Financial Advisor Outreach & Growth Specialist

Optimize Financial Group; Toronto; On-site; CAD 55,000 - 85,000; Full time

Job summary

Optimize Financial Group is seeking a driven wholesaler to join our Business Development team in Toronto. The role focuses on high-volume outbound calls to Canada-wide financial advisors, building relationships, and introducing our Advisor Platform. You’ll book meetings, nurture prospects, and help scale growth in a fast-paced environment.

Ideal candidates have 2+ years in sales or financial services, strong cold-calling skills, and experience with CRM tools. CSC is a nice-to-have.

Qualifications

• 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.

Responsibilities

• Making a high volume of outbound calls to prospective financial advisors across Canada.
• Engaging with new and existing leads to 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 follow-ups.
• Collaborating with the business development team to refine messaging and exceed targets.
• Helping shape and scale growth strategies with insights from the front lines.

Skills

Cold calling

Outbound outreach

Relationship building

Virtual presentations

Sales

Prospecting

Communication

Education

CSC (Canadian Securities Course)

Tools

CRM tools

Job description

Optimize Financial Group is seeking a driven wholesaler to join our Business Development team in Toronto. The role focuses on high-volume outbound calls to Canada-wide financial advisors, building relationships, and introducing our Advisor Platform. You’ll book meetings, nurture prospects, and help scale growth in a fast-paced environment.

Ideal candidates have 2+ years in sales or financial services, strong cold-calling skills, and experience with CRM tools. CSC is a nice-to-have.