{"id":4128620,"url":"https://alion.io/job/optimus-sbr-associate-financial-services-group","title":"Associate - Financial Services Group","company":{"id":687676,"name":"Optimus SBR","domain":"optimussbr.com","url":"https://alion.io/company/optimussbr","size_band":"11-50","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Lever","truth_index":null},"role":"HR","role_family":"HR","seniority":"middle","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Toronto, Canada"],"countries":["CA"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":4,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-07-16T18:02:32Z","employer_posted_date":"2026-07-16","last_verified_at":"2026-11-12T01:55:06Z","board_verified":true,"closed_at":null,"days_open":118,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":118},"description":"About the Role\nJoin 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.\nAbout Us\nOptimus SBR is a leading management consulting firm and award-winning workplace where we help organizations get done what isn’t.\nOur 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.\nOur Awards and Recognitions:\nBest Workplaces™ in Canada National List 2026\nBest Workplaces™ with the Most Trusted Executive Team 2026\nBest Workplaces™ for Young Talent 2026\nBest Workplaces™ for Women 2026\nBest Workplaces™ in Professional Services 2026\nGlobe and Mail - Canada's Top Growing Companies 2025\nWaterstone Human Capital - Canada’s Most Admired Corporate Cultures™ 2025\nCulture is Everything. Period.\nThat’s why we’ve been consistently rated one of the best places to work in North America - and are one of the fastest growing. As a firm that was built on culture, we value our people and their growth. Each of us embody the entrepreneurial spirit and have something unique to contribute to the fabric of our organization. From employee-championed committees to celebratory events and learning paths, these are just a few of the ways we cultivate a positive and engaging work environment.\nWhat’s in It for You?\nGrowth Opportunities: Build your career through challenging, impactful projects and continuous learning.\nDiverse Workplace: Collaborate with a team of professionals from unique backgrounds, fostering innovation.\nFlexibility and Autonomy: Enjoy the freedom to take ownership of your work and drive meaningful results.\nLeadership Development: Develop your skills through mentorship and career progression opportunities.\nResponsibilities:\nSupport consulting engagements for financial services clients across banking, capital markets, insurance, payments, wealth management, and related sectors.\nConduct quantitative and qualitative analysis to identify business challenges, evaluate opportunities, and support evidence-based recommendations.\nGather and document business, functional, and process requirements through interviews, workshops, research, and stakeholder consultations.\nAnalyze current-state operations, customer journeys, processes, controls, and performance data to identify gaps and improvement opportunities.\nAssist in designing future-state processes, operating models, implementation plans, and practical solutions aligned with client objectives.\nDevelop clear, concise, and visually effective presentations, reports, process maps, financial models, and other client deliverables.\nSupport project planning, status reporting, risk and issue management, meeting coordination, and the tracking of decisions and action items.\nCollaborate effectively with client stakeholders and Optimus SBR team members at all levels of the organization.\nParticipate in client meetings and workshops, capturing key findings and communicating ideas with professionalism and confidence.\nConduct industry, market, regulatory, and competitive research relevant to the financial services sector.\nSupport business development activities, including proposal development, research, and the preparation of client-facing materials.\nManage assigned work independently, meet project deadlines, and proactively communicate progress, risks, and required support.\nContribute to internal initiatives, knowledge development, and continuous improvement across the Financial Services Group.\nContribute to the life and culture of Optimus SBR.\nQualifications:\n4+ years of relevant experience in management consulting, financial services, business analysis, project delivery, operations, strategy, transformation, or a related field.\nUnderstanding of the financial services industry, including banking, insurance, capital markets, payments, wealth management, or financial operations.\nStrong analytical and structured problem-solving skills, with the ability to synthesize complex information into practical insights.\nExperience conducting research, analyzing data, documenting requirements, or assessing business processes.\nAbility to develop professional presentations, reports, spreadsheets, and other client-ready deliverables.\nStrong written and verbal communication skills, including the ability to communicate effectively with team members and client stakeholders.\nStrong organizational skills, attention to detail, and the ability to manage competing priorities in a fast-paced environment.\nDemonstrated initiative, intellectual curiosity, adaptability, and a willingness to learn.\nCollaborative and team-oriented approach, with the confidence to contribute ideas and respectfully challenge assumptions.\nProficiency with Microsoft Excel, PowerPoint, Word, and Outlook.\nExperience with data analysis, process mapping, project management, visualization, or collaboration tools is considered an asset.\nAbility to demonstrate the bold, entrepreneurial, hard-working, and client-focused behaviours that support Optimus SBR’s culture.\n\nRequired Education: Related University Degree\n\nPreferred Education: Post-Graduate degree, MBA, CPA, CFA or other relevant designations; or equivalent experience\nInterview recording & AI notetakers\nDuring 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.\nCompensation: Salary range is $82,500-$90,000 CAD\nSalary 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.\nA Taste of Some of the Great Benefits at Optimus\nFinancial\nAnnual Bonus\nRetirement savings through our Group RRSP program\nCompany equity for Managers and above\nMaternity and Parental Leave with top up compensation\nFlexibility\nWork in a Hybrid model (when client projects permit)\n12 Optimus Days paid\nHealth\nTop-tier health benefits\nLife & disability insurance\nHealth Spending Dollars","description_format":"text","description_chars":6866,"description_truncated":false,"requirements":{"experience_years_min":4,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"master","optional":false},"security_clearance":false,"languages":[]},"benefits":["Continuous learning","Equity","Growth opportunities","Parental leave"],"hiring_locations":[{"name":"Canada","iso":"CA","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Management Consulting"],"lifecycle":[{"event":"open","at":"2026-11-12T01:55:06Z"}],"visa":[{"country":"CA","licensed_sponsor":true,"adverts_offering_sponsorship_24m":0,"sanctioned_now":false,"evidence":"Approved LMIA in the last two years","filings_12m":0,"filings_prev_12m":1,"green_card_filings_12m":null,"median_offered_wage_usd":null,"route":null,"cap_exempt":false,"checked_at":"2026-11-11T07:38:50+00:00","sources":["ESDC: employers issued a positive LMIA"],"filings_for_role_12m":0}],"liveness":{"score":8,"band":"cold","label":"Long shot","p_open":1,"p_active":0.291,"p_room":0.28,"age_days":118,"expected_fill_days":30,"reasons":["conf:1","win:tail","crowd:"],"computed_at":"2026-11-12T03:30:46Z"},"pay":null,"html_url":"https://alion.io/job/optimus-sbr-associate-financial-services-group","json_url":"https://alion.io/job/optimus-sbr-associate-financial-services-group.json","meta":{"generated_at":"2026-11-12T03:30:46Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":7641,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-13T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":687676},"rest":"https://alion.io/mcp/rest/get_company?id=687676"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Foptimus-sbr-associate-financial-services-group"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Foptimus-sbr-associate-financial-services-group"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Foptimus-sbr-associate-financial-services-group"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/optimus-sbr-associate-financial-services-group\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Foptimus-sbr-associate-financial-services-group"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4128620}},{"tool":"search_jobs","arguments":{"company":"optimussbr.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4128620},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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