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Added 57 mins ago
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Principal SerDes System/DSP Design Engineer
Ciena
Canada
- $126,100 to $201,500 CAD / year
- Full-time
Added 57 mins ago
HT
Assembly Technician (Contract)
Husky Technologies
Bolton, ON
- Full-time
Assist with troubleshooting, adjusting, maintaining, and repairing mechanical, hydraulic, pneumatic, and /or Electrical systems during assembly, testing, or integration stages
Added 57 mins ago
HT
Trade Compliance Program Manager
Husky Technologies
Bolton, ON
- Full-time
…projects, optimizing processes, and ensuring the successful integration of trade compliance requirements into Husky’s…
Added 57 mins ago
HT
Industrial Software Validation
Husky Technologies
Bolton, ON
- Full-time
…and fluid power systems, this role ensures seamless system integration and defect-free performance that supports customer…
Added 1 hour ago
WL
Landscape Crew Member
Webby Landscaping & Masonry
Open Hall, NL
- Internship
…landscape design, meticulous installation, sprinkler system integration, and ongoing landscape maintenance. At Webby Landscaping, we regard our work as an art form, and we are dedicated to…
Added 1 hour ago
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Assistant Manager, Guest Experience | Cornwall Centre
lululemon
Regina, SK
- Full-time
Added 1 hour ago
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Geraldton PT Community Coordinator
United for Literacy formerly Frontier College
Toronto, ON
- $25 CAD / hour
- Full-time
Added 2 hours ago
LC
Supervisor, Production
Loblaw Companies Limited
Burnaby, BC
- Full-time
…responsible workflow for the team and ensure the successful integration of team members into the pharmacy. You will take ownership and find more ways to care about…
Added 2 hours ago
SD
Spécialiste du soutien aux patients /Patient Support Specialist
Shoppers Drug Mart Specialty Health Network
Mississauga, ON
- Full-time
Added 2 hours ago
LC
Manager, Acquisition Operations
Loblaw Companies Limited
Toronto, ON
- Full-time
The Manager, Acquisition Operations plays a pivotal role in the successful execution and post-acquisition integration of strategic pharmacy acquisitions at Shoppers Drug Mart. Reporting to…
Added 2 hours ago
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Embedded Software Engineer
MyArmenianNetwork
Oakville, ON
- Full-time
Core Focus: Develop and optimize Embedded Linux/RTOS platforms, responsive Qt/LVGL touchscreen GUIs, real-time robotics motion control, and IoT telemetry integration (MQTT, CAN, Wi-Fi, BLE).
Added 2 hours ago
SD
Senior Product Manager
Shoppers Drug Mart Specialty Health Network
Mississauga, ON
- Full-time
Facilitate the sharing of local best and leading practices to support the spread, scale, and integration of successful digital and virtual health initiatives.
Added 2 hours ago
LC
Supervisor, Production
Loblaw Companies Limited
Richmond Hill, ON
- Full-time
…responsible workflow for the team and ensure the successful integration of team members into the pharmacy. You will take ownership and find more ways to care about…
Added 2 hours ago
SD
Director, Virtual Care Technology Applications
Shoppers Drug Mart Specialty Health Network
Toronto, ON
- Full-time
Added 2 hours ago
GC
Geomodeller/Structural Geologist
GEI Consultants, Inc.
Guelph, ON
- Full-time
…strengthening our local roots while expanding our reach. This integration brings together deep regional knowledge, a legacy of trusted relationships, and the technical excellence GEI is…
Added 2 hours ago
GC
Geomodeller/Structural Geologist
GEI Consultants, Inc.
Stoney Creek, NB
- Full-time
…strengthening our local roots while expanding our reach. This integration brings together deep regional knowledge, a legacy of trusted relationships, and the technical excellence GEI is…
Added 2 hours ago
GC
Data Engineer
GEI Consultants, Inc.
Guelph, ON
- $90,000 to $150,000 CAD / year
- Full-time
Added 3 hours ago
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Corporate Development Representative - Advisor Acquisition & Growth
Optimize Financial Group
Toronto, ON
- Full-time
…client retention, administrative transfer, compliance, platform integration, and regulatory…
Added 3 hours ago
AS
AI Developer
AgileGrid Solutions
Canada
- Full-time
We're seeking a highly skilled and innovative Senior AI Developer to join our expanding team at Intact Financial. This role offers an exciting opportunity to contribute to cutting-edge AI…
Added 3 hours ago
AS
Senior Data Developer
AgileGrid Solutions
Canada
- Full-time
We are seeking a highly skilled Senior Data Developer (Engineer) to join our dynamic team. This role is instrumental in establishing a robust data foundation for Contact Distributor, our…
Added 4 hours ago
CO
Manager, Digital Solutions
City of Saint John
Saint John, NB
- Full-time
…(e.g. ERP, Asset Management, ePermitting), application, AI and integration solution development, project execution, reporting and analytics, and information management practices. The role…
Added 4 hours ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…
Added 4 hours ago
TI
OFSAA Data Integrator
Themesoft Inc.
Toronto, ON
- Contract
1. Design, develop, optimize, and support complex SQL and PL/SQL components for OFSAA data integration and processing.
Added 5 hours ago
TI
Application Release Engineer
Themesoft Inc.
Toronto, ON
- Contract
Added 5 hours ago
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ABSCH/BCH WEB DEVELOPMENT CONSULTANT
UN Environment Programme
Montreal, QC
- Full-time

Optimize Financial Group

Corporate Development Representative - Advisor Acquisition & Growth

Toronto, ON, Canada

Full-time

Apply About employer

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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

Not detected in the job text

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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