you require any accommodations to remove barriers and fully participate in the interview processsuch as accessible meeting rooms or captioning for virtual interviewsplease let us know. Your needs will be met with respect and confidentiality. We look forward to connecting with you!
Submit your application with your resume today! While we appreciate all applications only selected candidates will be contacted for interviews.
Required Experience:
IC
Employment Type
Full-Time
Key Skills
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