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Added 6 mins ago
R
Specialized advisor contractor
RONA
Saint-Hyacinthe, QC · St-Hyacinthe, QC
- Full-time
Specialized Advisor – Contractor/Professional Customer Services
Added 6 mins ago
YR
Secondary Long Term Occasional (LTO) 33% Grade 9 English
York Region District School Board
Vaughan, ON
- Full-time
Faculty Advisor/Coordinator or Practicum Advisor that has observed and evaluated your teaching practice in a classroom setting;
Added 6 mins ago
DC
Technical Specialist, Project Management
Defence Construction Canada
Winnipeg, MB
- Full-time
As a Technical Specialist, Project Management, you’ll support the delivery of a wide range of routine to moderately complex infrastructure projects. While growing your career in a…
Added 6 mins ago
HD
Temporary Senior Officer - Substitute Employee Management System
Halton District School Board
Burlington, ON
- Temporary
Serves as the primary subject matter expert and advisor for employees, administrators, and substitutes, providing clear interpretation and guidance on collective agreement clauses,…
Added 8 mins ago
YR
Secondary Long Term Occasional (LTO) 100% Mathematics (2 sections of MHF4U1 & 1 section MCF3M1)
York Region District School Board
Maple, ON
- Full-time
…application to the attention of: The Recruitment Team. For further information regarding this posting, please email Patrick McQuade, Principal,…
Added 8 mins ago
YR
Elementary Long Term Occasional (LTO) 20% Primary and CC Prep Coverage (Day 4 only)
York Region District School Board
Mount Albert, ON
- Full-time
Faculty Advisor/Coordinator or Practicum Advisor that has observed and evaluated your teaching practice in a classroom setting;
Added 8 mins ago
YR
Elementary Long Term Occasional (LTO) - 100%CC-Autism Special Education
York Region District School Board
Georgina, ON · Sutton West, ON
- Full-time
…application to the attention of: The Recruitment Team. For further information regarding this posting, please email Andrea Rye-Brown, Principal,…
Added 8 mins ago
T
Business Consultant
Trackunit
London, ON
- Full-time
2–6 years in value engineering, management consulting, or enterprise pre-sales - ideally in SaaS, IoT, or industrial tech
Added 8 mins ago
YR
Elementary Long Term Occasional (LTO) 100% Grade 3 French Immersion
York Region District School Board
Maple, ON
- Full-time
Faculty Advisor/Coordinator or Practicum Advisor that has observed and evaluated your teaching practice in a classroom setting;
Added 8 mins ago
YR
Elementary Long Term Occasional (LTO) 100% French Core and prep coverage
York Region District School Board
Markham, ON
- Full-time
…application to the attention of: The Recruitment Team. For further information regarding this posting, please email Heather Purcell, Principal,…
Added 8 mins ago
YR
Secondary Long Term Occasional (LTO) 100 % Music/ESL
York Region District School Board
Richmond Hill, ON
- Full-time
…application to the attention of: The Recruitment Team. For further information regarding this posting, please email Aline Daniel, Principal, at…
Added 8 mins ago
YR
Secondary Long Term Occasional (LTO) 100 % Grade 9 Geography
York Region District School Board
Vaughan, ON
- Full-time
…application to the attention of: The Recruitment Team. For further information regarding this posting, please email Michelle Randall, Principal, at…
Added 8 mins ago
R
Supply Chain Professional
Raise
Burnaby, BC
- Full-time
The SAP Supply Chain Professional in this role will be responsible for the end-to-end delivery of Category Management (CatMan) and Procurement & Sourcing Services (PSS) activities in…
Added 8 mins ago
YR
Regional Hearing Resource Teacher Itinerant (LTO)
York Region District School Board
Newmarket, ON
- Full-time
…that teachers make in the lives of our learners. For further information regarding this posting, please email Shannon Philp, Principal on Assignment, Student Services at…
Added 8 mins ago
YR
Regional Vision Resource Teacher Itinerant(LTO)
York Region District School Board
Newmarket, ON
- Full-time
…that teachers make in the lives of our learners. For further information regarding this posting, please email Shannon Philp, Principal on Assignment, Student Services at…
Added 8 mins ago
FC
Senior Contracts Manager
Fluor Corporation
Calgary, AB
- Full-time
…reimbursable cost, and unit price agreements. Serving as a trusted advisor and competent hands-on contracts manager, this role ensures contractual compliance, mitigates risk, and drives…
Added 10 mins ago
A
Corporate Strategy Manager
Accenture
Calgary, AB · Vancouver, BC · Ottawa, ON · Toronto, ON
- Full-time
…capabilities, ability to work independently; strong relationship management skills; ability to interact effectively with leadership; project management skills; ability to structure and…
Added 10 mins ago
A
AI Native Development Lead - Reinvention Center
Accenture
Mississauga, ON · Montreal, QC
- Full-time
You’ll embed directly with clients - acting as both technologist and trusted advisor. You’ll partner with stakeholders to define use cases, rapidly prototype, and deploy agentic workflows…
Added 10 mins ago
R
Associate Advisor
RBC
Laval, QC
- Full-time
RBC Dominion Securities is seeking an Associate Advisor to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will deepen…
Added 10 mins ago
T
Associate Marketing Manager
TD
Toronto, ON
- Full-time
Conduct internal and external research projects; support the development/ delivery of presentations / communications to management or broader audience
Added 10 mins ago
T
Auto Claims Advisor – TD Insurance Auto Centre (Vaughan On-site)
TD
Vaughan, ON
- Full-time
As an Auto Claims Advisor, you will play a critical role in supporting customers immediately following an accident. You will guide them through the claims process with empathy,…
Added 25 mins ago
FG
Laline - Seasonal Sales Associate (Seasonal Beauty Advisor) - Square One
Fox Group Canada Inc.
Mississauga, ON
- Part-time
As a Seasonal Beauty Advisor / Seasonal Sales Associate, you will join our team during one of the busiest and most exciting times of the year. Reporting to the Store Manager, you will…
Added 25 mins ago
MU
Administrative Officer
McGill University
Sainte-Anne-de-Bellevue, QC · Laird Hall
- Full-time
Develop and maintain systems for Collaborative records, data collection, document management and information tracking.
Added 36 mins ago
NB
Associate
National Bank of Canada
Trois-Rivières, QC · Greater Trois-Rivieres Metropolitan Area
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 36 mins ago
NB
Wealth Associate
National Bank of Canada
Rimouski, QC
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…

Optimize Financial Group

Business Development Representative

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 4, 2026
Experience: 2+ years of experience in sales, phone-based outreach, or financial services wholesaling
Posting language: English
Posted: Oct 5, 2026

Original job description

Job Description

We’re hiring a driven wholesaler to join our Business Development team, with a focus on cold calling and outbound prospecting. This role is all about picking up the phone, building relationships with financial advisors, and introducing them to Optimize’s cutting-edge Advisor Platform. You’ll play a key role in expanding our national network of Advisors by making high-volume outreach calls, booking meetings, and nurturing relationships with prospects. If you're someone who thrives in a fast-paced environment, isn't afraid of rejection, and loves the challenge of opening doors - this job is for you. We want people who are hungry to succeed, eager to grow, and ready to hustle.

Key Responsibilities

Making a high volume of outbound calls to prospective financial advisors across Canada
Engaging with new and existing leads to build rapport, pitch our platform, and generate qualified interest
Following up with warm leads to maintain momentum and move them through the pipeline
Accurately capturing prospect information and interactions in our CRM to drive consistent follow-ups
Collaborating with the business development team to refine messaging, improve conversion rates, and exceed team targets
Helping shape and scale growth strategies with your insights from the front lines

Must-Have

2+ years of experience in sales, phone-based outreach, or financial services wholesaling
Proven ability to cold call effectively and confidently engage prospects over the phone
Track record of meeting or exceeding outbound activity and conversion targets
Comfortable hosting virtual presentations and closing business
Strong attention to detail and follow-through
Experience using CRM tools
Resilient, organized, and highly self-motivated

Nice-to-have

Completion of the Canadian Securities Course (CSC)
Relevant work experience

What's in it for you?

A competitive salary and variable compensation component
Work in a rapidly growing, dynamic, and high-performing company within the downtown financial district

Use of Artificial Intelligence in Recruitment

As part of our recruitment and selection process, we may use technology-enabled tools, including artificial intelligence (AI), to assist with certain aspects of candidate screening, assessment, scheduling, and application review. All hiring decisions are ultimately made by qualified individuals and are based on job-related criteria, qualifications, and business requirements.

Apply About employer

More about this job

Responsibilities

Make high-volume outbound calls to financial advisors across Canada, introduce the Advisor Platform, generate qualified interest, and book meetings. Follow up with leads, record interactions in the CRM, collaborate to improve messaging and conversion, and contribute insights to growth strategies.

Requirements

Requires at least two years of experience in sales, phone-based outreach, or financial services wholesaling, with demonstrated cold-calling ability and a record of meeting or exceeding outbound targets. Candidates should be comfortable presenting virtually and closing business, have CRM experience, and be resilient, organized, and self-motivated; completion of the Canadian Securities Course is a plus.

Skills

Cold Calling
Outbound Prospecting
Sales
Relationship Building
Lead Generation
Lead Nurturing
Virtual Presentations
Closing Business
CRM Management
Follow-Through
Attention to Detail
Resilience
Organization
Self-Motivation
Sales Conversion
Financial Services Wholesaling

Visa sponsorship

Not detected in the job text

Keywords

Business Development
Financial Services
Financial Advisors
Advisor Platform
Cold Calling
Outbound Prospecting
Outbound Calls
Lead Generation
Lead Nurturing
Sales Pipeline
Qualified Leads
Virtual Presentations
Closing Business
CRM
Conversion Rates
Sales Targets
Growth Strategies
Canadian Securities Course
Wholesaling
Artificial Intelligence

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