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Added 2 mins ago
SE
Inside Sales Representative - Software
Schneider Electric
Vancouver, BC
- $81,600 to $122,400 CAD / year
- Full-time
Schneider Electric is seeking a motivated and customer-focused Inside Sales Representative (ISR) to support the growth of our Secure Power Software portfolio across Canada. This is an…
Added 2 mins ago
SE
Inside Sales Representative - Software
Schneider Electric
Montreal, QC
- $81,600 to $122,400 CAD / year
- Full-time
Schneider Electric is seeking a motivated and customer-focused Inside Sales Representative (ISR) to support the growth of our Secure Power Software portfolio across Canada. This is an…
Added 3 mins ago
KT
Front Counter Sales Representative
Kal Tire
Edmonton, AB
- Full-time
Join Kal Tire as a Front Counter Sales Representative and help customers with their automotive product and service needs while building your leadership skills and gaining the operational…
Added 1 hour ago
TN
Roofing Sales Representative
Top Notch Roofing Inc
Chilliwack, BC
- $120,000 to $210,000 USD / year
- Full-time
…well-established, family-owned company looking for a motivated Roofing Sales Representative to join our growing…
Added 1 hour ago
DW
Business Development Representative
DDS Wireless
Vancouver, BC
- Full-time
DDS Wireless International is seeking a motivated, results-driven Business Development Representative to join our growing sales team, with a primary focus on our Scheduled Routes product.
Added 1 hour ago
RH
Corporate Account Manager
Robert Half
BC · Fraser Valley, BC
- Full-time
…while collaborating closely with internal stakeholders across sales, operations, supply chain, and product…
Added 1 hour ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - British Columbia
Chit Chats
Vancouver, BC
- Full-time
Reporting to the Sales Manager – Business Development, the Sales Representative will contribute directly to revenue growth by turning qualified opportunities into active shipping clients…
Added 1 hour ago
CB
Superviseur des opérations de succursale – bilingue
Cornerstone Building Brands
Montreal, QC
- Full-time
Added 1 hour ago
CB
Superviseur des opérations de succursale – bilingue
Cornerstone Building Brands
Montreal, QC
- Full-time
Added 1 hour ago
CB
Outside Sales Representative
Cornerstone Building Brands
St. John's, NL
- Full-time
The Outside Sales Representative (OSR) is responsible for driving profitable sales growth by creating demand, identifying new business opportunities, expanding market share, increasing…
Added 1 hour ago
CB
Outside Sales Representative
Cornerstone Building Brands
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
The Outside Sales Representative (OSR) is responsible for driving profitable sales growth by creating demand, identifying new business opportunities, expanding market share, increasing…
Added 2 hours ago
LM
Assistant Vice President, Executive Underwriter, Property
Liberty Mutual Canada
Vancouver, BC
- Full-time
Reports To: SVP, Western Region & National Practice Lead - Energy & Renewables
Added 2 hours ago
Business Development Representative NAMER (Hybrid)
Nitro
Toronto, ON
We're on the lookout for a Business Development Representative (BDR) based in Toronto for our NAMER market. This role is pivotal for managing Marketing Qualified Leads (MQLs), owning the…
Added 2 hours ago
V
Head of National Accounts & Institutional Sales, Vanguard Canada
Vanguard
Toronto, ON
- Full-time
…and transformative Head of National Accounts & Institutional Sales for Vanguard Canada to develop and lead all B2B distribution strategies and activities in Canada. This is an outstanding…
Added 2 hours ago
GP
Business Development Sales Representative
Global Payments Inc.
Calgary, AB
- Full-time
Make your mark at one of the biggest names in payments. We’re looking for a Business Development Representative to join our ever-evolving SMB Sales team and help shape the future of global…
Added 2 hours ago
GP
Business Development Sales Representative
Global Payments Inc.
Markham, ON
- Full-time
Make your mark at one of the biggest names in payments. We’re looking for a Business Development Representative to join our ever-evolving SMB Sales team and help shape the future of global…
Added 2 hours ago
JH
Business Development Manager
John Henry Foster Minnesota, Inc.
Winnipeg, MB
- Full-time
Position Summary: The Business Development Manager will be a driven, strategic and hands-on leader responsible for delivering sustained revenue growth, strengthening customer retention, and…
Added 3 hours ago
OI
Sales Representative (Home, Auto & Lifestyle) - 12-month contract
Orbit Insurance Services
Waterloo, ON
- Contract
Reporting to the Senior Manager, Sales for the Ontario Region, you will handle inbound calls from customers seeking quotes or looking to expand their coverage. Your role is to uncover…
Added 3 hours ago
VM
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - British Columbia
Venture Media
Vancouver, BC
- From $60,000 CAD / year
- Full-time
Reporting to the Sales Manager – Business Development, the Sales Representative will contribute directly to revenue growth by turning qualified opportunities into active shipping clients…
Added 3 hours ago
SA
Bed Bug Inspector & In-Person Sales Representative
Smite A Mite | Bed Bug Heat Treatment
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Role Description The Bed Bug Inspector & In-Person Sales Representative is a full-time, on-site role based in the Greater Toronto Area, Canada. This position involves visiting residential…
Added 3 hours ago
GI
Business Development Representative
GOODRATES INSURANCE
Richmond Hill, ON
- Full-time
Role Description The Business Development Representative is a full-time, on-site role based in Richmond Hill, ON. This role focuses on generating new business opportunities, managing…
Added 3 hours ago
Sales Development Representative
ContactMonkey
Toronto, ON
About the job - Sales Development Representative (SDR)
Added 3 hours ago
Charlottetown - Territory Sales Representative
Canadian Federation of Independent Business
Charlottetown, PE
Territory Sales Representative – Charlottetown
Added 4 hours ago
GP
Business Development Sales Representative
Global Payments Inc.
Vancouver, BC
- Full-time
Make your mark at one of the biggest names in payments. We’re looking for a Business Development Representative to join our ever-evolving SMB Sales team and help shape the future of global…
Added 4 hours ago
KS
Energy Sales Advisor (Part-Time/Full-Time) - Edmonton, AB
Kognitive Sales Solutions
AB · Edmonton, Alberta
- Full-time
- Part-time
Energy Sales Representative – Kognitive Sales Solutions

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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