Senior Associate, Financial Services Group

About The Role Join a collaborative, inclusive, and dynamic team that thrives on innovation, mentorship, and growth. The Senior Associate, Financial Services Group role is an exciting opportunity to contribute to meaningful projects across the financial sector, helping to shape the future of banking and financial services. If you’re passionate about problem-solving, leadership, and making an impact, this role is for you.

About Us Optimus SBR is a leading management consulting firm and an award-winning workplace. Recognized by Great Place to Work® as one of the Best Workplaces™ in Professional Services 2024, and by Waterstone Human Capital® as one of Canada’s Most Admired Corporate Cultures™, we help organizations get done what isn’t.

Our team of committed consultants swiftly takes action to deliver innovative and impactful results. We are the largest independently owned Canadian management consulting firm – a place where people and culture come first. Our market positioning is based on attracting the best people who are insatiably curious, entrepreneurial thinking, hard-working, and bold. We think the world needs more of that, and we are doing our part.

Culture is Everything. Period. That’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 embodies the entrepreneurial spirit and has 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.

What’s in It for You

Growth Opportunities: Build your career through challenging, impactful projects and continuous learning

Diverse Workplace: Collaborate with a team of professionals from unique backgrounds, fostering innovation

Flexibility and Autonomy: Enjoy the freedom to take ownership of your work and drive meaningful results

Leadership Development: Develop your skills through mentorship and career progression opportunities

Responsibilities

Lead and collaborate with teams, providing coaching and mentorship. Support employees through Optimus SBR’s Career Development Program (CDP)

Champion change management, including process improvements, standard operating procedure updates, and training

Own project management responsibilities, including planning, progress tracking, and stakeholder engagement

Develop and execute solutions that create positive change in financial services

Participate in proposal development and other sales support activities

Contribute to the life and culture of Optimus SBR

Qualifications

5-8 years of relevant experience in banking or financial services

Prior consulting and banking experience is a strong asset

Business analysis and/or project management skills are an asset

Experience leading teams and small-to-medium-sized projects with an emphasis on collaboration and coaching

Strong relationship-building skills, with the ability to motivate and mentor others

Excellent facilitation skills and the ability to influence stakeholders

Problem-solver who thrives in dynamic environments

Strong writing, communication, and presentation skills

Entrepreneurial spirit with a passion for driving innovation and growth

Required Education: Related University Degree

Preferred Education: Post-Graduate degree (e.g., MBA, MPA or MPP), PMP, CPA, or additional professional designation (e.g., Lean, or PROSCI)

Compensation $100,00-130,000 annually (subject to negotiation and subject to the candidate meeting the specific skills, experience, education, and qualification requirements)

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.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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