Find work in Canada.

320,012 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 54 mins ago
Account Director (Freelance)
DEPT®
Toronto, ON
…invention services across Brand & Media, Experience, Commerce, CRM, and Technology & Data. We’re 50|50 tech and marketing, partner-led, and first to move. Clients include Google, Lufthansa,…
Added 1 hour ago
AC
Bilingual Business Development Manager - FF&E
Aramark Canada
Montreal, QC
- Full-time
Build and manage a qualified FF&E pipeline in CRM with accurate stages and next steps.
Added 1 hour ago
OR
Account Consultant (Sales & Marketing) + Signing Bonus - North York
OSL Retail Services
Toronto, ON · North York, ON
- Full-time
Tools for success Smartphone & tablet, business cards, Bell branded clothing, ID badge, Salesforce CRM
Added 1 hour ago
MC
Business Development Associate
MRL Consulting Group | Global Niche Technology Recruitment
Toronto, ON
- Full-time
Alongside prospecting, you'll also support the wider sales function by qualifying inbound enquiries, preparing quotations, conducting customer research and maintaining accurate CRM records.
Added 2 hours ago
EN
Client Development Manager
Exafield North America (USA)
Quebec, QC
- Full-time
Ensure all activity is documented within CRM systems.
Added 2 hours ago
P
Business Development Representative
PheedLoop
Toronto, ON
- Full-time
Own your pipeline: Keep your prospect records, activity, and next steps accurate and current in the CRM.
Added 3 hours ago
SO
Business Development Specialist
SERVPRO of Vacaville / Dixon
Grand Rapids, MB
- Full-time
Experience with Salesforce or similar CRM is preferred
Added 4 hours ago
CC
Global Account Manager
Cogent Communications
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Working knowledge of computer applications such as Microsoft Office and a CRM are a plus.
Added 4 hours ago
PD
Junior Construction after-disaster Project Manager
Paul Davis Restoration of the National Capital Region, VA
Amherst, QC · Saint-Rémi-d’Amherst, QC
- Full-time
Added 4 hours ago
CO
Business Advisor
City of Saint John
Saint John, NB
- Full-time
Analyzing CRM data, service requests, customer feedback, response times, repeat contacts and emerging trends;
Added 4 hours ago
FS
Outside Sales- Parts & Service- Refuse Equipment
Federal Signal Corporation
Toronto, ON
- Full-time
Experience using a Customer Relationship Management (CRM) software
Added 4 hours ago
DR
Outside Sales Representative
DMC Recruitment Group
Vancouver, BC
- Full-time
Track activity, pipeline, and performance metrics through CRM/reporting tools
Added 4 hours ago
NC
Lifecycle & Marketing Automation Specialist
Newfoundland Capital Corporation Limited
Montreal, QC
- Full-time
2-4 years of experience in lifecycle/CRM marketing, with hands-on platform ownership (Salesforce Marketing Cloud, Braze, or equivalent 1×1 marketing tool).
Added 4 hours ago
TA
Financial Services Manager
Trotman Auto Group
Comox, BC
- Full-time
Proficiency with MS Office, Outlook, and dealership CRM systems such as DealerSocket or similar
Added 6 hours ago
TT
Senior Creative Director / Directeur(trice) principal(e) de la création
Transformer Table
Montreal, QC
- Full-time
Work closely with Performance Marketing, Email/CRM, E-commerce and Product to test, learn and improve creative using data (A/B tests, ad performance, conversion metrics)
Added 6 hours ago
Business Analyst
County of Wellington
Guelph, ON
…Resource Planning (ERP), Customer Relationship Management (CRM), or Asset Management - would be considered an…
Added 6 hours ago
DU
Manager of Volunteer Relations
Ducks Unlimited Canada
BC
- Full-time
Must be comfortable with Customer Relationship Management (CRM), peer-to-peer platforms and MS Office 365 programs
Added 6 hours ago
J
Placement and Marketing Broker
JobsMedia.io
Calgary, AB
- Full-time
Industry designations (CAIB, CIP, FCIP, CRM) considered an asset.
Added 6 hours ago
G
Marketing and Communications Manager
GoodWork.ca
Surrey, BC
- Full-time
…social media, email marketing, website, digital advertising, CRM and member-focused mobile platforms, while supporting the development of compelling content and experiences that strengthen…
Added 6 hours ago
J
SME Commercial Team Lead | Hybrid
JobsMedia.io
Brampton, ON
- Full-time
CAIB, CIP, CRM, or other insurance designations are an asset
Added 6 hours ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Burnaby, BC
- $43,000 to $55,000 CAD / year
- Full-time
Manage and update the Customer Relationship Management (CRM) database (Microsoft Dynamics), including - scheduled calls, updated client records, notes from each call, and appointments set
Added 6 hours ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Vancouver, BC
- $43,000 to $55,000 CAD / year
- Full-time
Manage and update the Customer Relationship Management (CRM) database (Microsoft Dynamics), including - scheduled calls, updated client records, notes from each call, and appointments set
Added 6 hours ago
TI
Digital Marketing & Automation Manager - Bravo Insurance Services Ltd.
The InsureBC Group
Vancouver, BC
- Full-time
Optimize CRM data hygiene, segmentation models, andclient journey mapping to identify and predict customer behaviours and improveconversion rates
Added 6 hours ago
OP
Development Officer
Our Place Peel
Mississauga, ON
- Full-time
Proficient with Microsoft Office 365, Canva and donor database/CRM systems.
Added 6 hours ago
OP
Development and Stewardship Manager
Our Place Peel
Mississauga, ON
- Full-time
Proficient with Microsoft Office 365 and donor database/CRM systems.

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

Report this job