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Optimize Financial Group

Investment Advisor

Toronto, ON, Canada

Full-time

Within 25 km of Vaughan · About 22.9 km from the city centre

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Job details

Job type: Full-time
Apply by: Dec 9, 2026
Posted: Nov 9, 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 Role

You'll run introductory and complimentary financial-planning meetings with prospects from our lead pipeline and turn them into long-term client relationships. We give you a proven playbook: meeting frameworks, presentation materials, and answers to common client questions. It's been refined over thousands of conversations. You bring the judgement, presence and closing instincts that make it work.

What You'll Do

Meet with qualified, pre-booked prospects and guide them from first meeting to onboarding
Handle questions and objections with confidence and credibility
Own your pipeline and follow-up, keeping our CRM current
Build a book of business you're proud of

What You Bring

A track record of converting opportunities in wealth management, financial planning, banking, insurance or another consultative sales role
Strong understanding of personal finance, investments, wealth management, retirement planning, tax-efficient investing, insurance, or related financial-planning concepts.
Comfort with clear targets and the drive to beat them
CIM designation strongly preferred; French is an asset

Why Optimize

A full calendar of warm, qualified meetings, with no cold calling
A proven process and full marketing, tech and training support behind you
A growing firm where results are recognized and rewarded
Room to build a real long-term advisory career

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More about this job

Responsibilities

Meet with qualified, pre-booked prospects to present financial-planning solutions, address questions and objections, and convert prospects into long-term clients. Manage follow-up and CRM records, guide clients through onboarding, and build a book of business.

Requirements

Candidates should have a record of converting opportunities in wealth management, financial planning, banking, insurance, or another consultative sales role, along with a strong understanding of personal finance and related planning concepts. Comfort with sales targets is expected; a CIM designation is strongly preferred, and French is an asset.

Skills

Wealth Management
Financial Planning
Consultative Sales
Investment Knowledge
Retirement Planning
Tax-Efficient Investing
Insurance
Objection Handling
Sales Conversion
Pipeline Management
CRM Management
Client Onboarding
Portfolio Management
Communication
Target Achievement

Visa sponsorship

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Keywords

Wealth Management
Financial Planning
Portfolio Management
Tax Preparation
Debt Management
Estate Planning
Personal Finance
Investments
Retirement Planning
Tax-Efficient Investing
Insurance
Consultative Sales
Client Relationships
Prospect Meetings
Sales Conversion
Objection Handling
Pipeline Management
CRM
Client Onboarding
Book Of Business
CIM Designation
Financial Services

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