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Added 13 mins ago
Project Manager, Construction
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Mississauga, ON
We’re looking for a Project Manager, Construction to lead and coordinate construction projects from planning and design through to completion. In this role, you’ll work closely with retail…
Added 13 mins ago
Sales Associate-Retail
Roots
Ottawa, ON · Nepean, ON
…brand’s legacy. If you bring passion to everything you do, lead with integrity, and believe in the power of collaboration to drive growth, we’d love to have you on our…
Added 13 mins ago
LT
Automation and Build Developer II
LMI Technologies
Burnaby, BC
- $75,200 to $107,160 CAD / year
- Full-time
You will report to the Team Lead of our Software Operations team. You'll work day-to-day with:
Added 14 mins ago
PC
Senior Go to Market Analyst, Ecosystem Integration
Payments Canada
ON · Ontario, Canada
- $88,500 to $147,500 CAD / year
- Full-time
You want to be challenged and lead unique initiatives.
Added 14 mins ago
IC
Senior Digital Business Architect
iPartner Consulting
Toronto, ON
- Contract
Lead architecture engagements and facilitate workshops with senior stakeholders and business teams.
Added 14 mins ago
ML
Vice President of Engineering
MindHR Ltd.
Canada
- Full-time
A growing Montreal-based technology company is recruiting a Vice President of Engineering.
Added 14 mins ago
RI
Oracle PeopleSoft Financial Consultant
Raas Infotek
ON · Ontario, Canada
- Contract
Job Title : Oracle PeopleSoft Financials Lead Consultant
Added 14 mins ago
SE
Site Service Automation Specialist
Schneider Electric
AB · Edmonton, AB
- $75,200 to $112,800 CAD / year
- Full-time
Lead maintenance, troubleshooting, and support activities for customer automation systems
Added 14 mins ago
AC
RQ10989 - Business Architect - Senior
A.T. Consulting & Recruiting Inc.
Toronto, ON
- Contract
…processing and analytics platform. The Business Architect will lead the development of business architecture artifacts and ensure alignment with enterprise standards and governance…
Added 14 mins ago
BC
Dynamics 365 Business Central Operations Manager
BDO Canada
Toronto, ON
- Full-time
Lead solution-focused discovery sessions, translating client requirements into practical Business Central use cases and roadmap recommendations.
Added 14 mins ago
TR
UX/UI Designer
Top Recruitment
Toronto, ON
- Contract
Lead design workshops and alignment sessions with stakeholders.
Added 14 mins ago
Y
Microsoft Fabric & Airflow Engineer
Yochana
Brampton, ON
- Contract
Lead the offshore engineering pod, providing mentorship and guidance to team members.
Added 14 mins ago
TT
Customer Service Administrator
TTM Technologies
Toronto, ON
- Full-time
TTM Technologies, Inc. is a leading global manufacturer of technology products, including mission systems, radio frequency (“RF”) components, RF microwave/microelectronic assemblies, and…
Added 14 mins ago
HR
Technical Specialist, Quality Assurance
Hitachi Rail
Burnaby, BC
- Full-time
…work goes to the cutting-edge of digital transformation and technology. From the multi-cultural strength of our global organisation to the sustainable and innovative ways we work to bring…
Added 14 mins ago
TE
Jr Field Operations Maintenance Supervisor - London, ON
TK Elevator
London, ON
- Full-time
Proven aptitude with essential business software, with the ability to quickly adapt to new systems and technology.
Added 14 mins ago
K
Partner
kinship
Toronto, ON
- Full-time
…Superintendent commits, and the school or district follows their…
Added 14 mins ago
A
CX Systems Lead
Allshores
Toronto, ON
- $95,000 to $105,000 CAD / year
- Full-time
Allshores is seeking a collaborative CX Systems Lead to help shape the future of our customer experience technology. In this key role, you’ll bring business needs and technology together -…
Added 14 mins ago
J
Group IT Manager
Jaza
Halifax, NS
- Full-time
…centers on incident response and core access controls. You will lead the In-Country IT Officers, who deliver day-to-day support, so that your time moves progressively from doing to…
Added 14 mins ago
BT
IT Technical Delivery Manafer_Lead
Buchanan Technologies
Brampton, ON
- Contract
IT Technical Delivery Lead / IT Technical Project Coordinator
Added 14 mins ago
TT
Manufacturing Operations Manager
Tallman Technologies Inc.
Burlington, ON
- Full-time
Lead daily operations across foundry, machining, welding, assembly, maintenance and shipping.
Added 14 mins ago
JH
Digital Marketing Manager
JRoss Hospitality Recruiters
Calgary, AB
- Full-time
Lead SEO, SEM, PPC, paid social and digital acquisition initiatives.
Added 15 mins ago
RG
Senior Engineering Manager
Regiondo GmbH
Toronto, ON
- Full-time
We’re looking for an Engineering Manager to lead the teams responsible for Checkfront and Regiondo, established booking-management products used by thousands of tour, activity, and…
Added 29 mins ago
JI
Safety, Health, Environment, & Wellness Administrator - 14 Month Contract
J.D. Irving, Limited
Dieppe, NB
- Full-time
Lead the wellness area of leadership period and quarterly reports
Added 29 mins ago
JI
Cashier - Part Time
J.D. Irving, Limited
St. Stephen, NB
- Part-time
…Limited, you are part of a dynamic team of professionals who lead with integrity and are passionate about delivering results. With a culture that nurtures talent and creates an inclusive…
Added 29 mins ago
IT Business Analyst (On Call)
Okanagan College
Kelowna, BC
…Project Coordinator plays a key role in coordinating a variety of technology initiatives that support the College’s strategic and operational goals. This position works collaboratively…

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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