COO

Optimize Wealth Management is a premier wealth management firm in Toronto, ON, dedicated to achieving our clients' financial goals. We offer personalized financial solutions covering financial planning, portfolio management, tax preparation, debt management, and estate planning. Our holistic approach focuses on matching clients' financial and life goals with personalized strategies for success. The opportunity

We are seeking an experienced Chief Operating Officer (COO). In this role, you will lead operational strategy, scale our infrastructure and teams, and drive efficiency across operations, technology, and client services. You will oversee the optimization of cloud systems, business processes, and organizational growth while collaborating with executive leadership to deliver exceptional results. This is a full-time, on-site position (Monday to Friday, 8:30 a.m. to 5:30 p.m.) at our downtown Toronto office. Key responsibilities:

Oversee core operations including client servicing departments, and delivery of technology-enabled business solutions. Lead systems and process development for scalable internal infrastructure and workflows. Optimize internal systems, SaaS integrations, and CI/CD pipelines. Implement strategic initiatives for business process efficiency, compliance, risk management, and performance metrics. Manage project execution across operational initiatives, ensuring timely delivery and alignment with business goals. Collaborate with leadership on growth planning, operational strategy, and cross-functional projects. Monitor industry trends in cloud technology, financial operations and operations best practices to maintain competitive advantage. Qualifications:

Minimum of 10 years in senior operations or executive leadership, preferably in tech, SaaS, or high-growth businesses. Strong background in systems/process development, project management and managing technical teams. Proficiency with tools like GitHub, Slack, Google Workspace, and financial technology platforms. Excellent communication and problem-solving skills, with experience translating technical operations into business strategy.

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