Sales Development Rep – Financial Advisor Outreach

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

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.