Find work in Canada.

599,914 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 8 mins ago
A
Senior Manager
Ashling
Toronto, ON
- $125,000 to $140,000 CAD / year
- Full-time
As a Senior Manager, you will lead multiple project teams and workstreams within complex client engagements. You’ll be accountable for successful delivery, client value, project quality,…
Added 8 mins ago
R&
Senior Group Audit Manager, Cybersecurity
Robertson & Company Ltd.
Toronto, ON
- Full-time
Lead and oversee complex audit engagements from planning through reporting, ensuring appropriate risk coverage and alignment with audit standards.
Added 8 mins ago
EV
Lead, Vegetation (Ecologist)
Elk Valley Resources
Sparwood, BC
- $108,000 to $127,000 CAD / year
- Full-time
EVR is proud to be part of the Glencore Group, contributing to a global portfolio of operations with a history that dates back more than 100 years in Canada.
Added 8 mins ago
8R
Digital Marketing Specialist
88West Realty Ltd.
North Vancouver, BC
- Full-time
CRM & Website Management: Manage CRM workflows, lead sequences, and routine website updates. Curiosity about AI tools and comfort using them to solve marketing problems is a plus.
Added 8 mins ago
SH
Full-Time l Housekeeping Supervisor l Radisson Blu Toronto Downtown
Silver Hotel Group
Toronto, ON
- Full-time
…for you! In joining Radisson Blu Toronto Downtown, you join a portfolio of brands with Choice Hotels. Be where you can do your best work, begin your purpose, belong to an amazing team, and…
Added 8 mins ago
TU
CRC (Tier II) Climate-Resilient Agroecosystems - Assistant Professor (tenure track)
The University of British Columbia
Kelowna, BC
- Full-time
…federal, provincial, and partner-supported sources. They will lead innovative research on improving the understanding and management of climate-resilient agroecosystems, whether through…
Added 8 mins ago
Snr Brand & Marketing Manager
Bosa Properties Inc.
Vancouver, BC
…commercial and master-planned projects, with a growing residential portfolio that includes more than 22,000 homes that are built or under development, and an income portfolio that includes…
Added 8 mins ago
Demand Planner Senior
Acuity Inc.
Brossard, QC
…medium-, and long-term demand forecasting process. You will lead the monthly demand review process, ensure the consolidation of a consensus demand plan, and work closely with Sales,…
Added 23 mins ago
Senior Customer Experience Specialist - Operations
Bunge
Oakville, ON
Serve as the primary point of contact and trusted liaison for a dedicated portfolio of valued Food Solutions accounts, fostering strong, lasting relationships.
Added 23 mins ago
Customer Account Representative
Bunge
Kindersley, SK
…distribution, oilseed processing and refining, offering a broad portfolio of plant-based oils, fats, and proteins. We work alongside our customers at both ends of the value chain to deliver…
Added 23 mins ago
AG
Senior Building Operator, Commercial
Aquilini Group
Vancouver, BC
- Full-time
…day-to-day operations and maintenance across a diverse commercial portfolio of office, retail, industrial, and stratified mixed-use properties across Vancouver. This role requires a…
Added 23 mins ago
Cruise Expert
Kensington
Canada
…guide high-end clientele through a unique and exhilarating portfolio of luxury products and experiences. You will offer an array of premium-to-luxury cruise line products, along with…
Added 23 mins ago
SS
Technical Product Manager
Safe Software
Remote, Canada
- $118,000 to $131,000 CAD / year
- Full-time
- Remote
…and roadmaps - not internal engineering team boundaries. Each portfolio groups related roadmaps under a shared theme, and each roadmap has a PM owner responsible for outcomes across the…
Added 23 mins ago
D
Large Enterprise Account Executive
Dandy
Remote, Canada
- $280,000 CAD / year
- Full-time
- Remote
Identify and call prospective dentists' offices within the DSO portfolio, to stimulate new client acquisition
Added 23 mins ago
RB
Senior Relationship Manager, Commercial Financial Services
Royal Bank of Canada
Brossard, QC · Montreal, QC
- Full-time
Please note that this opportunity is to manage a portfolio concentrated in the Retail Goods & Services sector,
Added 23 mins ago
N
Associate Art Director (Characters, Concepts, Lighting & VFX, World)
NBCUniversal
Montreal, Quebec
- Full-time
Lead and mentor artists and leads across internal teams and external partners.
Added 25 mins ago
T
Content Marketing Lead
TransPerfect
ON · Durham, ON
- Full-time
This isn't a desk writer job. You will write, strategize, direct, and ship. You lead content marketing for our SEO, AEO, and demand programs, and you decide what gets made, when, and by…
Added 25 mins ago
BP
Snr Brand & Marketing Manager
Bosa Properties
Vancouver, BC
- Full-time
…commercial and master-planned projects, with a growing residential portfolio that includes more than 22,000 homes that are built or under development, and an income portfolio that includes…
Added 25 mins ago
H
Sales Director - New Business Development- Retail CPG
HCLTech
Toronto, ON
- Full-time
…local communities, we have positively impacted Canada's IP portfolio, R&D legacy, IT landscape, and talent…
Added 25 mins ago
C
Senior Project Manager
Confidential
Ottawa, ON · Greater Ottawa Metropolitan Area
- Full-time
They are looking for someone to lead the team in a satellite office in the Ottawa/Gatineau area.
Added 25 mins ago
SH
Lead - UKG Advanced Scheduler Solutions and Workforce Management
Scarborough Health Network
Toronto, ON · Scarborough, ON
- Full-time
As a member of the People Services portfolio and reporting to the Manager, Scheduling and Workforce Optimization, this role will lead strategic initiatives to: develop, implement effective…
Added 25 mins ago
MG
Construction Manager
MHB Group Canada
Toronto, ON · North York, ON
- Full-time
…accomplished Construction Manager to oversee its wood-frame portfolio. Approximately 3,000 residential units are scheduled to commence construction throughout…
Added 25 mins ago
A
Lead Manager, Strategic Partnerships (Seoul-based)
Agoda
Montreal, QC
- Full-time
We are looking for a Lead Manager, Strategic Partnerships to lead Agoda’s Korea FI partnership strategy and execution.
Added 25 mins ago
A
Content Marketing Manager, B2B Marketing (Bangkok Based, relocation provided)
Agoda
Montreal, QC
- Full-time
Establish content performance metrics and continuously optimize the strategy based on audience engagement, lead generation, and pipeline contribution.
Added 25 mins ago
EM
Facility Manager / Property Manager
Edon Management
Red Deer, AB
- Full-time
…operational and financial ownership of a commercial building portfolio in Red Deer. This role is ideal for a hands-on facilities professional who enjoys accountability, problem‑solving, and…

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.

Apply About employer

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

Report this job