{"id":764838,"url":"https://alion.io/job/optimussbr-senior-associate-financial-services-group","title":"Senior 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,"is_intermediary":false,"ats_vendor":"Lever","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"hiring_geo_confidence":"structured","locations":["Toronto, Canada"],"countries":["CA"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":56000,"max_usd":116000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":241},"experience_years_min":6,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-07-16T18:09:08Z","employer_posted_date":"2026-07-16","last_verified_at":"2026-09-23T18:36:17Z","board_verified":true,"closed_at":null,"days_open":69,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":69},"description":"About the Role\nJoin a dynamic and engaging team that thrives on collaboration, innovation, and growth. TheSenior Associate role within our Financial Services Group is an exciting, transformative opportunity to lead meaningful work for financial services organizations across banking, capital markets, insurance, payments, wealth management, and related sectors. If you’re passionate about solving complex problems, supporting teams, and delivering practical, high-impact solutions, 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 2025\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:\nLead and support consulting engagements for financial services clients across banking, capital markets, insurance, payments, wealth management, and related sectors.\nManage defined project workstreams, including planning activities, assigning tasks, monitoring progress, and ensuring the timely delivery of high-quality work.\nConduct quantitative and qualitative analysis to evaluate business challenges, identify opportunities, and develop practical, evidence-based recommendations.\nFacilitate stakeholder interviews, working sessions, and workshops to gather requirements, validate findings, and build alignment around proposed solutions.\nAssess current-state operating models, processes, controls, customer journeys, data, and organizational capabilities to identify gaps and improvement opportunities.\nDesign future-state processes, operating models, implementation roadmaps, governance structures, and performance measures aligned with client objectives.\nDevelop clear, concise, and visually effective presentations, reports, financial models, business cases, process maps, and other client-ready deliverables.\nSupport project governance through status reporting, risk and issue management, decision tracking, resource coordination, and stakeholder communications.\nBuild effective working relationships with client stakeholders and communicate confidently with project teams, managers, and senior leaders.\nConduct industry, market, regulatory, and competitive research relevant to the financial services sector.\nIdentify emerging project risks and issues, recommend mitigation strategies, and escalate concerns appropriately.\nSupport business development activities, including proposal development, scoping, research, and the preparation of client-facing materials.\nContribute to the development of intellectual capital, methodologies, tools, and reusable assets for the Financial Services Group.\nProvide day-to-day direction, coaching and mentoring project teams. You will also be responsible for career management, professional development, and supporting employees through Optimus SBR’s Career Development Program (CDP).\nContribute to the life and culture of Optimus SBR.\nQualifications:\n6+ years of progressive experience in management consulting, financial services, business transformation, strategy, operations, project delivery, or a related field.\nDemonstrated experience leading project workstreams or coordinating teams in a consulting, financial services, or complex corporate environment.\nStrong understanding of the financial services industry, including one or more of banking, capital markets, insurance, payments, wealth management, risk, compliance, or financial operations.\nStrong analytical and structured problem-solving skills, with the ability to synthesize complex information and translate findings into practical recommendations.\nExperience gathering requirements, assessing processes, conducting research, analyzing data, and developing future-state solutions.\nAbility to create professional, persuasive, and executive-ready presentations, reports, business cases, and other client deliverables.\nStrong facilitation, written communication, and verbal presentation skills.\nDemonstrated ability to build trusted relationships with clients and collaborate effectively with stakeholders at different organizational levels.\nStrong project management, organizational, and time-management skills, with the ability to manage competing priorities and meet deadlines.\nExperience supporting, coaching, or providing direction to junior team members.\nDemonstrated initiative, sound judgement, intellectual curiosity, adaptability, and ownership.\nProficiency with Microsoft Excel, PowerPoint, Word, and Outlook.\nExperience with process mapping, financial modelling, data analysis, visualization, project management, 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 $100,000-130,000 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":7668,"description_truncated":false,"requirements":{"experience_years_min":6,"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","Professional development"],"hiring_locations":[{"name":"Canada","iso":"CA","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Professional Services","Management Consulting"],"lifecycle":[{"event":"open","at":"2026-09-11T19:41:28Z"}],"liveness":{"score":9,"band":"cold","label":"Long shot","p_open":1,"p_active":0.321,"p_room":0.28,"age_days":69,"expected_fill_days":30,"reasons":["conf:11","win:tail","crowd:"],"computed_at":"2026-09-24T05:45:00Z"},"pay":null,"html_url":"https://alion.io/job/optimussbr-senior-associate-financial-services-group","json_url":"https://alion.io/job/optimussbr-senior-associate-financial-services-group.json","meta":{"generated_at":"2026-09-24T07:13:49Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers"}}