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Job Title


Vice President, Regional Sales Manager


Company : Optimize Financial Group


Location : Toronto, Ontario


Created : 2025-06-22


Job Type : Full Time


Job Description

Optimize Wealth Management is a premier wealth management firm in 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.Role DescriptionWe are looking for a very driven and disciplined Vice President, Regional Sales Manager to lead our corporate development team. This role is critical in ensuring the team is aligned, motivated, and consistently following our sales process and exceeding key performance indicators (KPIs). You'll work closely with leadership to implement sales strategies, coach team members, and help scale our outreach and business development efforts.Key ResponsibilitiesLead, manage, and coach a team of corporate development professionals focused on B2B outreach and partnership developmentSet clear performance expectations and hold the team accountable for meeting and exceeding KPIsFoster a positive, high-performance team culture through motivation, ongoing feedback, and recognitionMonitor pipeline performance, analyze sales data, and implement process improvementsCollaborate with leadership on strategic direction and growth initiativesQualifications5+ years of experience in sales leadership, preferably in financial services, fintech, or a B2B environmentProven track record of managing high-performing teams and meeting sales targetsStrong motivational and coaching skills with a passion for people developmentExcellent communication, organizational, and analytical skillsFamiliarity with CRM tools and sales analytics platforms (e.g., Salesforce, HubSpot)What's in it for you?A competitive salaryOpportunity to make a tangible impact on company growthWork in a rapidly growing, dynamic, and high-performing company within the downtown financial district