Associate - Financial Services Group

Optimus SBR•Toronto, ON

6d•CA$82,500 - CA$90,000•Hybrid

About The Position

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. 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.

Requirements

4+ years of relevant experience in management consulting, financial services, business analysis, project delivery, operations, strategy, transformation, or a related field.
Understanding of the financial services industry, including banking, insurance, capital markets, payments, wealth management, or financial operations.
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.
Ability to develop professional presentations, reports, spreadsheets, and other client-ready deliverables.
Strong written and verbal communication skills, including the ability to communicate effectively with team members and client stakeholders.
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.
Proficiency with Microsoft Excel, PowerPoint, Word, and Outlook.
Ability to demonstrate the bold, entrepreneurial, hard-working, and client-focused behaviours that support Optimus SBR’s culture.
Related University Degree

Nice To Haves

Experience with data analysis, process mapping, project management, visualization, or collaboration tools is considered an asset.
Post-Graduate degree, MBA, CPA, CFA or other relevant designations; or equivalent experience

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.
Analyze current-state operations, customer journeys, processes, controls, and performance data to identify gaps and improvement opportunities.
Assist in designing future-state processes, operating models, implementation plans, and practical solutions aligned with client objectives.
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.
Participate in client meetings and workshops, capturing key findings and communicating ideas with professionalism and confidence.
Conduct industry, market, regulatory, and competitive research relevant to the financial services sector.
Support business development activities, including proposal development, research, and the preparation of client-facing materials.
Manage assigned work independently, meet project deadlines, and proactively communicate progress, risks, and required support.
Contribute to internal initiatives, knowledge development, and continuous improvement across the Financial Services Group.
Contribute to the life and culture of Optimus SBR.