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External wholesaler Jobs in Toronto, ON
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Wholesaler, Business Development
Optimize Wealth Managementtoronto, on, CanadaInternal Wholesaler, Mutual Funds
BMOToronto, Ontario, Canada- Promoted
Manager, External Reporting
VacoToronto, ONManager, External Stakeholder Relations
Parrish and HeimbeckerON, CA- Promoted
Director, Media and External Relations
GlencoreToronto, ON, Canada- Promoted
External Communications Manager
Securian CanadaToronto, CA- Promoted
Regional Vice President (Wholesaler) - TD Asset Management
TD BankToronto, ON, CanadaExternal Communications Advisor
SeequentToronto, CanadaExternal Reporting Analyst
Clarity RecruitmentToronto- Promoted
Business Development Consultant -GWS
Manulife Insurance MalaysiaToronto, ON, Canada- New!
Director of Business Development (External Wholesaler)
Staffing In MotionToronto, ON, caSenior Regional Sales Consultant- Individual Life Wholesaler
Co-operatorsON, CA- Promoted
Government Relations & External Affairs, Specialist
InteracToronto, ON, Canada- Promoted
Regional Vice President (Wholesaler) - TD Asset Management
TDToronto, ON, CanadaSenior External Auditor
International Financial GroupToronto, OntarioBilingual Internal Insurance Wholesaler
Company 1 - The Manufacturers Life Insurance CompanyToronto, OntarioAccount Executive - External
Western Coast Insurance ServicesRemote, Ontario, CanadaBilingual Internal Insurance Wholesaler
ManulifeToronto, OntarioAVP Retail Sales
F1250 Franklin Templeton Investments CorpToronto, Ontario, CanadaWholesaler, Business Development
Optimize Wealth Managementtoronto, on, Canada- Full-time
We are looking for an energetic Wholesaler to join our Business Development team. This role requires strong interpersonal and sales skills along with familiarity with all core aspects of wealth management such as investments, financial planning, tax planning, will and estate planning, and insurance. We are looking for people who are driven, committed, are not afraid to work long hours, and who are passionate about winning.
Job Description
Reporting directly to the Chief Business Development Officer, the key responsibility of this position is to develop new business opportunities. This dynamic role is all about driving growth!
You'll contribute to the expansion of our Advisor base by showcasing Optimize’s innovative Advisor Platform using a collaborative sales approach to foster and grow new business opportunities. You'll not only support the team but also brainstorm strategies to supercharge overall sales and client base expansion. Plus, your insights and contributions during team meetings and strategic planning sessions will play a central role in shaping our firm's upward trajectory. If you’re looking to seize growth opportunities and make an impactful mark in the industry, this is the perfect role for you!
Your role will entail :
- Prospecting new and existing leads by leveraging a dynamic database of contacts to build and expand on the foundation for relationships with prospective Advisors over the phone and virtually
- Performing follow up calls with engaged prospects to strengthen relationships and sustain sales momentum
- Utilizing the CRM system to ensure prospect data retrieved during phone calls is accurately populated and timely follow-ups are actioned
- Executing targeted business development strategies and tactics to acquire new business and penetrate new and existing markets
- Working within a team environment to meet and exceed company targets and objectives
Must-have :
Nice-to-have :
What's in it for you?