Outbound BDR – Financial Advisor Growth Specialist

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

Benefits offered by this job

Competitive base salary

Variable compensation component

Downtown Toronto location

Job summary

Optimize Financial Group is seeking a driven sales professional to join our Business Development team in Toronto. The role focuses on high-volume outbound calls to financial advisors across Canada, pitching our Advisor Platform and building a national network of relationships.

You will nurture leads, host virtual presentations, and close opportunities while reporting in our CRM. The ideal candidate has 2+ years in sales or financial services wholesaling, strong discipline, and a proven track

Qualifications

• 2+ years of sales, phone-based outreach, or financial services wholesaling experience.
• Proven ability to cold call effectively and 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

• Make a high volume of outbound calls to prospective financial advisors across Canada.
• Engage leads to pitch the Advisor Platform and generate qualified interest.
• Follow up with warm leads to maintain momentum and move them through the pipeline.
• Accurately capturing prospect information and interactions in the CRM.

Skills

Cold calling

Sales outreach

CRM usage

Prospecting

Communication

Time management

Self-motivated

Education

Canadian Securities Course (CSC)

Tools

CRM software

Job description

Optimize Financial Group is seeking a driven sales professional to join our Business Development team in Toronto. The role focuses on high-volume outbound calls to financial advisors across Canada, pitching our Advisor Platform and building a national network of relationships.

You will nurture leads, host virtual presentations, and close opportunities while reporting in our CRM. The ideal candidate has 2+ years in sales or financial services wholesaling, strong discipline, and a proven track