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Added 1 day ago
H
IT Project Manager
HrBrain
Featured · Posted directly by employer
Waterloo, ON
- $70 CAD / hour
- Contract
Financial-services or another highly regulated industry experience is particularly relevant to the role.
Added 9 mins ago
VC
Nurse Case Manager - Registered Nurse (RN) / Registered Psychiatric Nurse (RPN)
Vancouver Coastal Health
Richmond, BC
- $41.42 to $55.91 CAD / hour
- Part-time
Come work as a Nurse Case Manager with Vancouver Coastal Health (VCH) in the Richmond Community! Apply now to join the team!
Added 9 mins ago
HR
Registered Nurse, Medical Imaging
Humber River Health
Toronto, ON · Greater Toronto, ON
- Other
…outcomes. Its digital ecosystem includes automated laboratory services, medication management robotics, electronic health records, a Command Centre, computerized physician order entry,…
Added 9 mins ago
AF
Financial Service Representative - LendDirect Office 1586
Attain Finance
Calgary, AB
- Full-time
…empowered us to develop convenient, easily accessible financial services that meet our customers' growing…
Added 24 mins ago
LC
Merchandiser, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Toronto, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 24 mins ago
FH
Licensed Practical Nurse, Full Scope, Ridge Meadows Hospital
Fraser Health Authority
Pitt Meadows, BC
- $32.84 to $44.96 CAD / hour
- Part-time
Under the direction of the Manager, Clinical Operations or designate and in collaboration as a member of a multidisciplinary team; performs assessments, plans, implements and evaluates…
Added 24 mins ago
T
Manager, Advice Center Performance Strategy
TD
Toronto, ON
- Full-time
Work effectively as a team, supporting other members of the team in achieving business objectives and providing client services
Added 24 mins ago
TB
Senior Accountant - Treasury
The Beer Store
Bolton, ON
- Full-time
We are currently searching for a Senior Accountant - Treasury, reporting to the Senior Manager, Treasury, Pension, Tax & Shared Services. This vacancy is a full-time, permanent opportunity.…
Added 24 mins ago
FH
Licensed Practical Nurse, Full Scope, Ridge Meadows Hospital
Fraser Health Authority
Pitt Meadows, BC
- $32.84 to $44.96 CAD / hour
- Part-time
Under the direction of the Manager, Clinical Operations or designate and in collaboration as a member of a multidisciplinary team; performs assessments, plans, implements and evaluates…
Added 24 mins ago
FH
Licensed Practical Nurse, Full Scope, Ridge Meadows Hospital
Fraser Health Authority
Pitt Meadows, BC
- $32.84 to $44.96 CAD / hour
- Part-time
…medical, surgical, and cardiac programs, as well as 24/7 emergency services with over 53,000 visits…
Added 24 mins ago
T
Manager, Advice Center Coaching Design & Leader Enablement
TD
Toronto, ON
- Full-time
Work effectively as a team, supporting other members of the team in achieving business objectives and providing client services
Added 24 mins ago
AI
Manager, Marketing - AGF Capital Partners
AGF Investments
Toronto, ON
- Full-time
Reporting to the Director, Marketing for AGF Capital Partners, the Manager, Marketing will lead marketing and investor communications for our affiliate businesses.
Added 24 mins ago
DÉ
Inside Salesperson | Vendeur interne (Entrepreneurs)-EN
Dubo Électrique
Quebec, QC
- Full-time
Connaissance des produits et services de notre marché;
Added 24 mins ago
C
SR Guidewire Analyst/Scrum master- Onsite
Cognizant
Toronto, ON
- Full-time
Cognizant (NASDAQ: CTSH) is a leading provider of information technology, consulting, and business process outsourcing services, dedicated to helping the world's leading companies build…
Added 24 mins ago
Restaurant Manager
Northland Properties
Cranbrook, BC
Employee and Family Assistance Program (counselling, wellness services, etc.)
Added 24 mins ago
FOH Management - Assistant General Manager
Northland Properties
Cranbrook, BC
Added 24 mins ago
JF
Restaurant Supervisor
Jollibee Foods Corporation North America
Edmonton, AB
- $17.55 CAD / hour
- Full-time
- Part-time
Prepare periodic status reports related to restaurant operations and/or technical services/support to Restaurant Manager and other reports that may be required by management.
Added 24 mins ago
T
Manager, Investments - Tangerine
Tangerine
Toronto, ON
- Full-time
The Manager of Tangerine Investments reports directly to the Director, Investment & Deposit Front Line Sales and will lead a team of Investment Fund Associates. The Manager is responsible…
Added 24 mins ago
C
Part-Time Manager - Rideau Centre
Claire's
Ottawa, ON
- $17 to $19 CAD / hour
- Part-time
Team Collaboration: Support your Store Manager by motivating the team, sharing sales tips, and creating a positive, high-energy vibe that customers (and coworkers) love.
Added 24 mins ago
C
Sales Associate
Claire's
Mississauga, ON
- $17 CAD / hour
- Part-time
Team Collaboration: Support your Store Manager by motivating the team, sharing sales tips, and creating a positive, high-energy vibe that customers (and coworkers) love.
Added 24 mins ago
T
Bilingual (Englis/French) Contact Center Rep II
TD
Markham, ON
- Full-time
Identify customer needs and determine solutions to customer problems, particularly as it relates to digital banking products and services
Added 24 mins ago
C
Part-Time Manager
Claire's
Markham, ON
- $17 to $18 CAD / hour
- Part-time
Team Collaboration: Support your Store Manager by motivating the team, sharing sales tips, and creating a positive, high-energy vibe that customers (and coworkers) love.
Added 24 mins ago
OP
Senior Financial Analyst
Ottawa Police Service
Ottawa, ON
- Full-time
Directorate: Financial Services Section: Financial Planning
Added 24 mins ago
C
Part-Time Manager
Claire's
Toronto, ON · Etobicoke, ON
- $18 CAD / hour
- Part-time
Team Collaboration: Support your Store Manager by motivating the team, sharing sales tips, and creating a positive, high-energy vibe that customers (and coworkers) love.
Added 24 mins ago
T
Partner Customer Success Manager (PCSM) - Accounting & Advisory Channel
TP
Toronto, ON
- Full-time
TP is a worldwide leader in client experience management, digital business services, and strategic contact center outsourcing. With more than 500,000 employees globally, TP combines…
Added 24 mins ago
W
Sr People & Culture Generalist
Wynford
Toronto, ON
- Full-time
This is a role that combines operational responsibility with meaningful advisory work. One day you might be helping a manager navigate a challenging employee situation, and the next you…

Optimize Financial Group

Licensed Life Insurance Representative

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

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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