Bilingual Wealth Growth Director

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

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.