30 Oct
|
Optimize Financial Group
|
Toronto
30 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, in office role with transparent career progression.
📌 Personal Banker Toronto
🏢 Optimize Financial Group
📍 Toronto