Company Description Optimize Wealth Management (Optimize Inc.), 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, portfolio management, tax preparation, debt management, and estate planning. Optimize Wealth Management's commitment to matching clients' financial and life goals with personalized strategies and customer service experiences that exceed goals is at the core of its entirely holistic approach. As a Marketing Assistant focused on content creation, your role would entail:
Writing engaging blogs and articles tailored to our brand and audience.
Developing scripts for videos, including short-form content for social media.
Brainstorming and executing creative ideas for social media posts, campaigns, and videos.
Collaborating with the marketing team to ensure the content aligns with the overall strategy.
Assisting with social media management, including creating and scheduling posts.
Staying up-to-date on social media trends to craft timely and relevant content.
Assisting with content performance tracking and providing recommendations for improvement.
A minimum of 2 years' experience in content creation, social media, or a similar role.
Exceptional writing and editing skills with a strong command of grammar and tone.
Familiarity with social media platforms and trends (e.g., Instagram, LinkedIn, Youtube).
Creativity and the ability to generate fresh, engaging ideas for content.
A passion for storytelling and connecting with audiences through content.
Experience with basic video editing or storyboarding.
Understanding of content performance metrics and analytics.
The opportunity to work in a rapidly growing, high-performing company located in the downtown financial district.
Company Description Optimize Wealth Management (Optimize Inc.), 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, portfolio management, tax preparation, debt management, and estate planning. Optimize Wealth Management's commitment to matching clients' financial and life goals with personalized strategies and customer service experiences that exceed goals is at the core of its entirely holistic approach. We are looking for a Motion Graphics & Video Production Specialist to join our Marketing Team. This role requires strong technical expertise in video editing and motion graphic design, combined with a creative flair to produce engaging and dynamic visual content. You will play a key role in bringing our brand to life through high-quality video production and motion graphics. As a Motion Graphics & Video Production Specialist, your role would entail:
Editing and assembling raw video footage into polished, high-quality content for various platforms.
Designing and creating motion graphics, animations, and visual effects to enhance video content.
Collaborating with the marketing team to brainstorm and develop creative video concepts and storyboards.
Ensuring all video and graphic content aligns with the company’s branding and messaging.
Managing multiple video projects simultaneously and meeting deadlines.
Staying updated on industry trends, tools, and techniques to produce cutting-edge visuals.
Optimizing videos for different platforms, including social media, websites, and email campaigns.
Organizing and maintaining a library of video assets, graphics, and templates for efficient production workflows.
A minimum of 2 years experience in video editing and motion graphic design.
Proficiency in video editing software (e.g., Strong understanding of visual storytelling, pacing, and editing techniques.
Ability to create high-quality animations, kinetic typography, and dynamic transitions.
Ability to manage multiple projects and meet deadlines in a fast-paced environment.
Experience with 3D animation software (e.g., Familiarity with social media video formats and trends (e.g., Youtube Shorts, Instagram Reels).
The opportunity to work in a rapidly growing, high-performing company located in the downtown financial district.
Company Description Optimize Wealth Management (Optimize Inc.), 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, portfolio management, tax preparation, debt management, and estate planning. Optimize Wealth Management's commitment to matching clients' financial and life goals with personalized strategies and customer service experiences that exceed goals is at the core of its entirely holistic approach. This is a full-time, on-site role where you will lead our brewing operations, ensuring the production of exceptional craft beers. The ideal candidate will have a strong technical background, a creative approach to brewing, and a commitment to maintaining the highest quality standards. Oversee all aspects of the brewing process, from recipe development to packaging, ensuring consistency and quality.
Manage brewing schedules to meet production demands while maintaining efficiency.
Monitor and maintain quality control at every stage of the brewing process.
Experiment with and develop new beer recipes, incorporating innovative techniques and ingredients.
Maintain compliance with health, safety, and sanitation standards within the brewery.
Manage inventory of raw materials and supplies, ensuring cost-effective procurement and utilization.
Troubleshoot and resolve any operational or technical issues in the brewing process.
Coordinate with the sales and marketing teams to align brewing operations with market demand and brand goals.
Comprehensive knowledge of brewing equipment, processes, and quality control.
Passion for craft beer and a commitment to excellence.
Experience with barrel-aging, sour beers, or other specialty brewing techniques.
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 client relationships, assessing insurance needs, and recommending suitable solutions. The ideal candidate will have a client-focused approach, strong industry knowledge, and the ability to navigate complex policies and regulatory requirements.
Responsibilities
Conduct insurance needs analyses for clients to recommend tailored solutions.
Provide advice on life, health, and other insurance products, ensuring clients are informed about their options.
Assist clients with policy applications, renewals, and claims processing.
Maintain up-to-date knowledge of insurance products, market trends, and regulations.
Build and maintain strong relationships with clients through regular communication and follow-ups.
Collaborate with internal teams and insurance carriers to address client inquiries and fulfill service requests.
Ensure all client interactions and documentation comply with industry regulations and company policies.
Prepare client presentations, proposals, and reports to support advisory discussions.
Job Requirements
Must-have:
~ A valid insurance license
~3-7 years of experience as a Licensed Insurance Advisor or in a similar role.
~ Comprehensive understanding of insurance products, policies, and industry regulations in Canada.
~ Strong interpersonal skills with a proven ability to build rapport and trust with clients.
~ Exceptional organizational and time management skills.
~ Proficiency in Microsoft Office and insurance-specific software tools.
~ Ability to work full-time, in person.
What’s in it for you?
Competitive salary and incentives.
Opportunity to work in a growing, dynamic, and high-performing company in the downtown financial district.
Comprehensive benefits package, including health, dental, and professional development support.
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 client relationships, assessing insurance needs, and recommending suitable solutions. The ideal candidate will have a client-focused approach, strong industry knowledge, and the ability to navigate complex policies and regulatory requirements.
Responsibilities
Conduct insurance needs analyses for clients to recommend tailored solutions.
Provide advice on life, health, and other insurance products, ensuring clients are informed about their options.
Assist clients with policy applications, renewals, and claims processing.
Maintain up-to-date knowledge of insurance products, market trends, and regulations.
Build and maintain strong relationships with clients through regular communication and follow-ups.
Collaborate with internal teams and insurance carriers to address client inquiries and fulfill service requests.
Ensure all client interactions and documentation comply with industry regulations and company policies.
Prepare client presentations, proposals, and reports to support advisory discussions.
Job Requirements
Must-have:
~ A valid insurance license
~3-7 years of experience as a Licensed Insurance Advisor or in a similar role.
~ Comprehensive understanding of insurance products, policies, and industry regulations in Canada.
~ Strong interpersonal skills with a proven ability to build rapport and trust with clients.
~ Exceptional organizational and time management skills.
~ Proficiency in Microsoft Office and insurance-specific software tools.
~ Ability to work full-time, in person.
What’s in it for you?
Competitive salary and incentives.
Opportunity to work in a growing, dynamic, and high-performing company in the downtown financial district.
Comprehensive benefits package, including health, dental, and professional development support.
Company Description Optimize offers personalized financial solutions covering financial planning, portfolio management, tax preparation, debt management, and estate planning. Our holistic approach, independence, and personalized service set us apart in the industry, prioritizing honesty, persistence, teamwork, and excellence. Optimize Financial Group is in the process of establishing a CIRO Dealer, separate from Optimize Wealth Management, to further help individual clients achieve their financial goals.
This is a full-time on-site role for a Chief Compliance Officer. The Chief Compliance Officer will be responsible for overseeing compliance management, ensuring regulatory compliance, utilizing analytical skills, effective communication, and financial expertise in managing compliance-related tasks on a day-to-day basis.
Reporting to the CEO and UDP, the Chief Compliance Officer will be responsible for managing the firm’s compliance with ongoing regulatory requirements and internal policies and procedures, including:
• Supervision of all activities that are directed towards compliance with applicable regulatory bodies and legislation; maintain regulatory approval/registration as CCO.
• Lead the evolution of the Firm’s s compliance and supervision framework to ensure that it meets all regulatory and legislative requirements and identify and prevent violations of regulatory requirements by the firm, employees, and clients through risk assessments and supervision.
• Effectively manage relationships with external regulatory bodies, support to all regulatory audits and timely remediation of compliance issues identified.
• Serve as the designated privacy officer and Chief Anti-Money Laundering Officer and act as primary point of contact for the bi-annual independent reviews of the anti-money laundering program in accordance with FINTRAC requirements.
• Focusing on the client's best interests, lead and oversee daily supervision of account opening and updates (including adherence to Know Your Client, Know Your Product, and suitability), supervision and monitoring of trading and portfolio management, personal account dealing approval procedures and policies linked to market abuse controls, and ongoing assessment and management of conflicts of interests.
• Timely submission of accurate regulatory reporting and coordinating registrations.
• Identify compliance training needs, develop, and deliver compliance training, including ensuring registered and unregistered client-facing employees have the appropriate training.
• Partnering with the business to review the design and structuring of specific transactions, new products, services, operational procedures, operational change, and initiatives.
• Managing relationships with custodians, brokers, data providers, and other operational and compliance service providers.
• Create and deliver an annual Compliance Plan and oversee and support monitoring activities in line with the Compliance Plan ensuring that remedial action is taken, and that material issues, incidents, and breaches are escalated to relevant stakeholders.
• Submit an annual report to the Board of Directors for the purpose of assessing compliance by the firm and individuals acting on its behalf, with securities legislation.
• Champion compliance, align the department's activities and responsibilities with the firm's strategic direction, support and provide pragmatic risk-based advice, and counsel to all appropriate stakeholders.
• Provide guidance and advice to business management in developing appropriate 'tone from the top' and awareness of required business conduct and ethical standards.
• Support the Ultimate Designated Person, Boards, and Governance Committees via compliance management information reporting, ad hoc communications, and guidance as necessary.
• Maintain a trusted environment where employees can report risk and compliance issues and concerns to the CCO.
The ability to serve as Chief Compliance Officer is a requirement of the role.
• Relevant CSI courses as required by securities commission to be registered as a Chief Compliance Officer and Supervisor (e.g., Canadian Securities Course, Chief Compliance Officers Qualifying Exam, PDO and relevant continuing education courses).
10+ years of relevant securities industry and professional experience, including senior compliance and risk management roles and experience dealing with regulators.
• Strong knowledge of securities industry’s regulatory compliance practices, procedures and principles applicable to securities legislation and regulation.
• Strong digital skills, including advanced Excel, comfort with remote technologies, and experience using a variety of third-party software.
• University degree in a related field of finance or economics, Law degree or professional designation (e.g.,
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 client relationships, assessing insurance needs, and recommending suitable solutions. The ideal candidate will have a client-focused approach, strong industry knowledge, and the ability to navigate complex policies and regulatory requirements.
Responsibilities
Conduct insurance needs analyses for clients to recommend tailored solutions.
Provide advice on life, health, and other insurance products, ensuring clients are informed about their options.
Assist clients with policy applications, renewals, and claims processing.
Maintain up-to-date knowledge of insurance products, market trends, and regulations.
Build and maintain strong relationships with clients through regular communication and follow-ups.
Collaborate with internal teams and insurance carriers to address client inquiries and fulfill service requests.
Ensure all client interactions and documentation comply with industry regulations and company policies.
Prepare client presentations, proposals, and reports to support advisory discussions.
Job Requirements
Must-have:
~ A valid insurance license
~3-7 years of experience as a Licensed Insurance Advisor or in a similar role.
~ Comprehensive understanding of insurance products, policies, and industry regulations in Canada.
~ Strong interpersonal skills with a proven ability to build rapport and trust with clients.
~ Exceptional organizational and time management skills.
~ Proficiency in Microsoft Office and insurance-specific software tools.
~ Ability to work full-time, in person.
What’s in it for you?
Competitive salary and incentives.
Opportunity to work in a growing, dynamic, and high-performing company in the downtown financial district.
Comprehensive benefits package, including health, dental, and professional development support.
Company DescriptionOptimize Wealth Management (Optimize Inc.), 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, portfolio management, tax preparation, debt management, and estate planning. Optimize Wealth Management's commitment to matching clients' financial and life goals with personalized strategies and customer service experiences that exceed goals is at the core of its entirely holistic approach. The company's values include honesty, persistence, teamwork, and excellence.We are looking for a Motion Graphics & Video Production Specialist to join our Marketing Team. This role requires strong technical expertise in video editing and motion graphic design, combined with a creative flair to produce engaging and dynamic visual content. You will play a key role in bringing our brand to life through high-quality video production and motion graphics. We are looking for someone who is detail-oriented, organized, and thrives in a collaborative environment.Job DescriptionAs a Motion Graphics & Video Production Specialist, your role would entail:Editing and assembling raw video footage into polished, high-quality content for various platforms.Designing and creating motion graphics, animations, and visual effects to enhance video content.Collaborating with the marketing team to brainstorm and develop creative video concepts and storyboards.Ensuring all video and graphic content aligns with the company’s branding and messaging.Managing multiple video projects simultaneously and meeting deadlines.Staying updated on industry trends, tools, and techniques to produce cutting-edge visuals.Optimizing videos for different platforms, including social media, websites, and email campaigns.Organizing and maintaining a library of video assets, graphics, and templates for efficient production workflows.Job RequirementsMust-have:A minimum of 2 years experience in video editing and motion graphic design.Proficiency in video editing software (e.g., Adobe Premiere Pro).Expertise in motion graphic design tools (e.g., Adobe After Effects).Strong understanding of visual storytelling, pacing, and editing techniques.Ability to create high-quality animations, kinetic typography, and dynamic transitions.A keen eye for detail and aesthetics.Ability to manage multiple projects and meet deadlines in a fast-paced environment.Strong organizational skills and the ability to work collaboratively in a team.Nice-to-have:Experience with 3D animation software (e.g., Blender, Cinema 4D).Knowledge of colour grading and sound design.Familiarity with social media video formats and trends (e.g., Youtube Shorts, Instagram Reels).Experience in creating templates for repeatable workflows.What's in it for you?A competitive salary.The opportunity to work in a rapidly growing, high-performing company located in the downtown financial district.Comprehensive benefits to support your professional and personal well-being.
Company Description Optimize offers personalized financial solutions covering financial planning, portfolio management, tax preparation, debt management, and estate planning. Our holistic approach, independence, and personalized service set us apart in the industry, prioritizing honesty, persistence, teamwork, and excellence. Optimize Financial Group is in the process of establishing a CIRO Dealer, separate from Optimize Wealth Management, to further help individual clients achieve their financial goals.
This is a full-time on-site role for a Chief Compliance Officer. The Chief Compliance Officer will be responsible for overseeing compliance management, ensuring regulatory compliance, utilizing analytical skills, effective communication, and financial expertise in managing compliance-related tasks on a day-to-day basis.
Reporting to the CEO and UDP, the Chief Compliance Officer will be responsible for managing the firm’s compliance with ongoing regulatory requirements and internal policies and procedures, including:
• Supervision of all activities that are directed towards compliance with applicable regulatory bodies and legislation; maintain regulatory approval/registration as CCO.
• Lead the evolution of the Firm’s s compliance and supervision framework to ensure that it meets all regulatory and legislative requirements and identify and prevent violations of regulatory requirements by the firm, employees, and clients through risk assessments and supervision.
• Effectively manage relationships with external regulatory bodies, support to all regulatory audits and timely remediation of compliance issues identified.
• Serve as the designated privacy officer and Chief Anti-Money Laundering Officer and act as primary point of contact for the bi-annual independent reviews of the anti-money laundering program in accordance with FINTRAC requirements.
• Focusing on the client's best interests, lead and oversee daily supervision of account opening and updates (including adherence to Know Your Client, Know Your Product, and suitability), supervision and monitoring of trading and portfolio management, personal account dealing approval procedures and policies linked to market abuse controls, and ongoing assessment and management of conflicts of interests.
• Timely submission of accurate regulatory reporting and coordinating registrations.
• Identify compliance training needs, develop, and deliver compliance training, including ensuring registered and unregistered client-facing employees have the appropriate training.
• Partnering with the business to review the design and structuring of specific transactions, new products, services, operational procedures, operational change, and initiatives.
• Managing relationships with custodians, brokers, data providers, and other operational and compliance service providers.
• Create and deliver an annual Compliance Plan and oversee and support monitoring activities in line with the Compliance Plan ensuring that remedial action is taken, and that material issues, incidents, and breaches are escalated to relevant stakeholders.
• Submit an annual report to the Board of Directors for the purpose of assessing compliance by the firm and individuals acting on its behalf, with securities legislation.
• Champion compliance, align the department's activities and responsibilities with the firm's strategic direction, support and provide pragmatic risk-based advice, and counsel to all appropriate stakeholders.
• Provide guidance and advice to business management in developing appropriate 'tone from the top' and awareness of required business conduct and ethical standards.
• Support the Ultimate Designated Person, Boards, and Governance Committees via compliance management information reporting, ad hoc communications, and guidance as necessary.
• Maintain a trusted environment where employees can report risk and compliance issues and concerns to the CCO.
The ability to serve as Chief Compliance Officer is a requirement of the role.
• Relevant CSI courses as required by securities commission to be registered as a Chief Compliance Officer and Supervisor (e.g., Canadian Securities Course, Chief Compliance Officers Qualifying Exam, PDO and relevant continuing education courses).
10+ years of relevant securities industry and professional experience, including senior compliance and risk management roles and experience dealing with regulators.
• Strong knowledge of securities industry’s regulatory compliance practices, procedures and principles applicable to securities legislation and regulation.
• Strong digital skills, including advanced Excel, comfort with remote technologies, and experience using a variety of third-party software.
• University degree in a related field of finance or economics, Law degree or professional designation (e.g.,
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 client relationships, assessing insurance needs, and recommending suitable solutions. The ideal candidate will have a client-focused approach, strong industry knowledge, and the ability to navigate complex policies and regulatory requirements.
Responsibilities
Conduct insurance needs analyses for clients to recommend tailored solutions.
Provide advice on life, health, and other insurance products, ensuring clients are informed about their options.
Assist clients with policy applications, renewals, and claims processing.
Maintain up-to-date knowledge of insurance products, market trends, and regulations.
Build and maintain strong relationships with clients through regular communication and follow-ups.
Collaborate with internal teams and insurance carriers to address client inquiries and fulfill service requests.
Ensure all client interactions and documentation comply with industry regulations and company policies.
Prepare client presentations, proposals, and reports to support advisory discussions.
Job Requirements
Must-have:
~ A valid insurance license
~3-7 years of experience as a Licensed Insurance Advisor or in a similar role.
~ Comprehensive understanding of insurance products, policies, and industry regulations in Canada.
~ Strong interpersonal skills with a proven ability to build rapport and trust with clients.
~ Exceptional organizational and time management skills.
~ Proficiency in Microsoft Office and insurance-specific software tools.
~ Ability to work full-time, in person.
What’s in it for you?
Competitive salary and incentives.
Opportunity to work in a growing, dynamic, and high-performing company in the downtown financial district.
Comprehensive benefits package, including health, dental, and professional development support.
