Branch Administrator

About Optimize Wealth Management:

Optimize Wealth Management, located in Toronto, ON, is a premier wealth management company dedicated to providing personalized financial solutions and advice. Our holistic approach integrates financial planning, portfolio management, tax preparation, debt management, and estate planning—striving to exceed clients’ financial and life goals. Our core values are honesty, persistence, teamwork, and excellence.

The opportunity:

We are seeking a motivated Branch Administrator to join our Advisor Transition Team at our Toronto headquarters. This pivotal role supports the onboarding and transition of new financial advisors by monitoring progress, managing documentation, and ensuring a smooth and efficient integration experience. The ideal candidate is detail-oriented, highly organized, and thrives in a dynamic, fast-paced environment. This is a full-time, on-site role.

Key responsibilities...