Job DescriptionWe're hiring a driven wholesaler to join our Business Development team, with a focus on cold calling and outbound prospecting. This role is all about picking up the phone, building relationships with financial advisors, and introducing them to Optimize's cutting-edge Advisor Platform. You'll play a key role in expanding our national network of Advisors by making high-volume outreach calls, booking meetings, and nurturing relationships with prospects. If you're someone who thrives in a rapid-paced environment, isn't afraid of rejection, and loves the challenge of opening doors—this job is for you. We want people who are hungry to succeed, eager to grow, and ready to hustle.Key ResponsibilitiesMaking a high volume of outbound calls to prospective financial advisors across CanadaEngaging with new and existing leads to build rapport, pitch our platform, and generate qualified interestFollowing up with warm leads to maintain momentum and move them through the pipelineAccurately capturing prospect information and interactions in our CRM to drive consistent follow-upsCollaborating with the business development team to refine messaging, improve conversion rates,



and exceed team targetsHelping shape and scale growth strategies with your insights from the front linesMust-Have2+ years of experience in sales, phone-based outreach, or financial services wholesalingProven ability to cold call effectively and confidently engage prospects over the phoneTrack record of meeting or exceeding outbound activity and conversion targetsComfortable hosting virtual presentations and closing businessStrong attention to detail and follow-throughExperience using CRM toolsResilient, organized, and highly self-motivatedNice-to-haveCompletion of the Canadian Securities Course (CSC)Relevant work experienceWhat's in it for you?A competitive salary and variable compensation componentWork in a rapidly growing, dynamic, and high-performing company within the downtown financial districtUse of Artificial Intelligence in RecruitmentAs part of our recruitment and selection process, we may use technology-enabled tools, including artificial intelligence (AI), to assist with certain aspects of candidate screening, assessment, scheduling, and application review. All hiring decisions are ultimately made by qualified individuals and are based on job-related criteria, qualifications, and business requirements.

📌 Business Development Representative (Toronto)
🏢 House of McGrath
📍 Toronto