Wealth Advisor: Grow Your Client Book with Warm Leads (Toronto)

Wealth Advisor: Grow Your Client Book with Warm Leads (Toronto)

25 Oct
|
Optimize Financial Group
|
Toronto

25 Oct

Optimize Financial Group

Toronto

Optimize Financial Group in Toronto, ON is seeking an accomplished wealth advisor to run introductory meetings, convert prospects into long-term clients, and own a growing advisory book.

You will leverage a proven playbook, CRM, and collaboration with marketing and training support to meet ambitious targets. CIM designation is preferred, and bilingual French is a plus. This is a full-time, on-site role with transparent career progression.

📌 Wealth Advisor: Grow Your Client Book with Warm Leads (Toronto)
🏢 Optimize Financial Group
📍 Toronto

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