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Added 6 mins ago
R&
Senior Group Audit Manager, Cybersecurity
Robertson & Company Ltd.
Toronto, ON
- Full-time
Our client is one of Canada's leading financial institutions, serving millions of customers through a broad range of banking, wealth management, insurance, and capital markets services.…
Added 7 mins ago
GF
Customer Care Advisor (LLQP)
Greenstone Financial Services Canada
Toronto, ON · North York, ON
- Full-time
Client Relationship Management: Proven experience in customer engagement, ideally within insurance, financial services, or other client-facing sectors.
Added 7 mins ago
MR
Senior Business Analyst
Motion Recruitment
Vancouver, BC
- $60 to $80 CAD / hour
- Contract
…SMEs, and external vendors to deliver solutions that improve advisor and client experiences, enhance operational efficiency, and drive enterprise-wide transformation priorities. The ideal…
Added 7 mins ago
IF
Assistant Branch Manager
Investia Financial Services
Vancouver, BC
- Full-time
Company Description Investia Financial Services Inc. is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services Inc., a well-established Canadian financial…
Added 7 mins ago
C
Financial Services Associate (Mandarin)
CIBC
Vancouver, BC
- Full-time
…secure their futures and set up their businesses. As a Financial Services Associate in the Imperial Service Team, you’ll provide administrative and client support to seek business growth…
Added 7 mins ago
MR
Project Manager III
Motion Recruitment
Vancouver, BC
- $75 to $95 CAD / hour
- Contract
Exposure to advisor platforms, client servicing technologies, digital enablement initiatives, or operational transformation programs
Added 22 mins ago
T&
Associate Director - Cost Management
Turner & Townsend
Montreal, QC
- Full-time
Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries.
Added 22 mins ago
Sales Associate (Land Rover Royal Oak)
Go Auto
Calgary, AB
Automotive sales experience is an asset, but we are also open to strong candidates from luxury retail, real estate, financial services, hospitality, or other high-ticket sales environments.
Added 22 mins ago
RB
Banking Advisor
Royal Bank of Canada
Cambridge, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 22 mins ago
RB
Financial Advisor
Royal Bank of Canada
Guelph, ON
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 22 mins ago
RB
Banking Advisor
Royal Bank of Canada
Saskatoon, SK
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 22 mins ago
RB
Banking Advisor
Royal Bank of Canada
Gravenhurst, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 23 mins ago
MW
Junior Investment Advisor
Manulife Wealth
Dorval, QC
- Full-time
Our Investment Advisor Mentoring Program is crafted to guide you through the licensing process and equip you with the skills and knowledge necessary to build a successful client portfolio…
Added 23 mins ago
PC
District Energy System Mechanical Team Lead
Pinchin Canada
Victoria, BC
- Full-time
…you’ll help build and mentor a strong technical team, strengthen client relationships, and contribute to the continued growth of Pinchin’s district energy…
Added 23 mins ago
PC
District Energy Project Engineer
Pinchin Canada
Burnaby, BC
- Full-time
…America. Our teams bring together expertise in environmental services, compliance, building science and resiliency, occupational health and safety, sustainability, and engineering. We help…
Added 24 mins ago
GT
Project Manager
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- Contract
Strong client focus with ability to listen and quickly learn about various clients and become a trusted advisor on delivery learning solutions successfully
Added 24 mins ago
MC
Wealth Management Advisor (full-time; Goderich)
Mainstreet Credit Union Canada
Goderich, ON
- $63,703 to $99,535 CAD / year
- Full-time
Within the organization, the Wealth Management Advisor collaborates closely with the retail branch network and the commercial lending division. This teamwork ensures a cohesive approach to…
Added 25 mins ago
Branch Manager, Kelowna
Odlum Brown
Kelowna, BC
Solid understanding of advisor business models, operational needs, and client service delivery
Added 25 mins ago
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Wealth & Tax Planning Consultant, Private Wealth
BMO
Montreal, QC · IBMM
- Full-time
…planning needs. Supports the growth and retention of HNW/UHNW client assets through specialized planning solutions that help to broaden the dialogue and enhance the client relationship in…
Added 25 mins ago
CF
Employer Engagement Advisor
Community Futures North Okanagan
Vernon, BC
- Full-time
The Employer Engagement Advisor is a key member of the WorkBC team responsible for building and maintaining relationships with employers across the North Okanagan to support job seekers in…
Added 25 mins ago
VC
Occupational Therapist/Physiotherapist - Case Manager
Vancouver Coastal Health
Vancouver, BC
- $45.15 to $56.17 CAD / hour
- Full-time
…Health Centre. Apply today to speak to a Talent Acquisition…
Added 25 mins ago
R
Banking Advisor
RBC
Cambridge, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 25 mins ago
R
Banking Advisor
RBC
Regina, SK
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 25 mins ago
R
Banking Advisor
RBC
Saskatoon, SK
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 26 mins ago
B
Wealth & Tax Planning Consultant, Private Wealth
BMO
Montreal, QC
- Full-time
…planning needs. Supports the growth and retention of HNW/UHNW client assets through specialized planning solutions that help to broaden the dialogue and enhance the client relationship in…

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: Dec 5, 2026
Posting language: English
Posted: Nov 5, 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, wealth management teams, and independent practice owners, guiding them through a structured acquisition process from discovery to execution. Develop tailored partnership and succession proposals, address transition and operational concerns, coordinate deal structures with internal teams and counsel, and maintain pipeline and onboarding progress.

Requirements

Candidates should have 3–7+ years of relevant experience in financial services, practice 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. A bachelor’s degree in business, finance, economics, or a related field - or equivalent practical experience - is expected; relevant 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

Benefits

Uncapped Performance Incentives
Career Advancement

Visa sponsorship

Not detected in the job text

Keywords

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

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