Managing your LinkedIn Profile (Mobile)

Your LinkedIn profile is an important part of showcasing your role at Optimize Wealth Management. By keeping your profile updated with accurate and consistent information, you can highlight your professional experience and the value you bring to clients, colleagues, and industry connections.

Add, change, or end a job on a mobile 

If you don't have any positions listen on your profile, the Experience section won't appear.

To add the Experience section and a position(s):

1. Tap your profile photo, then tap View Profile.

2. Tap Add section. 

3. Under Core, tap Add position.

4. In the Add experience pop-up window, enter the following information into the field provided:

   1. Title: Your job title 
   2. Employment type: Select Permanent Full-Time
   3. Company Name: Search "Optimize Wealth Management" and select the option when it is displayed.
   4. Location: Your city, province, and country.
   5. Ensure that the check box "I am currently working in this role" is selected.
   6. Start Date: The month and year that your employment at Optimize Wealth Management began.
   7. Description: Please refer to the "Client facing job descriptions" section at the bottom of this article and use the pre-approved description for your respective role.

       5. Tap Save.

To edit or end a position:

1. Tap your profile photo, then tap View Profile. 

2. Scroll to the Experience section. 

3. From here you can:

   1. Add: Tap the + icon at the top of the Experience section. Make changes where applicable and tap Save. 
   2. Edit: Tap the icon, then tap the Edit icon again next to the position you want to edit. Make changes where applicable and tap Save.

Add or change the cover image on your profile

To add a cover image:

1. Tap your profile photo.

2. Tap View profile.

3. On your profile, tap the icon on the upper-right corner of your introduction section.

   

4. From the Add photo pop-up:

   1. Tap Upload from photos to select a picture from your mobile device’s photo library

5. Tap Save on the upper right.

To change a cover image:

1. Tap your profile photo, then tap View profile.

2. On your profile, tap your cover image in the introduction section.

3. From here, you can:

   • Add photo: Tap Add photo to either select an image from your mobile device’s photo library or take a new one
   • Edit: Tap Edit to crop the photo, use photo filters, adjust, change the position and size, or rotate your profile photo

4. Tap Save on the upper right (if applicable).

Add or change your LinkedIn Profile Picture

To add a profile photo:

1. Tap your profile photo, then tap View profile.

2. On your profile, tap the Camera icon on the upper left.
   1. If you’ve already added a profile photo, you won’t see the Camera icon.

3. Tap Photo to take a photo or select a photo from your mobile device’s photo library.

4. Tap Save

To change your profile photo:

1. Tap your profile photo, then tap View Profile. 

2. On your profile, tap your profile photo in the upper left corner.

3. Tap View or edit profile photo in the pop-up.

4. In the Profile photo pop-up, you can:
   1. Tap  Add photo and follow prompts to change your profile photo.
5. Tap Save.

Edit Your Headline

To edit your professional headline:

1. Tap your profile picture, then tap View Profile. 

2. Tap the Edit icon in your introduction section. 

3. In the Edit intro page, make the applicable changes in the Headline field. 

4. Tap Save on the upper right.

Client-facing Role Descriptions 

The following job descriptions are for the most common client-facing roles at Optimize Wealth Management. By utilizing these standardized descriptions, you ensure consistency across profiles, making it easier for clients, colleagues, and industry professionals to understand your expertise and the value you bring to your role.

Wealth Planner:

At Optimize Wealth Management, we’re passionate about creating opportunities—both for our clients and our team. As a Canadian-owned wealth management firm, we empower our advisors and financial professionals to make a lasting difference in clients’ lives through thoughtful, independent financial guidance. With a strong foundation built on decades of experience and offices across Canada, Optimize Wealth Management provides a full range of services, including financial planning, tax preparation, will and estate planning, insurance, and investment management. We work with a diverse range of clients, including high-net-worth individuals, families, and businesses, to help them achieve their financial goals. As a Wealth Planner at Optimize, I provide clients with personalized financial strategies to support their wealth and legacy goals. My role involves delivering a comprehensive suite of services—from financial planning and tax preparation to estate and will planning—tailored to meet each client’s unique needs. I ensure clients receive investment guidance from licensed Portfolio Managers, while I focus on crafting proactive, high-touch plans that help preserve and grow their wealth. My commitment is to empower clients with confidence and peace of mind as they pursue their financial aspirations. Working closely with the entire Optimize team, I bring a cohesive approach to wealth management that evolves with each client’s journey.

Wealth Planner Assistant:

At Optimize Wealth Management, we’re passionate about creating opportunities—both for our clients and our team. As a Canadian-owned wealth management firm, we empower our advisors and financial professionals to make a lasting difference in clients’ lives through thoughtful, independent financial guidance.With a strong foundation built on decades of experience and offices across Canada, Optimize Wealth Management provides a full range of services, including financial planning, tax preparation, will and estate planning, insurance, and investment management. We work with a diverse range of clients, including high-net-worth individuals, families, and businesses, to help them achieve their financial goals. As a Wealth Planner Assistant at Optimize, I play a key role in supporting our advisors to ensure a seamless and personalized client experience. My responsibilities include managing schedules, coordinating client communications, preparing necessary documents, and assisting with daily operational tasks to help advisors stay focused on their clients’ needs. I work closely with our advisors and team members to foster strong client relationships and support clients in reaching their financial goals. My commitment is to provide proactive, organized, and responsive support to ensure clients feel confident and valued in their partnership with Optimize Wealth Management.