Bilingual Director, Wealth Partnerships

Canada Life; Montreal (administrative region); Hybrid; CAD 121,000 - 171,000; Full time

Benefits offered by this job

Hybrid work model

Education reimbursement (up to $2,000/

Mental health benefit $5,000

Volunteer day

Company pension plan

Employee discounts

Job summary

Canada Life is seeking a Director, Business Development to grow its wealth business through advisor partnerships in Montreal. The role emphasizes building relationships, driving sales, and expanding adoption of wealth solutions across the channel.

Requires strong communication skills and experience in financial services, with hybrid work three days in-office. The position offers a base salary in the Montreal market and opportunities for bonus and commissions within a total rewards program.

Qualifications

• Bilingual French and English required.
• 5+ years in financial services, investments, wealth sales, or wholesaling.
• Experience with mutual funds and/or segregated funds in wholesaling or advisor-facing role.
• Strong ability to explain wealth concepts in simple terms.
• Proven relationship-building and business development skills.
• Strong presentation and communication skills.
• Evening/weekend availability as needed.
• Proficiency with Salesforce or similar CRM tools.
• Industry designations such as CSC, IFIC, CFP, or CIM are assets.
• Post-secondary education in business or finance preferred.

Responsibilities

• Help build and scale Canada Life’s wealth business within a strategic partnership.
• Drive sales growth and achieve regional sales targets.
• Build relationships with advisors and field leaders through in-person, virtual, and phone-based engagement.
• Support advisor activation and business development across a large advisor base.
• Deliver simple, practical presentations and training on wealth and segregated fund solutions.
• Conduct meetings, events, and business-building activities including evenings/weekends.
• Maintain responsiveness to advisor questions, opportunities, and needs.
• Identify and convert sales opportunities through disciplined territory management and follow-up.
• Use Salesforce and other tools to manage activity, pipeline, and progress against goals.
• Represent Canada Life as a trusted partner and product expert within the channel.
• Provide pre-sale and post-sale support through case consultation and training.

Skills

Bilingual – French & English

5+ years financial services

Relationship-building

Presentation & communication

CRM familiarity (Salesforce)

Education

Post-secondary education in business or finance

Tools

Salesforce

Job description

Canada Life is seeking a Director, Business Development to grow its wealth business through advisor partnerships in Montreal. The role emphasizes building relationships, driving sales, and expanding adoption of wealth solutions across the channel.

Requires strong communication skills and experience in financial services, with hybrid work three days in-office. The position offers a base salary in the Montreal market and opportunities for bonus and commissions within a total rewards program.