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Added 44 mins ago
FD
Client Service Advisor – Full-time, Permanent – Acton, ON
Fraser Direct
Acton, ON
- Full-time
As a Client Service Advisor, you are a key link between our clients and the teams behind the scenes. You own the day-to-day service for a defined group of clients, build trusted…
Added 44 mins ago
Wealth Advisor
Sonance Wealth Partners
Edmonton, AB
The Wealth Advisor is a critical leadership role within JV, providing holistic wealth management services to individuals, families, professionals and business owners. Reporting to one of…
Added 44 mins ago
Associate Portfolio Manager | Ongoing Opportunities
Sonance Wealth Partners
Ottawa, ON · Edmonton, AB · Lethbridge, AB
This is a development-focused role supporting senior portfolio managers and investment leaders. You would contribute to research, portfolio analysis, reporting and advisor support while…
Added 59 mins ago
CO
Manager, Corporate Partnerships
CPA Ontario
Canada
- Full-time
…growing corporate learning partnerships. Acting as a trusted advisor, they build strong relationships with senior business, finance, HR, and learning leaders to understand workforce…
Added 59 mins ago
CO
Principal Advisor, Professional Advisory Services
CPA Ontario
Canada
- Full-time
As a Principal Advisor, Professional Advisory Services, you will play a strategic and highly impactful role as a trusted expert and thought partner to members, advisory committees and…
Added 59 mins ago
CO
Digital Marketing Manager
CPA Ontario
Canada
- Full-time
Serve as the primary digital marketing advisor to internal stakeholders. Manage agency and vendor relationships, negotiate services where appropriate, and identify emerging opportunities,…
Added 1 hour ago
RM
Manager, Human Resources
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
As a Trusted HR Advisor, You Will Work Closely With Managers And Leaders To Provide Practical Guidance On a Broad Range Of Human Resources Matters, Including
Added 2 hours ago
LH
Senior Internal/External Auditor – Risk & Compliance
LevelUP HCS
Montreal, QC
- Full-time
Advisory & Managerial (50%) • You will lead a high-performing audit team, act as a trusted advisor to the business, and negotiate remediation strategies with senior leaders to strengthen…
Added 3 hours ago
L
Senior Technology Manager - Security Engineering and Architecture
lululemon
Vancouver, BC
- Full-time
As the Senior Technology Manager, Security Engineering & Architecture, you will be a key leader within the Technology organization, responsible for shaping and executing the vision for…
Added 4 hours ago
SD
Director, Virtual Care Technology Applications
Shoppers Drug Mart Specialty Health Network
Toronto, ON
- Full-time
Proven ability to serve as a senior technology advisor or solution leader in complex, matrixed enterprise environments.
Added 5 hours ago
OF
Corporate Development Representative - Advisor Acquisition & Growth
Optimize Financial Group
Toronto, ON
- Full-time
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…
Added 6 hours ago
SC
Senior Analytics Engineer
Securian Canada
Toronto, ON
- $100,000 to $130,000 CAD / year
- Full-time
As a Senior Analytics Engineer, you'll play a key role in building the trusted analytics foundation that helps shape strategic decisions across Securian Canada. Your work will influence how…
Added 6 hours ago
SC
Director, Analytics & Insights
Securian Canada
Toronto, ON
- $130,000 to $170,000 CAD / year
- Full-time
Serve as a trusted advisor to senior leaders, helping connect business priorities to data-driven solutions.
Added 6 hours ago
SC
Director, Analytics & Insights
Securian Canada
Waterloo, ON
- $130,000 to $170,000 CAD / year
- Full-time
Serve as a trusted advisor to senior leaders, helping connect business priorities to data-driven solutions.
Added 6 hours ago
SC
Senior Analytics Engineer
Securian Canada
Waterloo, ON
- $100,000 to $130,000 CAD / year
- Full-time
As a Senior Analytics Engineer, you'll play a key role in building the trusted analytics foundation that helps shape strategic decisions across Securian Canada. Your work will influence how…
Added 10 hours ago
VF
Senior Commercial Banking Advisor (Penticton Main Branch)
Valley First
Penticton, BC
- $90,400 to $115,800 USD / year
- Full-time
We are currently seeking a Senior Commercial Banking Advisor to join our team.
Added 10 hours ago
VF
Commercial Banking Advisor (Penticton Main Branch)
Valley First
Penticton, BC
- $76,800 to $98,400 USD / year
- Full-time
Note: This role is differentiated from the Senior Commercial Banking Advisor with respect to the complexity of assigned portfolio/deals and annual growth/fee targets and assigned credit…
Added 11 hours ago
SM
RQ11705 – Solutions Designer – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Solutions Designer with extensive experience in Oracle Siebel CRM, Adobe Experience Manager (AEM), business and functional design documentation, application flows,…
Added 11 hours ago
SM
RQ11705 – Solutions Designer – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Solutions Designer with extensive experience in Oracle Siebel CRM, Adobe Experience Manager (AEM), business and functional design documentation, application flows,…
Added 14 hours ago
K
Senior Manager - Senior AI Architect
KPMG
Montreal, QC
- Full-time
As a Senior AI Architect, you will play a key role in defining, assessing, and guiding large-scale technology, data, and AI architectures for our strategic clients. You will act as a…
Added 14 hours ago
H
Senior Project Manager, Power Generation
HDR
Saskatoon, SK
- Full-time
…is poised for monumental growth. We are seeking a qualified Senior Project Manager to help our clients develop, contract, and implement natural gas and potentially renewable energy…
Added 14 hours ago
RM
Manager, Human Resources
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
As a Trusted HR Advisor, You Will Work Closely With Managers And Leaders To Provide Practical Guidance On a Broad Range Of Human Resources Matters, Including
Added 17 hours ago
Senior Advisor, Global Compensation
Velan Inc.
Montreal, QC
We are currently seeking our next Senior Advisor, Global Compensation who will serve as a key individual contributor providing strategic guidance and governance on global compensation…
Added 19 hours ago
CC
Senior Manager, Salesforce Platform Architecture & Development
Canadian Cancer Society
Toronto, ON · Ottawa, ON · Montreal, QC · Quebec, QC · Prince George, BC · Vancouver, BC · Kelowna, BC · Halifax, NS · St. John's, NL · Calgary, AB
- Full-time
Act as a strategic advisor to senior leadership on Salesforce-related initiatives and platform capabilities.
Added 21 hours ago
IF
Senior Security Advisor (DevSecOps) - Detection Engineering
Intact FC
Montreal, QC · Laval, QC · Saint-Hyacinthe, QC
- Full-time
Intact Insurance is seeking an experienced Senior Security Advisor to strengthen its Detection Engineering in cyber defence team. This role focuses on cloud and infrastructure security,…

Optimize Financial Group

Corporate Development Representative - Advisor Acquisition & Growth

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

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.

Apply About employer

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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