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Added 4 mins ago
AC
Member Service Representative I (Full-Time, 18 Month Term) 1536 Regent
Access Credit Union
Winnipeg, MB
- Full-time
Cross-sell all credit union products; solicit new members; foster business development through service excellence and product knowledge.
Added 4 mins ago
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Customer Service Representative
Nutreco
St. Marys, ON
- Full-time
Get ready to Own your direction as a Customer Service Representative supporting our Poultry business at Trouw Nutrition, a Nutreco company. As global leaders in animal nutrition and…
Added 4 mins ago
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Sales Representative
Great Gulf
Orangeville, ON
- Full-time
…who live, work, and play in them. Today, our multi-faceted business spans commercial, mixed-use and residential development, construction management, software, engineering, panelized…
Added 4 mins ago
OC
Senior Demand Planner - Service Parts
Olympus Corporation
Richmond Hill, ON
- Full-time
Own demand forecasts for service parts using historical consumption, installed base, repair trends, product lifecycle status, and business inputs.
Added 4 mins ago
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Business Development Representative
RentBolt
Montreal, QC
- Full-time
Business Development Representative | Outreach / B2B Sales
Added 20 mins ago
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Wealth Sales Director (External Wholesaler) – Downtown Toronto Region (FSB)
Sun Life
Toronto, ON · ON · Ontario Telecommuters
- Full-time
Represent and promote Sun Life Global Investments in the local financial community by developing strong business relationships with advisors and industry associations.
Added 20 mins ago
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Account Executive
Beneva
NS · Toronto, ON
- Full-time
Proven sales and business development ability, including comfort with numerical analysis.
Added 20 mins ago
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Customer Service Representative
Alberta Energy Regulator
Calgary, AB · Core Research Centre
- Full-time
The Alberta Energy Regulator (AER) is seeking a dedicated and service-oriented Customer Service Representative to join our Customer Service & Operations team. This role is essential in…
Added 20 mins ago
SC
Customer Service Representative
Staples Canada
Mississauga, ON
- Full-time
…lasting relationships with our customers. As a Customer Service Representative (CSR), you will play a pivotal role in our success by ensuring that our customers’ product needs are met…
Added 20 mins ago
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Inside Sales Representative
b62761d3-67ef-479c-8865-4f8052c92bc6
Chilliwack, BC
- $65,000 to $80,000 CAD / year
- Full-time
Support Account Managers and Business Development teams by maintaining momentum on active opportunities
Added 35 mins ago
Strategic Coordinator, Communications & Business Intelligence
City of Edmonton
AB
Reporting directly to the Branch Manager, Communications and Business Intelligence, the Strategic Coordinator plays a vital role in strategy development, issues management, and the…
Added 35 mins ago
UO
Director, Child Care Services
University of Victoria
Victoria, BC
- Full-time
This role will serve as a key advisor to the Senior Director, Campus Engagement acting as their representative when required and acting as Senior Director in the incumbent's absence.
Added 43 mins ago
Regional Financial Analyst
Business, Mining, Trade and Job Creation
Winnipeg, MB
The Department of Business, Mining, Trade and Job Creation is seeking a qualified candidate to fill the position of Regional Financial Analyst in Winnipeg.
Added 49 mins ago
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Field Technician- Electrical/Mechanical
Wajax
Sudbury, ON
- Full-time
Wajax offers a total compensation package that includes competitive pay, comprehensive benefits, learning and development, as well as some unique additional “perks.”
Added 49 mins ago
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Business Administraton Lead
Wajax
Sudbury, ON
- Full-time
The Business Administration Leader is a key contributor to business planning, budgeting, forecasting, and operational support activities. Working cross-functionally with stakeholders, the…
Added 49 mins ago
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Technical Sales Representative- Bearings, Power Transmission
Wajax
ON · Stoney Creek, ON
- Full-time
Retain and grow business relationships with Top accounts by proactively identifying opportunities and presenting innovative solutions.
Added 49 mins ago
CC
Retail District Manager - BC
Canna Cabana
Vancouver, BC · Yaletown, Vancouver, BC
- $80,000 to $90,000 CAD / year
- Full-time
…levels. The Retail District Manager, BC must possess a superior business intellect, responding quickly and effectively to marketplace dynamics by creating strategies that will ensure our…
Added 49 mins ago
GO
Regional Emergency Manager
Government of Manitoba
Winnipeg, MB
- Part-time
…from emergencies and disasters in Manitoba. The main lines of business of EMO include emergency preparedness, response, recovery and…
Added 49 mins ago
GO
Business Analyst
Government of Manitoba
Winnipeg, MB
- Full-time
This position is responsible for managing the testing process, including articulating business requirements, developing and executing test cases, participating in system testing, reviewing…
Added 1 hour ago
Field Service Technician
Source Atlantic Ltd.
Truro, NS
…suppliers, we provide specialized technical services, innovative business solutions, and connected solutions through the strategic use of technology and data-driven insights, to empower…
Added 1 hour ago
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Financial Planner
TD
Brampton, ON · Vaughan, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 1 hour ago
ES
Director of Engineering & Technical Services
Engineering Search Firm Inc.
Hanover, ON
- Full-time
…Services is responsible for leading Technical Services and Product Development, ensuring projects are delivered on time, within budget, and to the required quality standards, while also…
Added 1 hour ago
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Business Development Representative
Optimize Financial Group
Toronto, ON
- Full-time
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…
Added 1 hour ago
BG
Trade Marketing Representative - Airdrie, AB
Bentoel Group - A Member of British American Tobacco
Airdrie, AB
- Full-time
BAT is evolving at pace into a global multi-category business on a mission to decrease the health impact of our industry
Added 1 hour ago
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Independent Sales Representative – Optical Specialty Channel (US and Canada)
VALLON
Blind Channel, BC
- Full-time
We are seeking an experienced Independent Sales Representative to represent VALLON sunglasses within the optical retail channel. This role is focused on using existing experience and…

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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