Company Description
Optimize Wealth Management (Optimize Inc.) is a premier wealth management firm in Toronto, ON, focusing on personalized financial solutions for clients at every stage of their lives. Their services include financial planning, portfolio management, tax preparation, debt management, and estate planning. Optimize Inc. emphasizes matching clients’ financial and life goals with a personalized strategy and top-tier customer service experience.
Role Description
This is a full-time on-site role for a Vice President of Investment Banking at Optimize Wealth Management. The Vice President will oversee financial modeling, due diligence, and financial analysis to support our firm’s growth. They will be responsible for managing finance projects, conducting analytical reviews, and providing strategic financial advice.
Qualifications
• Superior Business Development Skills
• Financial Modeling and Analytical Skills
• Experience in Investment Banking and Finance
• Strong Due… Diligence capabilities
• Excellent communication and interpersonal skills
• Bachelor’s or Master’s degree in Finance, Economics, or related field
• Certifications such as CFA or CPA are a plus
Company: Optimize Wealth Management
Location: Toronto, ON, Canada
Salary Range:
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