Senior Associate - Financial Services Group
optimussbr
| Company | optimussbr |
| Category | Finance |
| Location | Toronto |
| Remote | Hybrid |
| Employment | Not stated |
| Level | Senior |
| Salary | Not stated by the employer |
| Posted | 16 Jul 2026 |
| Last verified | 10 Aug 2026 |
| Source | Employer ATS (lever) |
Description
About the Role
Join a dynamic and engaging team that thrives on collaboration, innovation, and growth. The Senior 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.
About Us
Optimus SBR is a leading management consulting firm and award-winning workplace where we help organizations get done what isn’t.
Our 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.
Our Awards and Recognitions:
Best Workplaces™ in Canada National List 2026
Best Workplaces™ with the Most Trusted Executive Team 2026
Best Workplaces™ for Young Talent 2026
Best Workplaces™ for Women 2026
Best Workplaces™ in Professional Services 2025
Globe and Mail – Canada's Top Growing Companies 2025
Waterstone Human Capital - Canada’s Most Admired Corporate Cultures™ 2025
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 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.
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 support consulting engagements for financial services clients across banking, capital markets, insurance, payments, wealth management, and related sectors.
• Manage defined project workstreams, including planning activities, assigning tasks, monitoring progress, and ensuring the timely delivery of high-quality work.
• Conduct quantitative and qualitative analysis to evaluate business challenges, identify opportunities, and develop practical, evidence-based recommendations.
• Facilitate stakeholder interviews, working sessions, and workshops to gather requirements, validate findings, and build alignment around proposed solutions.
• Assess current-state operating models, processes, controls, customer journeys, data, and organizational capabilities to identify gaps and improvement opportunities.
• Design future-state processes, operating models, implementation roadmaps, governance structures, and performance measures aligned with client objectives.
• Develop clear, concise, and visually effective presentations, reports, financial models, business cases, process maps, and other client-ready deliverables.
• Support project governance through status reporting, risk and issue management, decision tracking, resource coordination, and stakeholder communications.
• Build effective working relationships with client stakeholders and communicate confidently with project teams, managers, and senior leaders.
• Conduct industry, market, regulatory, and competitive research relevant to the financial services sector.
• Identify emerging project risks and issues, recommend mitigation str