Investment Advisor
On-site · Toronto
Meet with qualified, pre-booked prospects, guide them through financial-planning discussions, and convert them into long-term clients. Manage follow-up and the CRM pipeline while building a book of business.
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Optimize Financial Group
Verified Job SourceFor Those Who Want More.
Toronto, Ontario
Financial Services
201–500 people
About
At Optimize, we believe in creating wealth with intention. We offer a full suite of family office services, including financial planning, wills and estate planning, tax strategies, mortgages, loans, and insurance solutions, all designed to support every part of your financial life. What sets our investment approach apart is its institutional strength. We focus on solid public companies with strong fundamentals, apply dynamic asset allocation that adapts to market shifts, and incorporate pension-style strategies that protect against downside risk while building lasting wealth. Our holistic approach balances both protection and growth to give you the clarity and confidence to shape your financial future.
Open positions
Investment Advisor
On-site · Toronto
Meet with qualified, pre-booked prospects to present financial-planning solutions, address questions and objections, and convert prospects into long-term clients. Manage the sales pipeline and follow-up, maintain accurate CRM records, and build a book of business.