Business Development Representative

Optimize Financial Group; Toronto; On-site; CAD 60,000 - 90,000; Full time

Job summary

Optimize Financial Group is seeking a driven wholesaler to join our Business Development team, focusing on high-volume outbound calls to financial advisors across Canada and building relationships to introduce our Advisor Platform.

You will engage new and existing leads, host virtual presentations, and maintain momentum through strong follow-ups. The role rewards resilience, organization, and a hustle mindset in a fast-paced environment.

Qualifications

• 2+ years of experience in sales, phone-based outreach, or financial services wholesaling.

Responsibilities

• Make a high volume of outbound calls to prospective financial advisors across Canada.
• Engage with new and existing leads to pitch our Advisor Platform and generate qualified interest.
• Follow up with warm leads to maintain momentum and move them through the pipeline.
• Capture prospect information and interactions in our CRM to drive consistent follow-ups.
• Collaborate with the business development team to refine messaging and improve conversion rates.
• Help shape and scale growth strategies with frontline insights.

Skills

Cold calling

CRM tools

Phone-based outreach

Sales experience

Education

Canadian Securities Course (CSC)

Tools

CRM software

Job description

We’re hiring a driven wholesaler to join our Business Development team, with a focus on cold calling and outbound prospecting. This role is all about picking up the phone, building relationships with financial advisors, and introducing them to Optimize’s cutting‑edge Advisor Platform. You’ll play a key role in expanding our national network of Advisors by making high‑volume outreach calls, booking meetings, and nurturing relationships with prospects. If you're someone who thrives in a fast-paced environment, isn't afraid of rejection, and loves the challenge of opening doors—this job is for you. We want people who are hungry to succeed, eager to grow, and ready to hustle.

Key Responsibilities

• Making a high volume of outbound calls to prospective financial advisors across Canada
• Engaging with new and existing leads to build rapport, pitch our platform, and generate qualified interest
• Following up with warm leads to maintain momentum and move them through the pipeline
• Accurately capturing prospect information and interactions in our CRM to drive consistent follow-ups
• Collaborating with the business development team to refine messaging, improve conversion rates, and exceed team targets
• Helping shape and scale growth strategies with your insights from the front lines

Must‑Have

• 2+ years of experience in sales, phone‑based outreach, or financial services wholesaling
• Proven ability to cold call effectively and confidently engage prospects over the phone
• Track record of meeting or exceeding outbound activity and conversion targets
• Comfortable hosting virtual presentations and closing business
• Strong attention to detail and follow‑through
• Experience using CRM tools
• Resilient, organized, and highly self‑motivated

Nice‑to‑have

• Completion of the Canadian Securities Course (CSC)

What’s in it for you?

• A competitive salary and variable compensation component
• Work in a rapidly growing, dynamic, and high‑performing company within the downtown financial district

Use of Artificial Intelligence in Recruitment

• As part of our recruitment and selection process, we may use technology‑enabled tools, including artificial intelligence (AI), to assist with certain aspects of candidate screening, assessment, scheduling, and application review. All hiring decisions are ultimately made by qualified individuals and are based on job‑related criteria, qualifications, and business requirements.