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Added 9 mins ago
HB
React Engineer - Montreal - Up to $200,000 CAD + Exceptional Bonuses/Benefits
Hunter Bond
Montreal, QC
- Full-time
Highly respected, hands-on Tech Lead you can collaborate with as a peer
Added 9 mins ago
FB
Assistant Department Manager - Collingwood
Farm Boy Inc.
Collingwood, ON
- $21.5 CAD / hour
- Full-time
Support team development through training, coaching, motivation, and recognition while maintaining a high level of trust, confidentiality, and professionalism.
Added 9 mins ago
FB
Assistant Department Manager - GTA East
Farm Boy Inc.
Barrie, ON
- $21.5 CAD / hour
- Full-time
Support team development through training, coaching, motivation, and recognition while maintaining a high level of trust, confidentiality, and professionalism.
Added 9 mins ago
CC
Technical Program Engineer
Carlson Construction Group
North Vancouver, BC
- $120,000 to $130,000 CAD / year
- Full-time
…projects safely, efficiently, and on schedule. Our clients trust us to deliver reliable equipment, innovative solutions, and exceptional service when it matters…
Added 9 mins ago
NF
Directeur des ventes / Sales Director
Nexxus Foods
Montreal, QC
- Full-time
At Nexxus, we believe our people drive our success. We foster a dynamic, collaborative, and agile environment built on trust, accountability, and continuous improvement, where employees are…
Added 9 mins ago
BC
District Sales Leader
Bimbo Canada
Moncton, NB
- Full-time
…more than 1,000 products across; 18 brands Canadians know and trust, like Dempster's®, Villaggio®, POM®, Bon Matin®, Stonemill®, Natural Bakery®, Takis®, Thomas'®, Little Bites™, Vachon®,…
Added 9 mins ago
E
Senior IT Talent Acquisition Specialist
Equisoft
Montreal, QC · Quebec, QC · HYBRID - Montreal, Canada
- Full-time
Be primary recruiter on several complex or niche roles and/or lead project development initiatives, while partnering closely with the Human Resources & Talent Manager on priorities,…
Added 9 mins ago
E
Sr Manager, Electronics Initiatives
eBay
Toronto, ON
- Full-time
As Senior Manager, Strategic Initiatives - EHI, you will lead business planning and operational execution for priority growth initiatives across categories and markets. You will translate…
Added 9 mins ago
E
Sr Manager, Salvage Parts Initiatives
eBay
Toronto, ON
- Full-time
As Senior Manager, Strategic Initiatives - Salvage, you will lead business planning and operational execution for priority global Salvage initiatives. You will translate strategic…
Added 9 mins ago
Snr Brand & Marketing Manager
Bosa Properties Inc.
Vancouver, BC
Trustworthy: You lead with trust when interacting with your team and other departments. You proactively build trust by demonstrating credibility, empathy, and sincerity.
Added 9 mins ago
SC
Conseiller en Préarrangements Funéraires | Sales Professional - Inside sales
Service Corporation International
Mont-Tremblant, QC
- Full-time
Added 24 mins ago
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Child Minding Assistant Leader
YMCA of Southern Interior BC
Kelowna, BC
- Part-time
Lead daily activities that are developmentally appropriate and responsive to participant interests and needs.
Added 24 mins ago
Cruise Expert
Kensington
Canada
Lead high-touch discovery conversations that reveal what moves your clients - then design journeys that exceed those expectations.
Added 24 mins ago
Sales Associate (Land Rover Royal Oak)
Go Auto
Calgary, AB
Understand that luxury sales is built on trust, timing, and precision
Added 24 mins ago
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Senior Producer (Pillar) / Producteur(trice) principal(e) (Pilier)
NBCUniversal
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- Full-time
Experience operating as a Scrum Master, agile producer, delivery lead, or senior producer supporting multiple teams.
Added 25 mins ago
G
Accounting Technical Program Manager
Guesty
Canada
- Full-time
Advanced Accounting Consultations: Lead complex consultations for enterprise clients to translate intricate property management accounting requirements into optimized Guesty Accounting…
Added 26 mins ago
BP
Snr Brand & Marketing Manager
Bosa Properties
Vancouver, BC
- Full-time
Trustworthy: You lead with trust when interacting with your team and other departments. You proactively build trust by demonstrating credibility, empathy, and sincerity.
Added 26 mins ago
OI
HVAC Parts & Supply Inside Sales Representative
Olympic International Sales Limited
North Vancouver, BC
- Full-time
Proactively communicate order status, lead times, delivery updates, and alternative solutions to keep projects moving and customers informed.
Added 26 mins ago
H
Sales Director - New Business Development- Retail CPG
HCLTech
Toronto, ON
- Full-time
Maintains high-level of customer loyalty and builds trust and integrity, as indicated in company conducted surveys and reports.
Added 26 mins ago
A
Senior Manager, Performance Marketing (Bangkok-based, relocation provided)
Agoda
Montreal, QC
- Full-time
We're looking for a proven leader who thrives in ambiguity, builds clarity through frameworks, and can lead complex cross-functional initiatives with discipline and influence, earning…
Added 26 mins ago
A
Senior Manager, Marketing Strategy (Bangkok-based, relocation provided)
Agoda
Montreal, QC
- Full-time
We're looking for a proven leader who thrives in ambiguity, builds clarity through frameworks, and can lead complex cross-functional initiatives with discipline and influence, earning…
Added 26 mins ago
A
Senior Manager, Marketing Analytics (Bangkok-based, relocation provided)
Agoda
Montreal, QC
- Full-time
We're looking for a proven leader who thrives in ambiguity, builds clarity through frameworks, and can lead complex cross-functional initiatives with discipline and influence, earning…
Added 26 mins ago
A
Bilingual Customer Service Experience Representative
Aviso
Toronto, ON
- $52,000 to $60,000 CAD / year
- Full-time
…is caring, informative, supportive, accurate and timely. We lead by example in all interactions, constantly look for new ways to improve CSX that exceed not just our industry but are…
Added 26 mins ago
DM
Account Manager
Douglas Marketing Group
Windsor, ON
- Full-time
Professional, responsive communication builds client trust.
Added 26 mins ago
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Project Architect
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Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
Our client puts architectural knowledge to work to build trust. The Project Architect supports this approach by making technical information accessible, helping clients make informed…

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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