Lead strategic recruitment efforts with Optimize Financial Group as a Corporate Development Representative in Toronto, ON. Focus on building partnerships with top-tier financial advisors across North America. In this pivotal role, you will engage high-producing financial advisors and practice owners to streamline their transition through a consultative acquisition process.

You will guide discussions around partnership proposals and address operational friction in advisory practices, ensuring a seamless experience for clients. As a peer to seasoned professionals, your approach will be grounded in understanding, not sales pressure. Key Responsibilities:

- Drive strategic outreach to high-producing financial advisors
- Execute consultative acquisition funnel with 4-meeting structure




- Address operational friction in client transitions
- Structure competitive deals with corporate leadership
- Maintain recruitment pipeline momentum and accurate CRM tracking Requirements:
- 3-7+ years in financial services or practice management
- Solid knowledge of wealth management models
- Robust communication style and relationship building
- Proven closing ability through complex decisions
- Bachelor's degree in a related field required Bring your expertise in financial services to Optimize Financial Group to enhance client advisory capabilities.

📌 Corporate Development Representative in Toronto (Calgary)
🏢 Optimize Financial Group
📍 Calgary