Associate – Financial Services Group

• 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.

• 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.
• Experience with data analysis, process mapping, project management, visualization, or collaboration tools is considered an asset.
• Ability to demonstrate the bold, entrepreneurial, hard-working, and client-focused behaviours that support Optimus SBR’s culture.

• Required Education: Related University Degree

• Preferred Education: Post-Graduate degree, MBA, CPA, CFA or other relevant designations; or equivalent experience

 

Interview recording & AI notetakers 

During the interview process, we may use transcription or AI notetaking tools. To protect privacy, legal compliance, and interviewer/candidate experience, the use of these tools is not permitted without your prior consent. We will ask for your consent and if you wish to decline, handwritten notes are welcome.

Compensation: Salary range is $82,500-$90,000 CAD

Salary ranges are designed to be competitive. Individual compensation is determined by skills, qualifications, and experience and is subject to negotiation and subject to the candidate meeting the specific requirements or the role. Exceptional candidates may be considered above the top of the range, and pay can increase quickly for those who make a big impact in the role.

A Taste of Some of the Great Benefits at Optimus

Financial

• Annual Bonus
• Retirement savings through our Group RRSP program
• Company equity for Managers and above
• Maternity and Parental Leave with top up compensation

Flexibility

• Work in a Hybrid model (when client projects permit)
• 12 Optimus Days paid

Health

• Top-tier health benefits
• Life & disability insurance
• Health Spending Dollars

So, what’s next?

At Optimus SBR, we’re all about creating a space where everyone belongs and can thrive. We’re committed to diversity and inclusion, welcoming people from all backgrounds. We’re proud to back missions like the BlackNorth Initiative to drive real change. Let’s 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 process—such as accessible meeting rooms or captioning for virtual interviews—please let us know. Your needs will be met with respect and confidentiality. We look forward to connecting with you!

Vacancy Status: Existing vacancy within our organization.

Submit your application with your resume today! While we appreciate all applications, only selected candidates will be contacted for interviews.