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Added 4 mins ago
RB
Client Advisor
Royal Bank of Canada
Quebec, QC
- Part-time
…individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver…
Added 4 mins ago
RB
Administrative Assistant
Royal Bank of Canada
ON · GREATER SUDBURY / GRAND SUDBURY, Ontario
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering…
Added 4 mins ago
RB
Client Advisor
Royal Bank of Canada
Regina, SK
- Full-time
· Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 19 mins ago
O
NA Sales Representative, Applications - Opower
Oracle
Canada
- Full-time
Opower Sales Executives don’t get meetings and process orders. They build the business by building relationships with utility leaders. They apply utility industry, demand-side management,…
Added 19 mins ago
NM
Agriculture Equipment Technician
Nelson Motors and Equipment
Redvers, SK
- Full-time
Computer skills required, Service Advisor and/or Service Center an asset.
Added 19 mins ago
NM
Shop Foreperson
Nelson Motors and Equipment
Avonlea, SK
- Full-time
Experience servicing John Deere equipment and using Service Advisor software preferred.
Added 19 mins ago
AC
Sr Underwriter, Surety
Aviva Canada
Vancouver, BC
- Full-time
As a trusted advisor, you will help strengthen and expand Aviva's Surety presence by managing a portfolio of contractor accounts, collaborating with accredited brokers, and contributing to…
Added 19 mins ago
LA
Automotive Service Advisor
Labtech Automotive
Richmond Hill, ON
- Full-time
This is still a sales job. We expect strong business results, confident recommendations, and exceptional customer relationships. But you'll be selling the value of genuine expertise,…
Added 19 mins ago
OP
Associate Director, Talent Acquisition
Omnicom Precision Marketing
Calgary, AB
- Full-time
Partner Strategically – Collaborate with business leaders to understand hiring needs and provide talent market insights. Be the trusted advisor on recruitment best practices.
Added 19 mins ago
K
Senior Consultant - IT Risk Services
KPMG
ON · Toronto, Ontario
- Full-time
…challenges. Here, you can build momentum that reaches beyond our business, develop skills for the future, and take ownership of your career with support at every stage. Join a firm where…
Added 34 mins ago
Manager, Talent Acquisition
Connor, Clark & Lunn Financial Group Ltd.
Toronto, ON
…continuous improvement initiatives. You will serve as a trusted advisor to business leaders, support the development of our recruitment team, and help advance our use of technology, data,…
Added 34 mins ago
M
Senior Accounting Technician, ease Cloud Accounting Services
MNP
Prince George, BC
- Full-time
…to exceeding clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll use cutting-edge technology to deliver a full suite of…
Added 48 mins ago
LC
Banking Advisor - London Elgin Region
Libro Credit Union
London, ON
- Full-time
The Banking Advisor is a key front-line sales role within Libro Credit Union, responsible for providing high-quality financial advice and day-to-day banking solutions to members. As the…
Added 48 mins ago
IS
Member Advisor (Woodgrove Branch)
Island Savings
Nanaimo, BC
- $46,900 to $50,200 USD / year
- Full-time
We are currently seeking a Member Advisor to join our team.
Added 48 mins ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Ensure the integrity, consistency, and accuracy of financial reporting across all legal entities and business units.
Added 48 mins ago
C
Solutions Designer, Splunk Montreal, Quebec, Canada
Cisco
Montreal, QC
- Full-time
This role serves as a trusted technical advisor, helping our customers harness the power of data to drive digital transformation and operational resilience. Focus on empowering global…
Added 48 mins ago
TM
Environmental Manager
The Miller Group
Markham, ON
- Full-time
The Environmental Manager drives environmental performance across the business by establishing enterprise-wide standards, fostering a culture of environmental stewardship, and partnering…
Added 49 mins ago
CP
Tax Advisor
Capital Power
Edmonton, AB
- Full-time
Reporting to the Senior Lead, Taxation, the Tax Advisor will support the tax team in preparing complex tax returns, tax provision and related reporting requirements.
Added 49 mins ago
S
Paid Services Beauty Advisor - Full Time
Sephora
Oakville, ON
- $19.7 to $23.2 CAD / hour
- Full-time
As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 1 hour ago
FB
Site Labour Relations Advisor
Forbes Bros. Group of Companies
Thorold, ON
- Full-time
Forbes Bros. Group of Companies is seeking an experienced Labour Relations Advisor to support our project operations in Niagara Falls, Ontario. In this role, you’ll work closely with…
Added 1 hour ago
SM
AI Solutions Developer
Sandbox Mutual Insurance
Saskatoon, SK
- Full-time
…design, and implementation of AI-powered solutions that improve business processes, enhance customer experiences, and drive innovation across the…
Added 1 hour ago
T
Tangerine Growth Advisor - Tangerine
Tangerine
Toronto, ON
- Full-time
…initiatives are executed and delivered in support of the team’s business strategies and objectives. Ensures all activities are conducted in compliance with governing regulations and…
Added 1 hour ago
CG
Global Employee Relations Advisor
Calian Group
Canada
- Full-time
Calian is seeking a Global Employee Relations Advisor to join our Human Resources team. Reporting to the Manager, Employee Relations, this position plays a key role in supporting a…
Added 1 hour ago
TS
Vice President, Global Core Trade Finance, TD Securities, Global Transaction Banking
TD Securities
Toronto, ON
- Full-time
…etc.) This candidate will have the ability to identify GCTF business opportunities and deliver mandates effectively. The successful candidate will be a strong advocate and trusted advisor…
Added 1 hour ago
ME
Chief Financial Officer
MNP Executive Search & Professional Recruitment
Hay River, NT
- Full-time
The successful candidate will possess the strategic perspective and business judgment required to help guide NTPC through a period of infrastructure renewal, energy transition, and economic…

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 25, 2026
Experience: 2+ years of experience in sales, phone-based outreach, or financial services wholesaling
Posting language: English
Posted: Oct 26, 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 prospective financial advisors across Canada, introduce them to the Advisor Platform, and generate qualified interest and meetings. Follow up with leads, maintain accurate CRM records, collaborate on improving sales messaging and conversion, and contribute insights to growth strategies.

Requirements

Applicants must have at least two years of experience in sales, phone-based outreach, or financial services wholesaling, with a proven ability to cold call and meet outbound activity and conversion targets. They should be comfortable presenting virtually and closing business, detail-oriented, organized, resilient, self-motivated, and experienced with CRM tools; 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
Communication
Follow-Through
Resilience
Organization
Self-Motivation
Conversion Optimization
Financial Services Wholesaling

Benefits

Competitive Salary
Variable Compensation

Visa sponsorship

Not detected in the job text

Keywords

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

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