Investment Advisor

Optimize Financial Group; Toronto; On-site; CAD 70,000 - 110,000; Full time

Job summary

Optimize Financial Group in Toronto is seeking a results-driven advisor to run introductory financial-planning meetings with prospects from our lead pipeline and convert them into long-term clients.

You will use a proven playbook, manage your pipeline in our CRM, and handle questions with confidence and credibility to move opportunities to onboarding. Build a book of business you're proud of by delivering tailored financial guidance.

Qualifications

• Proven ability to convert opportunities in wealth management or financial services.
• Strong understanding of personal finance and investments.
• Ability to meet clear targets and drive results.

Responsibilities

• Run introductory and complimentary financial-planning meetings with prospects.
• Handle questions and objections with confidence and credibility.
• Own your pipeline and keep CRM up-to-date.
• Build a book of business you’re proud of.

Skills

Sales skills

Wealth management knowledge

Financial planning understanding

Closing instincts

Education

CIM designation (preferred)

Job description

Optimize Financial Group is a premier wealth management firm based out of Toronto, ON, dedicated to achieving our clients' financial goals. We offer personalized financial solutions covering financial planning, portfolio management, tax preparation, debt management, and estate planning. Our holistic approach focuses on matching clients' financial and life goals with personalized strategies for success.

The Role

You'll run introductory and complimentary financial-planning meetings with prospects from our lead pipeline and turn them into long-term client relationships. We give you a proven playbook: meeting frameworks, presentation materials, and answers to common client questions. It's been refined over thousands of conversations. You bring the judgement, presence and closing instincts that make it work.

What You'll Do

• Meet with qualified, pre-booked prospects and guide them from first meeting to onboarding
• Handle questions and objections with confidence and credibility
• Own your pipeline and follow-up, keeping our CRM current
• Build a book of business you're proud of

What You Bring

• A track record of converting opportunities in wealth management, financial planning, banking, insurance or another consultative sales role
• Strong understanding of personal finance, investments, wealth management, retirement planning, tax-efficient investing, insurance, or related financial-planning concepts.
• Comfort with clear targets and the drive to beat them
• CIM designation strongly preferred; French is an asset

Why Optimize

• A full calendar of warm, qualified meetings, with no cold calling
• A proven process and full marketing, tech and training support behind you
• A growing firm where results are recognized and rewarded
• Room to build a real long-term advisory career