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Added 10 mins ago
S
13624 - Tenant Support Coordinator
S.U.C.C.E.S.S.
Vancouver, BC
- Full-time
- Temporary
Division: Community Real Estate and Asset Management
Added 10 mins ago
Manager, Loyalty Acquisition
Scotiabank
Toronto, ON
To support the day-to-day management and activation of the partner relationship, with a primary focus on driving net new client growth for Scotiabank. This role is responsible for executing…
Added 24 mins ago
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Credit Risk Analyst
Relay
Toronto, ON
- Full-time
Partner closely with revenue. Explain credit decisions in plain language, work through requests for larger limits, and join customer conversations when we need their financials.
Added 24 mins ago
OF
Licensed Mortgage Agent
Optimize Financial Group
Toronto, ON
- Full-time
The successful candidate will be a strong salesperson and relationship manager who is comfortable meeting with clients, identifying needs, explaining solutions clearly, following up…
Added 24 mins ago
RG
Architectural Specifications Manager - Central Canada
ROCKWOOL Group
Toronto, ON
- $115,000 to $130,000 CAD / year
- Full-time
ROCKWOOL is seeking an Architectural Specifications Manager – Central Canada to join our Architectural Sales Team. The ideal candidate will be based in the Greater Toronto Area (GTA), with…
Added 25 mins ago
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Manager - Sales - Communications & Security Solutions
Wesco
Calgary, AB
- Full-time
Coordinates order service by directing account representatives and executives on quotations, proposals, project order management techniques, and customer complaint resolution.
Added 25 mins ago
JO
Regional Sales Manager- Refuse Equipment
Jetstream of Houston
Innisfil, ON
- Full-time
The Regional Sales Manager drives sales growth and market share by selling the full refuse equipment product line within an assigned territory. This role manages the complete sales cycle,…
Added 25 mins ago
AG
Directeur Associé, Planification Média
Adelphi Group
Montreal, QC
- Full-time
Your leadership and passion for team management are well established, and now you’re ready to shift into high gear?
Added 25 mins ago
LC
Grocery Assistant Department Manager Full Time Day
Loblaw Companies Limited
Canada
- Full-time
…will be employees of the franchisee. No employment or similar relationship will be created between the applicant and Loblaws Inc. or its…
Added 25 mins ago
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Director, Professional Consulting Services
Visa
Toronto, ON
- Full-time
Potential engagements could include market expansion, revenue uplift, segmentation, portfolio management diagnostics, authorization optimization strategies, assessments of digital product…
Added 25 mins ago
AE
Dir-Assistant, Strategic Planning
American Express
Toronto, ON
- Full-time
Reporting to Brett Mooney, CEO & Country Manager, American Express Canada, the Director sits on the International Card Services (ICS) Canada Leadership Team and leads a Manager Assistant…
Added 40 mins ago
O
Account Manager, Major Accounts - New York Market
Ookami
Montreal, QC
- Full-time
We’re looking for a relationship-driven Account Manager based in Montréal to help manage and grow our major accounts in New York. You’ll work directly with company leadership, sharing…
Added 40 mins ago
AM
Pre-Planning Director
Arbor Memorial Inc.
Victoria, BC
- $50,000 to $130,000 CAD / year
- Full-time
Reporting to the Branch Manager, you will be responsible for promoting and providing funeral and cemetery pre-planning by contacting and meeting clients to pre-arrange their funerals and…
Added 40 mins ago
AC
Stakeholder Engagement Specialist
Alberta Construction Safety Association
AB · Edmonton, AB
- $86,000 CAD / year
- Full-time
Specialist role providing advanced expertise in stakeholder engagement, consultation, facilitation, communications and relationship management. Works independently and collaboratively…
Added 40 mins ago
IP
Account Manager - Sales
Integrated Power Services
Burlington, ON
- Full-time
In-depth understanding of industries and customer needs in Alberta and BC, with a focus on regional market dynamics and relationship management.
Added 41 mins ago
TH
Associé(e) comptoir des entrepreneurs (temps partiel)
The Home Depot
Canada
- Part-time
Follows-up with customers to ensure customer satisfaction and pursues future business. Partners with Store Management to resolve outstanding issues.
Added 41 mins ago
MC
Member Services Representative - Part Time (Ridley)
Meridian Credit Union
St. Catharines, ON
- $45,000 to $49,000 CAD / year
- Part-time
Develop goals with Manager that are clearly defined, measurable and achievable, and align them to business unit and strategic priorities for Meridian
Added 41 mins ago
GT
Analyst, Terminal Services and Standards (Term Opportunity - One Year)
Greater Toronto Airports Authority
Toronto, ON
- Full-time
Reporting to the Manager, Terminal Services and Standards, this position is responsible for but not limited to the new development and delivery of SOPs, guidance to the TOs and various…
Added 41 mins ago
SB
Field Marketing Coordinator Intern - Peterborough
Stanley Black & Decker, Inc.
Peterborough, ON · ON
- Full-time
…Peterborough region and reporting directly to the Field Marketing Manager. The FMC Intern is a dedicated service support representative with responsibility for big box retail stores, such…
Added 41 mins ago
SB
Field Marketing Coordinator Intern - Barrie
Stanley Black & Decker, Inc.
Barrie, ON · ON
- Full-time
…in the Barrie region and reporting directly to the Territory Manager, Residential Sales. The FMC Intern is a dedicated service support representative with responsibility for big box retail…
Added 41 mins ago
R
Senior Relationship Manager Agriculture, Commercial Financial Services
RBC
Morden, MB
- Full-time
…you apart from the crowd. This role is all about professional relationship management and delivering top-tier financial advice in an end-to-end industry, whose specialized approach aligns…
Added 41 mins ago
R
Branch Manager, Yonge & Cranbrooke Branch
RBC
Toronto, ON
- Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 55 mins ago
MM
Manager, District Sales - DSM
Mitsubishi Motor Sales of Canada, Inc.
ON · Ontario, Canada
- $90,000 to $105,000 CAD / year
- Full-time
The District Sales Manager will act in a business consultant capacity to assist MMSCAN dealers to sell Mitsubishi vehicles, parts and accessories, while providing their customers with a…
Added 55 mins ago
LA
Legal Aid Worker
Legal Aid Ontario
Toronto, ON
- Contract
Perform client and certificate file management activities, including providing information to clients relating to legal aid status and court proceedings.
Added 55 mins ago
CW
Territory Sales Manager - Southern Alberta
Collective Waste Solutions
Lethbridge, AB
- Full-time
We're looking for a motivated, outgoing, and results-driven Territory Sales Manager to help expand our business throughout Southern Alberta.

Optimize Financial Group

Licensed Life Insurance Representative

Toronto, ON, Canada

Full-time

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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 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.

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More about this job

Responsibilities

Manage insurance opportunities from initial client consultation through application, underwriting, policy issuance, delivery, and follow-up. Assess client needs, recommend suitable coverage, prepare and coordinate applications, maintain accurate records, and work with insurers and internal teams to provide a responsive client experience.

Requirements

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

Skills

Life Insurance
Accident And Sickness Insurance
Client Consultation
Sales
Relationship Management
Needs Assessment
Insurance Recommendations
Application Preparation
Underwriting Coordination
Client Follow-Up
Stakeholder Coordination
Documentation Management
CRM Systems
Written Communication
Verbal Communication
Organization

Visa sponsorship

Not detected in the job text

Keywords

Life Insurance
Accident And Sickness Insurance
Life And Accident & Sickness Insurance Agent Licence
Financial Services
Financial Planning
Wealth Management
Mortgage Lending
Insurance Applications
Underwriting
Policy Issuance
Client Consultations
Needs Assessment
Insurance Coverage
Sales
CRM
Online Application Tools
Insurer Portals
Client Documentation
Pipeline Management
Stakeholder Coordination
Portfolio Management
Tax Preparation
Debt Management
Estate Planning
Mortgage Professionals

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