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Added 18 mins ago
C
Analyst, HR Service Center, Benefits and Absences
Couche-Tard
Laval, QC
- Full-time
Support the Financial Accounting and Payroll teams in preparing the end-of-period process;
Added 18 mins ago
WC
(CAN) Bureau de la comptabilité
Walmart Canada
Rouyn-Noranda, QC
- Full-time
Position Summary...Manages all store funds through accurate cash handling and record keeping to ensure financial integrity and security.
Added 18 mins ago
WC
(CAN) Préposé de soutien des bureaux
Walmart Canada
Rouyn-Noranda, QC
- Full-time
…service. In this role, you support store success by maintaining financial accuracy, pricing integrity, inventory control, and profitability, while helping ensure smooth daily operations. As…
Added 18 mins ago
N
Canadian and U.S. Tax Manager
NPAworldwide
Toronto, ON
- Full-time
Review financial statements and compilation engagements
Added 18 mins ago
N
Senior Accountant
NPAworldwide
Toronto, ON · North York, ON
- Full-time
Own month-end close including journal entries, accruals, balance sheet reconciliations, and financial statement preparation
Added 18 mins ago
N
Senior Accountant
NPAworldwide
Markham, ON
- Full-time
Own month-end close including journal entries, accruals, balance sheet reconciliations, and financial statement preparation
Added 18 mins ago
WC
(CAN) Bureau de la comptabilité
Walmart Canada
Rouyn-Noranda, QC
- Full-time
Position Summary...Manages all store funds through accurate cash handling and record keeping to ensure financial integrity and security.
Added 18 mins ago
WC
(CAN) Préposé de soutien des bureaux
Walmart Canada
Rouyn-Noranda, QC
- Full-time
…service. In this role, you support store success by maintaining financial accuracy, pricing integrity, inventory control, and profitability, while helping ensure smooth daily operations. As…
Added 18 mins ago
N
Canadian Tax Manager
NPAworldwide
Toronto, ON
- Part-time
…who can immediately contribute by reviewing tax returns and financial statements, providing technical guidance to staff, and helping manage client…
Added 18 mins ago
DI
Business System Analyst (Mandarin)
Dawn InfoTek
Toronto, ON
- Contract
Dawn InfoTek Inc. is a professional IT consulting firm that partners with major financial institutions, investment firms, and government organizations. We provide high-quality IT…
Added 18 mins ago
N
Senior Accountant
NPAworldwide
Toronto, ON
- Full-time
Own month-end close including journal entries, accruals, balance sheet reconciliations, and financial statement preparation
Added 18 mins ago
V
Estimating Lead
voestalpine
Richmond, BC
- Full-time
Prepare accurate, well-documented estimates using Nortrak’s methodology, financial and operational data, historical costs, and validated supplier or subcontractor quotations.
Added 18 mins ago
T
Personal Banking Associate Trainee
TD
Winnipeg, MB
- Full-time
…you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the…
Added 18 mins ago
B
Vice President, Counterparty Credit Risk / XVA Quant
BMO
Toronto, ON · FCP
- Full-time
BMO Capital Markets is a leading, full-service North American-based financial services provider, with over 2,700 professionals in 30+ locations around the world, including 20 offices in…
Added 33 mins ago
Bilingual Sr. Specialist, MU Servicing and Default Management
CMHC - SCHL
Toronto, ON · Ottawa, ON · Montreal, QC
…leadership, guidance and coaching to team members to ensure financial, legal, property management and all other appropriate practices and policies are applied to servicing requests. You…
Added 33 mins ago
AC
Administrative Assistant
Aston Carter
Calgary, AB
- $21 CAD / hour
- Contract
Apply strong attention to detail to minimize errors, recognizing that mistakes can have significant financial impacts.
Added 48 mins ago
UO
Front Desk Clerk
University of Victoria
Victoria, BC
- Temporary
…Clerk provides administrative support, processes a variety of financial transactions, and maintains the key inventory for residence buildings.The Front Desk Clerk is knowledgeable about the…
Added 48 mins ago
CO
Corporate Services Financial & Administration Manager
City of Lethbridge
Lethbridge, AB
- Full-time
…service? Do you take pride in helping others understand complex financial information and turn it into clear, practical decisions that serve the community? If collaboration, accuracy, and…
Added 48 mins ago
FO
Project Officer, Funding – Sustainable Affordable Housing
Federation of Canadian Municipalities
Ottawa, ON · Greater Ottawa Metropolitan Area
- Full-time
Added 1 hour ago
T
Business Systems Analyst II
TD
Toronto, ON
- Full-time
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product,…
Added 1 hour ago
T
PIA Client Service Associate
TD
Kamloops, BC
- Full-time
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product,…
Added 1 hour ago
T
Quality Engineer II (VMS)
TD
Toronto, ON
- Full-time
Added 1 hour ago
T
Personal Banking Associate Trainee
TD
Winnipeg, MB
- Full-time
…you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the…
Added 1 hour ago
T
Business Systems Analysis Specialist
TD
Toronto, ON
- Full-time
Added 1 hour ago
LC
Chief Financial Officer
Lakefield College School
Lakefield, ON
- Full-time
Lakefield College School (LCS) is seeking an experienced Chief Financial Officer (CFO) to provide strategic financial leadership for both the School and LCS Foundation. The ideal candidate…

Optimize Financial Group

Assistant

Toronto, ON, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 4, 2026
Posting language: English
Posted: Oct 5, 2026

Original job description

Optimize Financial Group is a premier wealth management firm in Toronto, ON, dedicated to helping clients achieve their financial goals through personalized financial solutions. We specialize in financial planning, portfolio management, tax preparation, debt management, and innovative investment strategies, supported by proprietary technology and exceptional service.

The Opportunity

We are seeking a highly organized, resourceful, and discreet Assistant to provide administrative, office, personal, and project-based support. This full-time, on-site role is well suited to someone who enjoys variety, takes initiative, and can manage multiple priorities with professionalism and strong attention to detail.

The successful candidate will coordinate office operations, meetings, travel, vendors, property-related matters, personal requests, and ad hoc operational projects. This role requires excellent judgment, reliable follow-through, and the ability to handle confidential information with discretion.

Key Responsibilities

Support inbox management by monitoring correspondence, coordinating required approvals, and following up on outstanding action items.
Coordinate travel arrangements, including hotels, rental cars, reservations, itineraries, and other logistics.
Schedule and coordinate personal appointments, leisure activities, errands, family-related matters, and other day-to-day requests.
Book and prepare boardrooms for meetings, communicate guest details to reception, and ensure rooms are clean, organized, and properly set up.
Coordinate AV, videoconferencing, catering, and other meeting technology or logistical requirements.
Assist with personal property management, including coordinating contractors, service providers, maintenance work, vendor access, quotes, invoices, and payment follow-up.
Report maintenance issues and coordinate follow-up through to completion.
Coordinate project approvals, invoicing, payments, and communication with relevant internal and external stakeholders.
Support storage organization, inventory-related projects, and office or operational improvements.
Source and purchase various operational items, including researching vendors, obtaining quotes, and coordinating delivery where required.
Provide general administrative and project support as required.

Qualifications

Previous experience in an executive assistant, administrative coordinator, personal assistant or a similar role. Hospitality or property management is a plus.
Exceptional organizational, time-management, and multitasking abilities.
Strong written and verbal communication skills, with a professional and polished manner.
High level of discretion and sound judgment when handling confidential personal, business, and financial information.
Proven ability to manage competing priorities, follow through on details, and work independently.
Comfortable communicating with clients, senior leaders, contractors, vendors, property managers, and service providers.
Proficiency in Microsoft Office, calendars, email, videoconferencing platforms, and spreadsheet-based tracking tools.
Availability to work full-time on-site

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More about this job

Responsibilities

Manage administrative, office, personal, and project-based support, including correspondence, travel, appointments, meetings, and day-to-day requests. Coordinate property maintenance, vendors, purchasing, approvals, invoices, payments, storage, and operational improvement projects.

Requirements

Previous experience in an executive assistant, administrative coordinator, personal assistant, or similar role is required; hospitality or property management experience is an advantage. Candidates should be highly organized, discreet, independent, and effective at managing competing priorities, with strong communication skills and proficiency in Microsoft Office, calendars, email, videoconferencing, and spreadsheet tracking tools.

Skills

Inbox Management
Travel Coordination
Calendar Management
Meeting Coordination
Videoconferencing
Vendor Management
Property Management
Project Coordination
Invoice and Payment Coordination
Procurement
Inventory Management
Microsoft Office
Written and Verbal Communication
Organization
Time Management
Discretion

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Services
Financial Planning
Portfolio Management
Tax Preparation
Debt Management
Investment Strategies
Inbox Management
Travel Arrangements
Calendar Management
Boardroom Preparation
Videoconferencing
Meeting Technology
Property Maintenance
Contractor Coordination
Vendor Management
Project Approvals
Invoicing
Payment Follow-Up
Procurement
Vendor Research
Quote Management
Storage Organization
Inventory Projects
Microsoft Office
Email
Spreadsheets
Confidential Information

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