Senior Associate, Financial Services Group

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, hard-working, and bold thinkers.

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. We value diverse perspectives and invest in the professional development of our people. From employee-driven initiatives to mentorship programs and leadership development opportunities, we foster an environment where everyone is supported to succeed.

What’s in It for You?

•Opportunities for Growth: Take on leadership roles, tackle challenging projects, and advance your career.

•Inclusive Workplace: Work with professionals from diverse backgrounds in a culture that values collaboration and mentorship.

•Flexibility and Autonomy: Balance your professional and personal goals while delivering meaningful results.

•Leadership Development: Build your skills through mentorship and coaching, helping you develop into a future leader in finance.

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.

Education Requirements

•Related University Degree.

So, what’s next?

At Optimus SBR, we’re committed to creating a space where everyone belongs and can thrive. We actively support diversity and inclusion, and we’re proud to back initiatives like the BlackNorth Initiative to drive real change. Let’s build something meaningful together, where your voice matters, and your leadership potential is recognized.

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.