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Added 4 mins ago
Insurance Advisor, Auto
Talent Acquisition Team at Westland Insurance. Text reply only.
Regina, SK
We’re searching for an Insurance Advisor, Auto. Are you searching for new possibilities?
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Lead Product Owner - Salesforce
RBC
Toronto, ON
- Full-time
…the implementation and enhancement of the new Salesforce.com Financial Services Cloud (FSC) instance across Personal Banking and Commercial Banking. This role will enable over 35,000…
Added 4 mins ago
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Senior Manager, IT Risk and Controls
RBC
Toronto, ON
- Full-time
Added 4 mins ago
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Associate Advisor
RBC
Toronto, ON
- Full-time
…and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our…
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Client Advisor
RBC
Temiskaming Shores, ON
- Full-time
Added 4 mins ago
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Client Advisor
RBC
Northern Bruce Peninsula, ON
- Part-time
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Banking Advisor - Vaughan
RBC
Toronto, ON · Vaughan, ON
- Full-time
Added 4 mins ago
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Banking Advisor - Richmond Hill (Bilingual - Mandarin, Cantonese, or Russian)
RBC
Toronto, ON · Markham, ON · Aurora, ON · Richmond Hill, ON
- Full-time
Added 4 mins ago
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Senior Director, CFO Controls Office
RBC
Toronto, ON
- Full-time
Lead the Chief Control Office as a 2nd line of defense assurance team reporting to the CFO Group. You'll elevate RBC's financial reporting control environment and strengthen operational…
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Financial Advisor
RBC
Thompson, MB
- Full-time
Added 4 mins ago
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Financial Planner, Investment Retirement Planner
RBC
Toronto, ON
- Full-time
…advice and solutions that help clients achieve their long-term financial…
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Analyst, Equity Derivatives Sales
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Toronto, ON
- Full-time
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Sr. Financial Advisor - CIRO-ID (Urban)
CIBC
Burnaby, BC · Vancouver, BC · Richmond, BC
- Full-time
Added 30 mins ago
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Regional Manager, Retail Insurance
BMO Insurance
Montreal, QC
- Full-time
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Pharmacy Technician
Fraser Health Authority
Vancouver, BC
- $36.26 CAD / hour
- Full-time
Added 30 mins ago
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Pharmacy Technician
Fraser Health Authority
Vancouver, BC
- $36.26 CAD / hour
- Full-time
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Licensed Insurance Advisor
BMO Insurance
NS · Nova Scotia, Canada
- Full-time
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Financial Advisor
CI Financial
Toronto, ON
- Full-time
We are currently seeking a Financial Advisor to join our National Accounts team. In this role, the Financial Advisor will develop and maintain the relati
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Banking Advisor - Vaughan
RBC
Vaughan, ON
- Full-time
Added 34 mins ago
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Project Manager, Private Equity and M&A Advisory
HUB International
Calgary, AB
- Full-time
Added 34 mins ago
Franchise Specialist, Business Banking - Richmond, BC/Winnipeg, MB
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SK · Winnipeg, SK
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AB · Calgary, AB
Added 34 mins ago
Grant Advisor
Government of Alberta
AB
Added 45 mins ago
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Investment Advisor
CI Financial
North Bay, ON
- Full-time
We are seeking a diligent and detail-oriented Investment Advisor to join our CI Assante team. The ideal candidate will assist in managing client portfoli

Optimize Financial Group

Business Development Representative

Toronto, ON, Canada

Full-time

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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.

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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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