Bilingual (Fr/En) Director, Business Development

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

Benefits offered by this job

Career Development

Health & Wellness

Time Off

Financial Security

Rewards and Recognition

Community & ERGs

Job summary

Canada Life is seeking a Bilingual (Fr/En) Director of Business Development to grow the Wealth channel through advisor engagement and strategic partnerships in Montreal. Role emphasizes building relationships, driving sales, and expanding opportunities across mutual funds and segregated funds.

The position requires 5+ years in wealth sales or related financial services, fluency in French and English, and a readiness for occasional after-hours work.

Qualifications

• Bilingual required; English and French fluency to serve clients.
• 5+ years in financial services, investments, wealth sales, or wholesaling.
• Experience with mutual funds and/or segregated funds in wholesaling/advisor-facing roles.
• Ability to explain wealth concepts clearly and practically.
• Proven relationship-building and business development skills.
• Strong presentation, training, and communication skills.
• Evening/weekend activity is an occasional part of the job.
• Strong telephone, virtual, and in-person sales skills; disciplined follow-up.
• Proficiency with Salesforce or similar CRM tools.
• Knowledge of investment products and advisor marketplace.

Responsibilities

• Help build and scale Canada Life’s wealth business within a strategic partnership.
• Drive sales growth and achieve or exceed regional sales targets.
• Build relationships with advisors and field leaders through in-person, virtual, and phone 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 on occasional evenings and weekends.
• Maintain responsiveness to advisor questions, opportunities, and business needs.
• Identify, cultivate, and convert sales opportunities through disciplined territory management.
• 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, training, and follow-up.
• Contribute field insight to improve advisor experience and sales effectiveness.
• Occasional travel within region; availability outside traditional hours.

Skills

Bilingual French-English

Financial services experience

Wealth sales experience

Wholesaling experience

Mutual funds knowledge

Segregated funds knowledge

Strong presentation skills

Relationship building

Territory management

Sales skills

CRM proficiency Salesforce

Investment products knowledge

Industry designations assets (CSC/IFIC

Business/Finance degree preferred

Post-secondary education in business/fi

Education

Business/Finance degree preferred

Tools

Salesforce CRM

Job description

Bilingual (Fr/En) Director, Business Development

Description: Base + Comm

The Director, Business Development, is responsible for helping build and grow Canada Life’s wealth business, with our distribution partnerships. This is an exciting opportunity to join a growing business in build mode and play a meaningful role in shaping advisor engagement, sales growth, and long-term partnership success.

The successful candidate will work closely with advisors, field leaders, and internal partners to deepen relationships, drive advisor activation, identify new business opportunities, and expand adoption of Canada Life wealth solutions across the channel. This role is ideal for someone who is energized by building, highly responsive, and able to explain wealth concepts in a simple, practical, and compelling way.

May require occasional evening and weekend engagement, and the successful candidate must be comfortable supporting advisors outside traditional business hours.

What you will do

• Help build and scale Canada Life’s wealth business within a strategic partnership
• Drive sales growth and achieve or exceed 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 on a occasional evening and weekend basis
• Maintain a high level of responsiveness to advisor questions, opportunities, and business needs
• Identify, cultivate, and convert sales opportunities through disciplined territory management and follow-up
• Use Salesforce and other tools to manage activity, pipeline, and progress against business goals
• Represent Canada Life as a trusted partner and product expert within the channel
• Provide pre-sale and post-sale support through case consultation, sales ideas, training, and follow-up
• Contribute field insight to help improve advisor experience, sales effectiveness, and business growth
• Some travel within the assigned region + occasional evening and weekend work is required
• Availability outside traditional business hours is a requirement of the role

What you will bring

• Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking need
• 5+ years of experience in financial services, investments, wealth sales, or wholesaling
• Experience with mutual funds and/or segregated funds in a wholesaling or advisor-facing role
• Strong ability to explain wealth concepts in clear, simple, practical language
• Proven relationship-building and business development skills
• Strong presentation, training, and communication skills
• Comfort working in a role where evening and weekend activity is an occasional part of the job
• Strong telephone, virtual, and in-person sales skills
• Ability to manage a territory and maintain disciplined follow-up
• Proficiency with Salesforce or similar CRM tools
• Strong knowledge of investment products, wealth concepts, and the advisor marketplace
• Industry designations such as CSC, IFIC, CFP, or CIM are considered assets
• Post-secondary education in business, finance, or a related field is preferred

This position will be located in the Montreal head office and follows a hybrid work model, with an in-office presence required three days per week.

The base salary for this position is between $121,200 - $171,200 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life

We’reunited by a shared purpose: to improve the financial,physicaland mental well beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communitiesand each other.Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

What we offer

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annuallytowardseducation reimbursement.
• Health & Wellness:Flexible health and dental benefits,plus a $5,000 mental health benefit to support your well-being.
• Time Off:In addition to regular vacation andpersonal days,we support communityinvolvement with avolunteer day.
• Financial Security:Company-matching pension plan,share ownership program andadditionalinvestment options.
• Rewards and Recognition:Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis onCommunity:We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.

Learn moreabout Canada Life .

We’recommitted to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [e-mail]. All information provided will be handledin accordance withapplicable laws and Canada Life policies.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

Location: Montreal, Quebec, CA