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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 6 mins ago
UO
Early Childhood Educator
University of Victoria
Victoria, BC
- Full-time
…program under the supervision of the ECE Supervisor or Program Manager and follows UVic Child Care pedagogy, ethos and policies; the BC Early Learning Framework; the ECEBC Code of Ethics;…
Added 6 mins ago
SS
Transitional Care Supervisor (Social Worker) - 18 Months Term
SPRINT Senior Care
ON · York, ON
- Full-time
Support and assist the Client Services Manager in overseeing effective day-to-day operation of the program, including supervising staff and volunteers, and ensuring clients’ well-being,…
Added 6 mins ago
J
Database Administrator - Senior
Joblinxsapp
Toronto, ON
- Full-time
WebLogic and Oracle Enterprise Manager (OEM).
Added 6 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 6 mins ago
IP
Account Manager - Sales
Integrated Power Services
Burlington, ON
- Full-time
…people and moments that matter most, welcome to Integrated Power Services! We believe your value extends far beyond your job title because the best work comes from people who feel…
Added 6 mins ago
DC
Technical Specialist, Project Management
Defence Construction Canada
Saint-Jean-sur-Richelieu, QC · St-Jean-Sur-Richelieu, QC
- Full-time
The Technical Specialist, Project Management, provides project management services to support the delivery of routine to moderately complex infrastructure and environmental projects. The…
Added 6 mins ago
D
Manager, Secure Digital Builders, Cyber
Deloitte
Moncton, NB
- Full-time
…as the largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all…
Added 6 mins ago
C
Gestionnaire principal(e) de portefeuille numérique et de transformation des affaires/Senior Digital Portfolio/Business Transformation Manager
Capgemini
Montreal, QC
- Full-time
Added 6 mins ago
D
Manager, Secure Digital Builders, Cyber
Deloitte
Halifax, NS
- Full-time
…as the largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all…
Added 6 mins ago
D
Manager, Secure Digital Builders, Cyber
Deloitte
Fredericton, NB
- Full-time
…as the largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all…
Added 6 mins ago
D
Manager, Secure Digital Builders, Cyber
Deloitte
Saint John, NB
- Full-time
…as the largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all…
Added 6 mins ago
D
Manager, Secure Digital Builders, Cyber
Deloitte
Victoria, BC
- Full-time
…as the largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all…
Added 6 mins ago
D
Manager, Secure Digital Builders, Cyber
Deloitte
Burlington, ON
- Full-time
…as the largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all…
Added 6 mins ago
D
Manager, Secure Digital Builders, Cyber
Deloitte
Kitchener, ON
- Full-time
…as the largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all…
Added 6 mins ago
D
Manager, Secure Digital Builders, Cyber
Deloitte
Ottawa, ON
- Full-time
…as the largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all…
Added 6 mins ago
D
Manager, Secure Digital Builders, Cyber
Deloitte
Regina, SK
- Full-time
…as the largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all…
Added 6 mins ago
D
Manager, Secure Digital Builders, Cyber
Deloitte
Vancouver, BC
- Full-time
…as the largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all…
Added 6 mins ago
D
Manager, Secure Digital Builders, Cyber
Deloitte
Toronto, ON
- Full-time
…as the largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all…
Added 6 mins ago
D
Manager, Secure Digital Builders, Cyber
Deloitte
Winnipeg, MB
- Full-time
…as the largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all…
Added 6 mins ago
D
Manager, Secure Digital Builders, Cyber
Deloitte
Saskatoon, SK
- Full-time
…as the largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all…
Added 6 mins ago
I
Technical Sales Manager - AI Software & Services
Intersog
Canada
- Full-time
We are looking for a Technical Sales Manager to drive sales of our AI-powered products and software services.
Added 6 mins ago
SI
Gestionnaire de projet - Préparation opérationnelle (ORP) / Operational Readiness Project Manager
Systemex Industries Conseils
Montreal, QC
- Full-time
…expertises complémentaires en automatisation industrielle et en services-conseils industriels. Nous accompagnons nos clients dans leur croissance en améliorant leur satisfaction, leur…
Added 6 mins ago
D
Manager, Secure Digital Builders, Cyber
Deloitte
AB · Edmonton, AB
- Full-time
…as the largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all…
Added 6 mins ago
D
Manager, Secure Digital Builders, Cyber
Deloitte
Calgary, AB
- Full-time
…as the largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all…
Added 6 mins ago
D
Manager, Secure Digital Builders, Cyber
Deloitte
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
…as the largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all…

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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