At a Glance
- Tasks: Meet with clients to provide personalized financial planning and build lasting relationships.
- Company: Premier wealth management firm in Toronto, focused on client success.
- Benefits: Warm leads, proven processes, full support, and career growth opportunities.
- Other info: No cold calling; enjoy a supportive environment with recognized results.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Experience in wealth management or consultative sales; CIM designation preferred.
The predicted salary is between 72000 - 88000 $ per year.
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
- #J-18808-Ljbffr
Investment Advisor in Toronto employer: Optimize Financial Group
Join a leading financial services firm in the heart of Toronto, where we prioritise client-first solutions and foster a collaborative work culture. Our commitment to employee growth is evident through ongoing training and mentorship opportunities, ensuring you can advance your career while making a meaningful impact on clients' financial futures. Enjoy competitive benefits, a supportive environment, and the chance to thrive in a vibrant city known for its diverse community and professional networking.
