At a Glance
- Tasks: Run meetings, convert prospects into clients, and manage your own advisory book.
- Company: Optimize Financial Group, a leading firm in Toronto with a supportive culture.
- Benefits: Full-time role with career progression, training support, and marketing collaboration.
- Other info: Exciting opportunity for ambitious individuals looking to thrive in finance.
- Why this job: Join a dynamic team and grow your client base with warm leads.
- Qualifications: CIM designation preferred; bilingual French is a bonus.
The predicted salary is between 64800 - 79200 $ per year.
Optimize Financial Group in Toronto, ON is seeking an accomplished wealth advisor to run introductory meetings, convert prospects into long-term clients, and own a growing advisory book.
You will leverage a proven playbook, CRM, and collaboration with marketing and training support to meet ambitious targets.
CIM designation is preferred, and bilingual French is a plus.
This is a full-time, on-site role with clear career progression.
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Wealth 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.
