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Vice President, Commercial FX Sales / Vice-président -Ventes de produits de change commerciaux
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Product Operations Specialist (Editorial)
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University Health Network
Mississauga, ON
- Full-time
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- Full-time
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Team Lead (Part time) - Square One
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Mississauga, ON
- Part-time
Support store performance by contributing to the achievement of sales goals and ensuring alignment with company objectives and key performance indicators (KPIs).
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- Full-time
…participation in the Local Authorities Pension Plan (LAPP). We actively support professional development opportunities and foster an engaging work…
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Senior Bridge and Civil Structures Engineer – Road and Railway
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Co-op Student, Data and Analytics - BC Cancer - Vancouver
Provincial Health Services Authority
Vancouver, BC
- Part-time
Develops and maintains operational related documentation, data dictionaries and processes to support Screening Program reports delivery.
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PS
Live Event Supervisor
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- $24 CAD / hour
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Professional development and continuous training through Paladin's Learning Management System.
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NH
Workforce & Small Business Coordinator
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Fraser Lake, BC
- Full-time
…opportunities, understand the skills and interests of members, support members in overcoming employment and business-development barriers, and help connect them with practical…
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PF
Agricultural Sales Consultant
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AB · Alberta, Canada
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JW
International Regulatory Affairs Associate
Jamieson Wellness Inc.
Windsor, ON
- $45,700 to $68,500 CAD / year
- Contract
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Added 15 mins ago
AR
Credit Analyst
Accu-staff Resource Systems Enterprises LTD
Windsor, ON
- $65,000 to $80,000 CAD / year
- Full-time
…industry talent and to help people achieve their personal and professional goals. We show excellence through results, lead with integrity and accountability, and exemplify competitive…
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OI
Sr. Accounting Manager
Ottit Inc.
Windsor, ON
- Full-time
…bureaucracy. Internally, we operate the same way: clarity over noise, systems over chaos, and accountability over…
Added 15 mins ago
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Practice Management Specialist
Optimize Financial Group
Toronto, ON
- Full-time
Deliver live systems training and screen-sharing support on Optimize’s CRM, advisor portal, and related tools.
Added 15 mins ago
TT
Assistant Designer, Communications (13965)
Toronto Transit Commission (TTC)
Toronto, ON · Greater Toronto Area, Canada
- $87,596.6 to $109,509.4 CAD / year
- Full-time
Reporting to the Senior Analyst – OT Cybersecurity, you will provide technical support in the preparation, analysis, monitoring and co-ordination of new projects or modifications to…
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NS
Director – Data, Analytics & AI (BFSI)
N2P Systems
Toronto, ON
- Full-time
Support leadership development, talent acquisition, succession planning, and capability building.
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Engineering Manager- Die Casting
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Vaughan, ON
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What You Bring - Must Have:
Added 15 mins ago
S
Head of Data Systems (Google Stack)
Stacktics
Toronto, ON
- Full-time
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SE
Inside Sales Representative
Sager Electronics
Woodbridge, ON
- $50,000 to $97,000 CAD / year
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Partner with supplier representatives and customer purchasing contacts to support ongoing sales initiatives.
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PL
Data Entry/Call Taker Representative
Premium Line Transport
Brampton, ON
- Full-time
Vortex Freight Systems (www.vortexfreight.com) is a third party logistics (3PL) company that focuses on delivering customized supply chain solutions for organizations with operations in…
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C
Municipal Project Manager
CIMA+
Ottawa, ON
- $110,480 to $151,190 CAD / year
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…spectrum of water and wastewater assets, on time and on budget. We support clients from start to finish, whether for building brand new or assessing, repairing, and expanding on existing…

Optimize Financial Group

Practice Management Specialist

Toronto, ON, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Dec 13, 2026
Experience: Minimum of 3 years of experience in a client-facing role such as training, support, sales, account management, or advisory services.
Posting language: English
Posted: Nov 13, 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 opportunity

We are seeking a Practice Management Specialist to join our team at our Toronto office. In this role, you will lead one-on-one and small group meetings with financial advisors, guiding them through a structured agenda that combines practice management coaching with systems and technology training. You will help advisors better understand and leverage our CRM, advisor portal, and related tools while ensuring meetings remain focused, productive, and aligned with business objectives. This is a full-time, on-site role, Monday to Friday, 8:30 a.m. to 5:30 p.m.

Key responsibilities

Lead one-on-one and small group meetings with advisors using a structured script and meeting agenda.
Guide advisors through practice management topics such as open service items, prospect outreach, client touch points, and workflow discipline.
Deliver live systems training and screen-sharing support on Optimize’s CRM, advisor portal, and related tools.
Respond to common questions, manage objections, and keep conversations on track while maintaining a professional and constructive tone.
Reinforce clear next steps and follow-up actions after each meeting.
Collaborate with internal teams to help ensure a consistent and high-quality advisor experience.

Qualifications

Minimum of 3 years of experience in a client-facing role such as training, support, sales, account management, or advisory services.
Strong communication, presentation, and interpersonal skills with the ability to follow a script and lead structured conversations confidently.
Tech-savvy, with the ability to navigate software confidently and provide effective screen-sharing support.
Strong organizational skills and the ability to follow a structured process while adapting in real time.
Polished, personable, and dependable, with strong judgment and follow-through.
Experience in the financial services sector, advisor support, advisor Associate or practice management strongly preferred.

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More about this job

Responsibilities

Lead structured one-on-one and small-group meetings with financial advisors, covering practice management topics and training on the CRM, advisor portal, and related tools. Address questions and objections, keep meetings productive, establish follow-up actions, and collaborate with internal teams to support a consistent advisor experience.

Requirements

Requires at least three years of experience in a client-facing role, strong communication and presentation skills, confidence leading structured conversations, and the ability to provide software and screen-sharing support. Candidates should be organized, adaptable, dependable, and professional; financial services, advisor support, or practice management experience is strongly preferred.

Skills

Communication
Presentation
Interpersonal Skills
Practice Management
Software Training
Screen-Sharing Support
CRM Navigation
Advisor Support
Meeting Facilitation
Objection Handling
Organization
Workflow Management
Follow-Through

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Wealth Management
Practice Management
Financial Advisors
Advisor Support
CRM
Advisor Portal
Systems Training
Screen-Sharing Support
Client-Facing Experience
Financial Planning
Portfolio Management
Tax Preparation
Debt Management
Estate Planning
Prospect Outreach
Client Touch Points
Workflow Discipline
Meeting Facilitation
Objection Handling
Follow-Up Actions

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Jobs in Canada