Investment Advisor

Job summary

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.

Job details

About Optimize Financial Group 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

What you’ll do

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.

Requirements

Candidates should have a track record of converting opportunities in wealth management, financial planning, banking, insurance, or another consultative sales role, along with a strong understanding of personal finance and related planning concepts. Comfort with targets and a drive to exceed them are expected; a CIM designation is strongly preferred, and French is an asset.

Listed skills

• Client Onboarding · Preferred
• Objection Handling · Preferred
• CRM Management · Preferred
• Financial planning · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Wealth Management
• Financial Planning
• Consultative Sales
• Client Relationship Management
• Investment Management
• Retirement Planning
• Tax-Efficient Investing
• Insurance
• Objection Handling
• Sales Conversion
• Pipeline Management
• CRM Management
• Client Onboarding
• Personal Finance

Job areas

• Finance & Accounting
• Sales
• Consulting

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