Find work in Canada.

325,766 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 14 mins ago
Senior Regional Sales Manager
Teva Pharmaceuticals
Toronto, ON
Full-time
The Senior Regional Sales Manager (CNS) is responsible for leading the execution of brand strategy within their assigned region to achieve sales objectives. This role requires strong field…
Added 14 mins ago
Service Sales Representative
Overhead Door Corporation
Fort McMurray, AB
Full-time
We have an immediate opening for a Service Sales Representative in our Fort McMurray Branch. Reporting to the General Manager, this position is responsible for responding to bid/tender,…
Added 14 mins ago
Territory Manager - Packaged Gases
Linde
Belleville, ON
Full-time
The Territory Manager will be responsible for generating sales within an assigned territory of existing & new accounts. This position will be accountable for achieving quota by prospecting…
Added 14 mins ago
Store Manager - Apparel
JRoss Retail Recruiters
Kamloops, BC
$47,000 to $53,000 CAD / year
Full-time
This apparel retailer is known for providing customers with quality products, exceptional service, and an engaging in-store experience. With a strong brand presence and a focus on customer…
Added 14 mins ago
Donation Associate
The Salvation Army in Canada
St. John's, NL · Greater St. John's Metropolitan Area
Full-time
Contribute to meeting store sales targets; provide efficient courteous customer service; use tact when dealing with difficult customers.
Added 14 mins ago
Territory Manager - Packaged Gases
Linde
Sept-Îles, QC
Full-time
The Territory Manager will be responsible for generating sales within an assigned territory of existing & new accounts. This position will be accountable for achieving quota by prospecting…
Added 14 mins ago
Client Advisor Intern- EN
RBC
Saguenay, QC
Part-time
…you have the self-motivation to deliver exceptional customer service and thrive in a target based performance environment, you can build a great career with us as a future Account…
Added 14 mins ago
Customer Service Representative
Newrest
Calgary, AB
Full-time
Follow-up with the Airline Corporate contact (Performance Manager, Area Manager, etc...) any feed-back on the operations and service perception as well as on the day-to-day operations.
Added 14 mins ago
National Distribution Manager
Linde
Brampton, ON
Full-time
We are looking for a highly motivated, talented, and experienced National Distribution Manager to lead and manage the day-to-day operations of our 4 Canadian distribution centres and its…
Added 14 mins ago
Store Associate
The Salvation Army in Canada
Moncton, NB
Full-time
Contribute to meeting store sales targets; provide efficient courteous customer service; use tact when dealing with difficult customers.
Added 14 mins ago
Keyholder
Torrid
Guelph, ON
Part-time
Set the example for The Torrid Connection through selling skills and customer service, ensuring the team is providing a shopping experience that will encourage positive customer connections…
Added 14 mins ago
Account Manager - Edmonton MOD
TK Elevator
Winnipeg, MB
Full-time
TK Elevator is currently seeking an experienced H-Power Sales Representative - Modernization in Calgary, Edmonton, or Winnipeg
Added 14 mins ago
Shift Supervisor
The Salvation Army in Canada
Victoria, BC
Full-time
The role operationally supports the Store Manager in overseeing daily routine tasks to provide uninterrupted service in various aspects of the Thrift Store activities. Otherwise, this role…
Added 14 mins ago
Global Account Manager
Cogent Communications
Toronto, ON · Greater Toronto Area, Canada
Full-time
…superior customer support by virtue of its end-to-end control of service delivery and network monitoring. Structured tenure pay increases and an uncapped commissions plan offers you…
Added 14 mins ago
LensCrafters - Store Manager 3 - #946 Coquitlam, BC
EssilorLuxottica Group
Port Coquitlam, BC · Coquitlam, BC
The overall mission of the Store Manager is to be a leader within the LensCrafters organization. The Store Manager delivers key performance indicators by integrating the Brand Story and…
Added 14 mins ago
LensCrafters - Store Manager 2 - #2940 Abbotsford, BC
EssilorLuxottica Group
Abbotsford, BC
Conveys a commitment to providing unsurpassed Customer Service through ensuring the LensCrafters' staff performs the Sales and Service Process steps.
Added 14 mins ago
Advisor Associate MD Wealth - Sydney
Scotiabank
Sydney Indian Reserve No. 28A, NS · Sydney, NS
Reporting to the Manager, Regional Administration, as a Client Service Associate, you will be responsible for providing administrative and operational support, both in-office and virtually,…
Added 29 mins ago
Material Program Manager
RTX
Calgary, AB
Full-time
As a Material Program Manager, you will play a pivotal role in ensuring the consistency and efficiency of supply chain practices while supporting program objectives. You will act as the…
Added 29 mins ago
Sales Representative
Match Retail
ON · Woodbridge, ON
Full-time
Here at Match Retail, we are passionate about our people, and we are looking for energetic, tech savvy sales representatives who love to share their passion for home electronics products!…
Added 29 mins ago
Beauty Advisor
London Drugs Limited
Saskatoon, SK
Other
The job of a London Drugs BEAUTY ADVISOR is to help the beauty department meet its sales and marketing objectives while ensuring top-notch customer service and retail beauty advice.
Added 29 mins ago
Supervisor, Transportation
Gordon Food Service
Grande Prairie, AB
Full-time
Supports the efforts of Gordon Food Service drivers in serving customers through the initial training of new drivers and on-going coaching of all drivers. Provides input to manager on…
Added 29 mins ago
Assistant dbar Manager
Four Seasons Hotels and Resorts
Toronto, ON · Four Seasons Toronto
Full-time
As Assistant d|bar Manager, you will support the d|bar General Manager in the day to day operation of the outlet. You will play a key role in maintaining service excellence, driving…
Added 29 mins ago
District Manager
Structube
Waterloo, ON
Full-time
Reporting to the Vice President, Sales and Operations, the District Manager is responsible for the overall performance of a district, including sales, profitability, customer experience and…
Added 29 mins ago
Regional Sales Coordinator
AccorHotel
Jasper, AB
Full-time
Liaise with clients in absence of sales manager
Added 29 mins ago
Future Leaders Program – Management Trainee
EMCO Corporation
Winnipeg, MB
Full-time
If you’re a new grad who wants more than a desk job - someone excited by supply chain, sales, business development, and entrepreneurship - this is your chance to build a real career from…

Optimize Financial Group

Investment Advisor

Toronto, ON, Canada

Job type: Full-time
Apply by: Oct 29, 2026
Posting language: English
Posted: Sep 29, 2026

Apply About employer

Applications open in a new tab.

Original job description

Save

Apply

About Optimize Financial Group

Optimize Financial Group is a premier wealth management firm in 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.

The Opportunity

As an Investment Advisor, you will lead introductory and complimentary financial-planning meetings with qualified prospective clients who have entered our established lead funnel, building lasting client relationships and growing a high-quality book of business through a structured advisory process.

This position is supported by a defined lead-generation and appointment-setting process. Our team manages the early stages of the prospect journey and schedules meetings with prospective clients, enabling you to focus on what you do best: conducting thoughtful client conversations and guiding qualified prospects through a structured process where you will follow a proven advisory and sales methodology that includes structured meeting agendas, discovery questions, financial-planning conversations, presentation materials, scripts, and FAQ responses.

The successful candidate will be comfortable working within a disciplined framework while bringing the judgment, confidence, and interpersonal skill required to make each conversation feel natural, personalized, and client-focused.

Key Responsibilities

Conduct scheduled introductory and complimentary financial-planning meetings with qualified prospective clients generated through the firm’s lead funnel.
Follow the firm’s established client-acquisition process from initial meeting through onboarding using approved scripts, meeting frameworks and FAQ responses to ensure a consistent, compliant, and high-quality client experience.
Respond thoughtfully and effectively to prospect questions, concerns, and objections while remaining aligned with the firm’s advisory process and value proposition.
Maintain accurate, timely, and detailed records of client interactions, meeting outcomes, follow-up activity, and pipeline status within the firm’s CRM and internal systems.
Manage follow-up activity with discipline, professionalism, and a strong sense of ownership for each prospective-client relationship.

What Success Looks Like

Success in this role is not simply about conducting meetings. It requires the ability to consistently move qualified prospects through a structured and professional advisory journey, ultimately converting those opportunities into new client relationships and new business for the firm

The successful Investment Advisor will:

Establish credibility and rapport quickly with prospective clients.
Internalize the firm’s scripts, messaging, meeting flow, and FAQ responses.
Handle questions and objections with composure, professionalism, and sound judgement.
Demonstrate strong follow-through and urgency in managing opportunities and completing next steps.
Take ownership of conversion outcomes while maintaining a consultative, relationship-oriented approach.
Build a reputation internally and externally as a trusted, responsive, and knowledgeable financial professional.

Qualifications and Experience

Experience in investment advisory, wealth management, financial planning, financial services sales, banking, insurance, or another consultative client-facing environment.
Strong understanding of personal finance, investments, wealth management, retirement planning, tax-efficient investing, insurance, or related financial-planning concepts.
Chartered Investment Manager (CIM) designation is strongly preferred.
Demonstrated ability to work within a defined sales or advisory process and consistently execute against established standards.
Strong ability to learn, retain, and confidently communicate structured messaging, scripts, financial concepts, and approved responses to common client questions.
Comfortable working in a performance-oriented environment with clear expectations and conversion objectives.
French-language proficiency is considered an asset.

What’s in it for you

Access to a structured lead funnel and a dedicated appointment-setting process that places qualified prospective clients directly into your calendar.
A proven and repeatable client-acquisition process supported by structured meeting frameworks, scripts, technology, training, and internal resources.
The ability to build a meaningful advisory career within a growing wealth management firm that values professionalism, accountability, and client outcomes.
A high-performance environment where strong execution, client service, and results are recognized.

Apply About employer

More about this job

Responsibilities

Conduct scheduled introductory financial-planning meetings with qualified prospects and guide them through the firm’s structured advisory and onboarding process. Maintain accurate CRM records, manage follow-ups, address prospect questions and objections, and convert qualified opportunities into client relationships.

Requirements

Candidates should have experience in investment advisory, wealth management, financial planning, financial services sales, banking, insurance, or another consultative client-facing role, along with a strong understanding of personal finance and related concepts. They should be able to follow a defined advisory or sales process, communicate structured messaging confidently, and work toward conversion objectives; a Chartered Investment Manager designation is strongly preferred, and French proficiency is an asset.

Skills

Investment Advisory
Wealth Management
Financial Planning
Consultative Sales
Lead Conversion
Investment Knowledge
Retirement Planning
Tax-Efficient Investing
Insurance Knowledge
Objection Handling
Client Communication
CRM Recordkeeping
Follow-Up Management
Process Adherence
Pipeline Management

Benefits

Structured Lead Funnel
Dedicated Appointment-Setting Process
Training and Internal Resources
Career Development

Visa sponsorship

Not detected in the job text

Keywords

Investment Advisor
Wealth Management
Financial Planning
Portfolio Management
Tax Preparation
Debt Management
Estate Planning
Investment Advisory
Client Acquisition
Lead Generation
Appointment Setting
Client Onboarding
CRM
Pipeline Management
Retirement Planning
Tax-Efficient Investing
Insurance
Personal Finance
Consultative Sales
Sales Methodology
Meeting Frameworks
Discovery Questions
Objection Handling
Chartered Investment Manager (CIM)
Financial Services

Report this job