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Optimize Financial Group

Corporate Development Representative - Advisor Acquisition & Growth

Toronto, ON, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 10, 2026
Posting language: English
Posted: Oct 11, 2026

Original job description

About Optimize Financial Group

Optimize Financial Group is a premier wealth management firm based out of Toronto, ON, dedicated to achieving our clients' financial goals. We offer personalized financial solutions covering financial planning, portfolio management, tax preparation, debt management, and estate planning. Our holistic approach focuses on matching clients' financial and life goals with personalized strategies for success.

About the Role

We are seeking a grounded, commercially minded Corporate Development Representative to lead our strategic advisor recruitment and practice acquisition efforts across North America. In this role, you will lead high-value, consultative discussions with established Wealth Advisors, Independent Practice Owners, and Advisory Teams considering platform partnerships, succession planning, or transitioning their firm.

Rather than running a transactional sales desk, you will manage a structured, multi-meeting acquisition framework. You will serve as a peer to top-tier financial professionals - evaluating advisor practices, navigating payout grids and equity structures, and driving deals from initial discovery through execution without relying on high-pressure sales pitches.

Key Responsibilities

Drive Strategic Outreach: Engage high-producing financial advisors, wealth management teams, and independent practice owners across target North American markets.
Execute Consultative Acquisition Funnel: Lead candidates through our structured 4-meeting acquisition framework, conducting discovery, analyzing financial models, and presenting tailored partnership proposals.
Address Transition & Operational Friction: Proactively address friction points surrounding client retention, administrative transfer, compliance, platform integration, and regulatory registration.
Structure Competitive Deals: Collaborate with corporate leadership, transition teams, and legal counsel to craft compelling payout structures, succession arrangements, and growth capital packages.
Maintain Pipeline Momentum: Drive candidate opportunities through the recruitment pipeline with structured follow-up, maintaining accurate CRM tracking and onboarding timelines.

What We Are Looking For

Experience: 3–7+ years in financial services wholesaling (external or senior internal), practice management consulting, dealer/custodial business development, or commercial/corporate banking.
Market Knowledge: Solid understanding of wealth management models across North America (including Independent Broker-Dealers, RIAs, CIRO Investment & Mutual Fund Dealers, and Bank-Owned platforms), advisor payout dynamics, and practice valuation mechanics.
Communication Style: Down-to-earth, plain-spoken, and articulate. You build immediate trust with established business owners without using heavy corporate buzzwords or script-bound sales pitches.
Closing Ability: Proven ability to guide sophisticated, pragmatic business owners through complex, multi-stage decisions with patience, tact, and assertive persistence.
Education: Bachelor’s degree in Business, Finance, Economics, or related field (or equivalent practical experience). Relevant industry registrations or designations are a plus.

Compensation & Benefits

Competitive Base Salary + Uncapped Performance Incentives: High-earning potential tied directly to acquired assets and revenue onboarded.
Career Path: Clear trajectory into regional corporate development leadership or executive growth roles.

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More about this job

Responsibilities

Recruit financial advisors and acquire advisory practices across North America, guiding candidates through a structured, multi-meeting process from discovery to execution. Assess practices and financial models, develop tailored partnership and deal structures, address transition challenges, and maintain pipeline and onboarding progress.

Requirements

Requires 3–7+ years of experience in financial services wholesaling, practice management consulting, dealer or custodian business development, or commercial or corporate banking, along with knowledge of North American wealth management models, advisor payouts, and practice valuations. Candidates should communicate plainly, build trust, guide complex decisions with persistence, and have a bachelor’s degree in a relevant field or equivalent practical experience; industry registrations or designations are a plus.

Skills

Strategic Outreach
Advisor Recruitment
Practice Acquisition
Consultative Sales
Financial Modeling
Wealth Management
Practice Valuation
Deal Structuring
Payout Structures
Succession Planning
Client Retention
Regulatory Compliance
Platform Integration
Pipeline Management
CRM Tracking
Negotiation

Visa sponsorship

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Keywords

Wealth Management
Financial Services
Advisor Recruitment
Practice Acquisition
Independent Broker-Dealers
Registered Investment Advisors
CIRO Investment Dealers
Mutual Fund Dealers
Bank-Owned Platforms
Advisor Payout Dynamics
Practice Valuation
Succession Planning
Financial Modeling
Payout Structures
Growth Capital
Client Retention
Administrative Transfer
Regulatory Registration
Compliance
Platform Integration
CRM
Pipeline Management
Onboarding
Corporate Development
Commercial Banking
Corporate Banking

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