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