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Added 7 mins ago
TT
Equipment Advisor
Trimac Transportation
AB · Edmonton, AB
- Full-time
Added 7 mins ago
MD
Staff Attorney 3-Associate General Counsel
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Added 8 mins ago
C
Senior Advisor, Operations & Planning (Office of the VP) (People & Culture)
CBC/Radio-Canada
Ottawa, ON
- Full-time
Added 23 mins ago
M
Accountant, Assurance and Accounting - January 2027
MNP
Terrace, BC
- Full-time
…clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll provide…
Added 23 mins ago
M
Accountant, Assurance and Accounting - January or September 2027
MNP
Williams Lake, BC
- Full-time
…clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor,…
Added 23 mins ago
M
Co-op Accountant, Assurance and Accounting (January 2027)
MNP
Kingston, ON
- Full-time
…clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information…
Added 23 mins ago
OF
Advisor Transition Coordinator
Optimize Financial Group
Toronto, ON
- Full-time
…wealth management company dedicated to providing personalized financial solutions and advice. Our holistic approach integrates financial planning, portfolio management, tax preparation,…
Added 23 mins ago
IF
Operations Clerk – Account Opening
iA Financial Group (Industrial Alliance)
Montreal, QC
- Temporary
Are you passionate about financial services and looking to contribute to the purpose of a company that strives to ensure its clients feel confident and secure about their future?
Added 23 mins ago
GC
Vice President, Finance & CFO
GrandBridge Corporation
Cambridge, ON
- Full-time
Added 23 mins ago
SG
Directrice ou directeur, Planification financière et fiscalité
SFL Gestion de patrimoine – Partenaire de Desjardins
Montreal, QC
- Full-time
Added 23 mins ago
Senior Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Edmonton, AB
We’re searching for a Senior Insurance Advisor. Are you searching for new possibilities?
Added 23 mins ago
Senior Asset Management Consultant
WSP
Toronto, ON
In this role, you will work as a trusted advisor to public and private sector infrastructure clients, helping them translate complex asset information into practical strategies, investment…
Added 23 mins ago
C
Financial Advisor - Saint-Hubert
CIBC
Longueuil, QC · Carrefour-Saint-Hubert Banking
- Full-time
Added 23 mins ago
B
Associate, Internal Sales, Intermediary Distribution
BMO
Toronto, ON · FCP
- Full-time
Added 23 mins ago
B
Senior Manager, Insurance Finance
BMO
Toronto, ON · YNG
- Full-time
…month-end and quarter-end close activities, reconciliations, financial controls, and team performance. While insurance…
Added 23 mins ago
B
Associate, Internal Sales, Intermediary Distribution
BMO
Toronto, ON · FCP
- Full-time
Added 38 mins ago
TW
Financial Advisor (November Approvals)
Thrive Wealth Management
Regina, SK
- Full-time
…and a full suite of products to inspire confidence in their financial decision-making. We prioritize performance excellence, and our employees champion each member’s success, ultimately…
Added 53 mins ago
OF
Investment Advisor
Optimize Financial Group
Toronto, ON
- Full-time
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…
Added 53 mins ago
CC
Executive Director - Cecilia Concerts Society
Cecilia Concerts
Halifax, NS
- Full-time
Added 53 mins ago
BEC Bilingual Administrative Assistant
EY
Toronto, ON · Montreal, QC
Added 1 hour ago
CG
Manager, Finance
Compass Greenfield Development
Toronto, ON
- Full-time
Added 1 hour ago
UO
Finance Service Partner
University of Alberta
Edmonton, AB
- Full-time
…Finance Partners are responsible for the delivery of strategic financial solutions and advice to the leaders, faculty and staff within their client…
Added 1 hour ago
SL
VP, Finance, Corporate Segments and Total Company Expenses
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
Added 1 hour ago
SL
VP, Finance, Global Technology
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
Added 1 hour ago
D
Investigations advisor
Desjardins
Montreal, QC · Levis, QC
- Full-time
As an investigations advisor, you help apply tactics, techniques and procedures for investigations, inquiries, liaisons and information to a wide range of administrative and security…

Optimize Financial Group

Investment Advisor

Toronto, ON, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Dec 9, 2026
Posting language: English
Posted: Nov 9, 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.

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

Apply About employer

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 follow-up and CRM records, guide clients through onboarding, and build a book of business.

Requirements

Candidates should have a 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 sales targets is 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
Objection Handling
Sales Conversion
Pipeline Management
CRM Management
Client Onboarding
Portfolio Management
Communication
Target Achievement

Visa sponsorship

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Keywords

Wealth Management
Financial Planning
Portfolio Management
Tax Preparation
Debt Management
Estate Planning
Personal Finance
Investments
Retirement Planning
Tax-Efficient Investing
Insurance
Consultative Sales
Client Relationships
Prospect Meetings
Sales Conversion
Objection Handling
Pipeline Management
CRM
Client Onboarding
Book Of Business
CIM Designation
Financial Services

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