Corporate Sales Development Representative (Calgary)

Corporate Sales Development Representative (Calgary)

23 Oct
|
Optimize Financial Group
|
Calgary

23 Oct

Optimize Financial Group

Calgary

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. 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. Drive strategic outreach to high-producing financial advisors

- Structure competitive deals with corporate leadership
- Maintain recruitment pipeline momentum and accurate CRM tracking Solid knowledge of wealth management models
- Solid communication style and relationship building
- Bachelor's degree in a related field required

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

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