Optimize Wealth Management is a premier portfolio management firm with a strong commitment to using proprietary technology to deliver innovative solutions to financial professionals and their clients.

The Opportunity:

We are seeking a strategic and results‑oriented Finance Manager to oversee accounting, financial operations, and cost control from our Toronto headquarters. This role blends strategic financial management with hands‑on control of daily accounting, reporting, and vendor oversight. As the organization’s financial gatekeeper, you will ensure every expenditure is justified, every vendor delivers value, and senior leadership has an accurate, real‑time view of the company’s financial position. This is a full‑time, on‑site position (Monday to Friday, 8:30 a.m. to 5:30 p.m.).

Key Responsibilities:

• Manage all accounting operations and ensure timely, accurate financial reporting (P&L, Balance Sheet, and Cash Flow) in complianc...