For Those Who Want More.
Toronto, Ontario
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.
On-site · Toronto
Manage mortgage opportunities from initial client consultation through application, lender approval, funding, and post-closing follow-up. Coordinate with clients, lenders, internal advisors, and other partners while maintaining accurate records and meeting compliance requirements.
On-site · Toronto
Manage insurance opportunities for existing clients from consultation through application, underwriting, policy issuance, delivery, and follow-up. Assess client needs, explain and recommend suitable coverage, coordinate with insurers and internal teams, and maintain accurate records in CRM and insurance systems.
On-site · Toronto
Conduct client conversations to understand financial goals and recommend tailored investment solutions aligned with clients’ objectives, risk profiles, and broader financial circumstances. Build long-term client relationships and collaborate with internal teams to deliver coordinated wealth management services and support the firm’s growth.
On-site · Toronto
Make high-volume outbound calls to financial advisors across Canada, introduce Optimize’s Advisor Platform, and generate qualified interest by building relationships and following up with leads. Record prospect interactions in the CRM, book meetings, collaborate on improving sales messaging and conversion rates, and contribute insights to growth strategies.
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.
Remote · Canada
Conduct client conversations to understand financial goals and recommend tailored investment solutions aligned with clients’ objectives, risk profiles, and broader financial circumstances. Build long-term client relationships, coordinate with internal teams, and support the firm’s growth through professional, high-quality service.
On-site · Toronto
Recruit financial advisors and acquire advisory practices across North America, guiding candidates through a structured, multi-meeting process from discovery to execution. Assess practices and financial models, develop tailored partnership and deal structures, address transition challenges, and maintain pipeline and onboarding progress.
Remote · Canada
Engage established financial advisors and practice owners, guiding them through a structured acquisition process from discovery and financial analysis to tailored partnership proposals. Coordinate deal structures and transition planning while addressing operational and regulatory concerns, maintaining pipeline momentum, and tracking onboarding.
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.
On-site · Toronto
Manage administrative, office, personal, and project-based support, including correspondence, travel, appointments, meetings, and day-to-day requests. Coordinate property maintenance, vendors, purchasing, approvals, invoices, payments, storage, and operational improvement projects.
On-site · Toronto
Make high-volume outbound calls to financial advisors across Canada, introduce the Advisor Platform, generate qualified interest, and book meetings. Follow up with leads, record interactions in the CRM, collaborate to improve messaging and conversion, and contribute insights to growth strategies.
On-site · Toronto
Manage insurance opportunities from client consultation through application, underwriting, policy issuance, delivery, and follow-up. Assess client needs, explain and recommend suitable coverage, prepare complete applications, coordinate with insurers and internal teams, and maintain accurate records.
On-site · Toronto
Manage mortgage opportunities from initial client consultation through application, lender approval, funding, and post-closing follow-up. Coordinate with clients, lenders, internal advisors, and other partners while maintaining accurate records and meeting compliance requirements.
