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Added 18 mins ago
S
Paid Services Beauty Advisor - Full Time
sephora.com
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
Manager, People Relations
Talent Acquisition Team at Westland Insurance. Text reply only.
Surrey, BC
…meaningful change. You’ll lead and develop the People Relations Advisor, advise on complex and sensitive workplace issues, and partner with business leaders to find practical solutions to…
Added 1 hour ago
C
Sr. Manager, Email and Distributed Marketing
CIBC
Toronto, ON
- Full-time
…strategy and lead the execution, governance, and optimization of advisor and business-driven email communications across both Salesforce Marketing Cloud and traditional email channels,…
Added 1 hour ago
S
Beauty Advisor - Full Time
sephora.com
Sherwood Park, AB
- $17 to $20 CAD / hour
- Full-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 1 hour ago
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Beauty Advisor - Part Time
Sephora
Regina, SK
- $17 to $20 CAD / hour
- Part-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 2 hours ago
HR
Specialist, Designated Beauty Advisor (DBA) - Aesop
Holt Renfrew
Vancouver, BC
- Full-time
The Specialist, Designated Beauty Advisor develops deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. The Specialist (DBA) is also…
Added 2 hours ago
HR
Beauty Advisor - Clean Beauty
Holt Renfrew
Vancouver, BC
- Full-time
The Beauty Advisor is responsible for developing deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. Beauty Advisor compensation is…
Added 2 hours ago
HR
Beauty Advisor - Sisley
Holt Renfrew
Vancouver, BC
- Full-time
The Beauty Advisor is responsible for developing deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. Beauty Advisor compensation is…
Added 2 hours ago
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Financial Advisor - Scotia Plaza, Toronto
Scotiabank
Toronto, ON
- Full-time
…documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click…
Added 2 hours ago
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Private Banking Associate
CIBC
London, ON
- Full-time
…financial needs of existing clients when the Private Banking Advisor is not available (including sale of high value products and services within established…
Added 2 hours ago
IH
Senior Strategic Business Advisor
Interior Health Authority
BC · British Columbia, Canada
- Full-time
The Senior Strategic Business Advisor is responsible for supporting the Physician Compensation Team within the Finance portfolio, and the Medical Staff Contracts & Recruitment portfolio in…
Added 3 hours ago
AU
Undergraduate Academic Program Advisor, Faculty of Science and Technology
Athabasca University
Athabasca, AB
- $48,621.92 to $79,714.45 USD / year
- Full-time
Athabasca University's Faculty of Science and Technology is recruiting for an Undergraduate Academic Program Advisor.
Added 3 hours ago
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HR Advisor / Conseiller(ère) en ressources humaines
DWF
Toronto, ON
- Full-time
We are currently looking for a Bilingual HR Advisor who shares our purpose and vision to join our global team. This role can be based out of our Toronto, Vancouver, Calgary or Montreal…
Added 3 hours ago
OH
Senior Business Partner, Health Workforce Capacity
Ontario Health | Santé Ontario
Toronto, ON
- Full-time
…professionals, enhance provincial HHR data and insights, and optimize recruitment, retention, and system stabilization…
Added 3 hours ago
BA
Admissions Advisor
BPP Accountancy Leeds
Burnaby, BC
- Full-time
Added 3 hours ago
RB
Client Advisor
Royal Bank of Canada
Quebec, QC
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 3 hours 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 3 hours ago
RB
Client Advisor
Royal Bank of Canada
Regina, SK
- Full-time
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Added 4 hours ago
FH
Pharmacist - Langley Memorial Hospital
Fraser Health Authority
Langley (District), BC · City of Langley, BC
- $54.49 to $68.1 CAD / hour
- Full-time
…where you work, and the people around you. From the financial advisor handling our health care resources, to the IT professional enabling life-saving data, to the nurse and physician on the…
Added 4 hours ago
FN
Program Advisor, Community Accreditation and Quality Improvement (INTERNAL)
First Nations Health Authority
Vancouver, BC · Metro Vancouver A, BC
- Full-time
As Program Advisor, Community Accreditation and Quality Improvement, you will – support First Nations communities and organizations to support their accreditation and quality improvement…
Added 4 hours 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 4 hours 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 4 hours ago
K
Senior Consultant - IT Risk Services
KPMG
ON · Toronto, Ontario
- Full-time
Strong understanding and experience with IT risk management and assessments in different capacities (e.g. advisor, internal/external audits, implementor).
Added 4 hours ago
Manager, Talent Acquisition
Connor, Clark & Lunn Financial Group Ltd.
Toronto, ON
Working closely with Talent Acquisition leadership, you will combine hands-on recruitment delivery with team mentorship, operational oversight, and continuous improvement initiatives. You…
Added 4 hours ago
AC
Claims Advisor Auto
Allstate Canada
Canada
- Full-time
Our team is growing, and we are actively looking to hire Claim Advisor, Auto. To meet our customers' needs, your work week will be Monday to Friday 9:00am to 5:00pm MST.

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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