Licensed Mortgage Agent
Toronto, ONOptimize Financial Group
Optimize Financial Group needs a licensed mortgage agent with a licence in good standing and prior mortgage, lending, banking, insurance or client-facing sales experience. Candidates need strong sales and follow-up skills, clear communication, and the organization to manage multiple active files.
CRM, mortgage systems, lender portals, online document tools
Investment Advisor
Toronto, ONOptimize Financial Group
Optimize Financial Group needs candidates with a track record of converting opportunities in wealth management, financial planning, banking, insurance or a similar consultative sales role. Strong knowledge of investments, retirement planning and tax-efficient investing is required; CIM is strongly preferred.
CRM
Licensed Life Insurance Representative
Toronto, ONOptimize Financial Group
Optimize Financial Group needs candidates with an active Life and Accident & Sickness Insurance Agent licence. Experience in insurance, financial services or a client-facing sales role is strongly preferred, along with strong sales, follow-up and organization skills.
CRM platform, Insurer portals, Online application tools, Excel
Advisor Transition Coordinator
Toronto, ONOptimize Financial Group
3+ ansCandidates need 3+ years in financial services, wealth management or banking, familiarity with registered accounts and transfer processes, and strong attention to detail. Progress toward or completion of CSC or CIM is a strong asset.
Onboarding, Documentation, Financial planning, Attention to detail, Organizational skills, Communication skills