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 prospects in wealth management, financial planning, banking, insurance or another consultative sales role
Robust understanding of personal finance, investments, wealth management, retirement planning, tax-effective 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
📌 Investment Advisor Toronto
🏢 Optimize Financial Group
📍 Toronto
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