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.
📌 Personal Banker (Canada)
🏢 Optimize Financial Group
📍 Canada
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