Investment Advisor
- Toronto, ON, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
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.
The Role
You'll run introductory and complimentary financial-planning meetings with prospects from our lead pipeline and turn them into long-term client relationships. We give you a proven playbook: meeting frameworks, presentation materials, and answers to common client questions. It's been refined over thousands of conversations. You bring the judgement, presence and closing instincts that make it work.
What You'll Do
- Meet with qualified, pre-booked prospects and guide them from first meeting to onboarding
- Handle questions and objections with confidence and credibility
- Own your pipeline and follow-up, keeping our CRM current
- Build a book of business you're proud of
What You Bring
- A track record of converting opportunities in wealth management, financial planning, banking, insurance or another consultative sales role
- Strong understanding of personal finance, investments, wealth management, retirement planning, tax-efficient investing, insurance, or related financial-planning concepts.
- Comfort with clear targets and the drive to beat them
- CIM designation strongly preferred; French is an asset
Why Optimize
- A full calendar of warm, qualified meetings, with no cold calling
- A proven process and full marketing, tech and training support behind you
- A growing firm where results are recognized and rewarded
- Room to build a real long-term advisory career
More about this job
Responsibilities
Meet with qualified, pre-booked prospects to present financial-planning solutions, address questions and objections, and convert prospects into long-term clients. Manage the sales pipeline and follow-up, maintain accurate CRM records, and build a book of business.
Requirements
Candidates should have a track record of converting opportunities in wealth management, financial planning, banking, insurance, or another consultative sales role, along with a strong understanding of personal finance and related planning concepts. Comfort with targets and a drive to exceed them are expected; a CIM designation is strongly preferred, and French is an asset.
Skills
- Wealth Management
- Financial Planning
- Consultative Sales
- Investment Knowledge
- Retirement Planning
- Tax-Efficient Investing
- Insurance Knowledge
- Objection Handling
- Pipeline Management
- CRM Management
- Client Onboarding
- Follow-Up
- Business Development
- Communication
- Closing Skills
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Sales
- Customer Service & Support
Keywords
- Wealth Management
- Financial Planning
- Portfolio Management
- Tax Preparation
- Debt Management
- Estate Planning
- Investment Advisory
- Personal Finance
- Retirement Planning
- Tax-Efficient Investing
- Insurance
- Consultative Sales
- Client Acquisition
- Lead Pipeline
- Client Onboarding
- CRM
- Pipeline Management
- Objection Handling
- Business Development
- CIM Designation
- French