Accounting & finance jobs in Canada

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Added 10 days ago
KR
Accounting Manager
Kassen Recruitment
Medicine Hat, AB
- Full-time
Bachelor's degree in accounting, finance, or a related discipline
Added 10 days ago
KR
Financial Analyst
Kassen Recruitment
Toronto, ON
- Full-time
Familiarity with tax, capital accounts, distributions, or cross-border reporting is an asset
Added 10 days ago
KR
Senior Accountant
Kassen Recruitment
Vaughan, ON
- Full-time
A diversified organization within the real estate sector is seeking a Senior Accountant to join its finance team. This is an opportunity for an experienced accounting professional to take…
Added 10 days ago
KR
Financial Analyst, FP&A
Kassen Recruitment
Toronto, ON
- Full-time
Bachelor’s degree in Accounting, Finance, Commerce, or a related discipline.
Added 10 days ago
KR
Senior Financial Analyst
Kassen Recruitment
Vaughan, ON
- Full-time
A progressive organization is seeking a Senior Financial Analyst to join its finance team and play a key role supporting financial operations across corporate and project-based activities.…
Added 10 days ago
Accountant
Lush Handmade Cosmetics
Vancouver, BC
…business through collaboration and sharing best practices with the Accounting and wider Finance team. You know how to be curious about opportunities and how to be real with feedback and…
Added 10 days ago
TO
Finance Clerk
Town of Pelham
Fonthill, ON
- Full-time
Reporting to the Manager of Financial Services/Deputy Treasurer, the Finance Clerk is responsible for performing a variety of financial, revenue, billing, collection, customer service, and…
Added 10 days ago
N
Senior Mortgage Underwriter
nesto
Toronto, ON
- Full-time
As Canada's pioneer in online mortgage lending, nesto is transforming the way Canadians finance their homes. Our mission is to offer a positive, empowering, and transparent property…
Added 10 days ago
N
Senior Mortgage Underwriter
nesto
Montreal, QC
- Full-time
As Canada's pioneer in online mortgage lending, nesto is transforming the way Canadians finance their homes. Our mission is to offer a positive, empowering, and transparent property…
Added 10 days ago
N
Senior Mortgage Underwriter
nesto
Montreal, QC
- Full-time
Added 10 days ago
N
Senior Mortgage Underwriter
nesto
Toronto, ON
- Full-time
Added 10 days ago
N
Senior Mortgage Underwriter
nesto
Calgary, AB
- Full-time
As Canada's pioneer in online mortgage lending, nesto is transforming the way Canadians finance their homes. Our mission is to offer a positive, empowering, and transparent property…
Added 10 days ago
N
Senior Mortgage Underwriter
nesto
Winnipeg, MB
- Full-time
As Canada's pioneer in online mortgage lending, nesto is transforming the way Canadians finance their homes. Our mission is to offer a positive, empowering, and transparent property…
Added 10 days ago
N
Senior Mortgage Underwriter
nesto
Calgary, AB
- Full-time
Added 10 days ago
N
Senior Mortgage Underwriter
nesto
Winnipeg, MB
- Full-time
Added 10 days ago
LF
Accountant
Lush Fresh Handmade Cosmetics North America
Vancouver, BC
- $71,370 to $79,300 CAD / year
- Full-time
…business through collaboration and sharing best practices with the Accounting and wider Finance team. You know how to be curious about opportunities and how to be real with feedback and…
Added 10 days ago
TC
Payroll Administrator (Comvida Experience Required)
The Care Group
Coquitlam, BC
- $36 to $40 CAD / hour
- Contract
Added 10 days ago
Payroll Administrator
Vertex Resource Group
Sherwood Park, AB
Prepare payroll journal entries, accruals and month-end reports for Finance, and compile statistical reports as requested
Added 10 days ago
WS
Senior Finance Analyst, Operations Finance & Analytics
Wolf Steel Ltd
Barrie, ON
- Full-time
Minimum Education: University bachelor’s degree or College Diploma in Business Administration, Commerce, Economics and/or Accounting & Finance.
Added 10 days ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
Bachelor's degree in Accounting, Finance, Information Systems, Business Administration, Risk Management, or a related discipline.
Added 10 days ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
We are looking for a high-impact Finance Manager FP&A to act as a true business partner to our Product Line leadership team.
Added 10 days ago
HT
Financial Manager (CSM)
Husky Technologies
Bolton, ON
- Full-time
We are seeking an experienced Financial Leader that can work with various stakeholders within the Finance and Accounting function as well as our Customer Service organization. This…
Added 10 days ago
CF
Cost Accounting Manager
Cavendish Farms
Lethbridge, AB
- Full-time
The Cost Accounting Manager will oversee all technical aspects of the plant’s accounting resources, analysis and reporting of plant costing information. Accounts for and communicates…
Added 10 days ago
ST
Senior Financial Analyst
Securitas Technology Canada
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Bachelor’s degree in Finance, Accounting, Commerce, Economics, or a related discipline.
Added 10 days ago
BI
Corporate Controller
Belkorp Industries
Vancouver, BC
- Full-time
Position: Corporate Controller, reporting to the VP Finance & CFO

Optimize Financial Group

Licensed Life Insurance Representative

Toronto, ON, Canada

Full-time

Apply on LinkedIn About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 25, 2026
Posting language: English
Posted: Oct 26, 2026

Original job description

About Optimize Financial Group

Optimize Financial Group is a premier wealth management firm based in Toronto, ON, dedicated to helping clients achieve their financial and life goals. We provide personalized financial solutions across financial planning, portfolio management, tax preparation, debt management, estate planning, insurance, and mortgages. Our holistic approach allows clients to access coordinated advice and solutions in one place.

The Opportunity

We are seeking a Licensed Life Insurance Representative to work with Optimize’s established corporate client base and existing client relationships. This is not a cold-start or commission-only role: you will be supported by a strong platform, trusted client relationships, and meaningful opportunities to help clients access appropriate insurance solutions within the Optimize ecosystem.

The successful candidate will be a strong salesperson and relationship manager who is comfortable meeting with clients, identifying needs, explaining solutions clearly, following up consistently, and seeing each opportunity through from the initial conversation to completion.

You will play an important role in helping clients understand and obtain insurance coverage. You will work closely with internal teams and external insurance partners to deliver a professional, responsive, and client-first experience.

Key Responsibilities

Manage insurance opportunities from the initial consultation through underwriting, policy issue, delivery, and follow-up.
Meet with existing Optimize clients to understand their insurance needs.
Conduct professional client consultations by phone, video, or in person, and explain relevant life insurance and accident and sickness insurance options, coverage features, costs, requirements, and next steps.
Identify suitable insurance opportunities based on the client’s needs and recommend solutions.
Gather client information and supporting documentation, prepare complete applications, and coordinate submissions with insurers and internal team members.
Maintain consistent, proactive communication with clients to keep applications moving and ensure an excellent client experience.
Coordinate effectively with insurers, underwriters, internal advisors, mortgage professionals, and other relevant parties.
Maintain accurate client notes, disclosures, documentation, and pipeline activity in the company’s CRM and insurance systems.

What We Are Looking For

Previous experience in life insurance, accident and sickness insurance, financial services, mortgage lending, banking, wealth management, or a client-facing sales role is strongly preferred.
Active Life and Accident & Sickness Insurance Agent licence in good standing.
A proven ability to build rapport, earn trust, identify client needs, and guide conversations toward a clear next step.
Strong sales instincts, follow-up discipline, and comfort working with clients through a multi-step application and underwriting process.
Excellent written and verbal communication skills, including the ability to explain insurance solutions in a clear, balanced, and client-friendly way.
Highly organized and detail-oriented, with the ability to manage multiple client files, deadlines, documents, and stakeholder relationships at once.
Comfortable working with CRM platforms, online application tools, email, spreadsheets, and insurer portals.
A self-motivated, results-oriented approach and a genuine interest in helping clients.

What’s In It For You?

Base salary of $60,000, plus a quarterly bonus structure designed to provide strong earning potential, with the opportunity to earn comfortably into six figures.
An established client base and existing corporate relationships, allowing you to focus on serving clients rather than starting from scratch.
The opportunity to work within a comprehensive financial-services platform that integrates insurance, mortgages, investments, financial planning, tax preparation, and estate planning.
Meaningful exposure to high-quality client relationships and collaboration with experienced financial-services professionals.
A dynamic, entrepreneurial, and high-performing work environment in Toronto’s financial district.

Apply on LinkedIn About employer

More about this job

Responsibilities

Manage insurance opportunities from client consultation through application, underwriting, policy issuance, delivery, and follow-up. Assess client needs, explain and recommend suitable coverage, coordinate with insurers and internal teams, and maintain accurate records in company systems.

Requirements

An active Life and Accident & Sickness Insurance Agent licence in good standing is required, and relevant experience in insurance, financial services, lending, banking, wealth management, or client-facing sales is strongly preferred. Candidates should demonstrate strong sales and relationship-building abilities, clear communication, disciplined follow-up, organization, attention to detail, and comfort using CRM and insurance application tools.

Skills

Life Insurance Sales
Accident and Sickness Insurance
Needs Assessment
Insurance Consultations
Sales
Application Processing
Underwriting Coordination
Client Follow-Up
Stakeholder Coordination
Documentation Management
CRM Management
Communication
Organization
Attention to Detail

Benefits

Quarterly Bonus
Established Client Base
Professional Collaboration Opportunities

Visa sponsorship

Not detected in the job text

Keywords

Life Insurance
Accident and Sickness Insurance
Life and Accident & Sickness Insurance Agent Licence
Financial Services
Wealth Management
Mortgage Lending
Insurance Solutions
Client Consultations
Needs Assessment
Insurance Applications
Underwriting
Policy Issuance
Insurers
Underwriters
Sales
CRM
Online Application Tools
Insurer Portals
Client Documentation
Financial Planning
Portfolio Management
Tax Preparation
Debt Management
Estate Planning
Mortgages

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Accounting & finance jobs in Canada