Compliance Analyst

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.

We are looking for a Compliance Analyst to join our team. This role requires strong knowledge of compliance supervision, regulatory standards, and client account oversight. We are looking for people who are detail-oriented, diligent, and passionate about ensuring the highest standards of regulatory and operational compliance. You need to be highly organized and able to manage multiple priorities.

As a member of the Compliance Team, your role would entail:

• Reviewing and approving new client accounts in line with regulatory requirements
• Supe...