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
The role focuses on high-volume outbound calling to financial advisors to introduce the Advisor Platform and book meetings. Responsibilities include nurturing leads, managing CRM data, and collaborating on growth strategies to expand the national network.