Outside Wholesaler, Wealth

Base + Comm

What you will do:

1. Deliver bottom line wealth sales growth, generate sales, and meet or exceed sales targets.
2. Prospect new leads and strengthen relationships with advisors through phone, virtual meetings, and face-to-face interactions.
3. Utilize Salesforce to track calls, log appointments, manage sales workflow, upload contacts, and monitor progress.
4. Achieve prescribed conversion rates and sales targets through lead generation.
5. Grow the region by optimizing advisor relationships, providing follow-up, and marketing support.
6. Partner with advisors to understand their book of business, including goals, targets, and needs.
7. Identify sales and cross-selling opportunities; educate advisors on wealth segregated funds solutions.
8. Represent the wealth business as an expert in industry, product, regulatory matters, and private wealth solutions.
9. Provide pre- and post-sales support with strategies, concepts, and marketing ideas.
10. Contribute to innovative approaches in doing business with advisors and clients.

What You Will Bring:

1. 7+ years of experience in financial services/investment industry (preferred).
2. Industry-specific designations such as CSC/IFIC required.
3. MBA, FPC, or CIM is an asset.
4. Strong interpersonal skills, results-oriented, self-starter, career-focused, dynamic, involved.
5. Excellent social skills; thrives in team environments.
6. Effective communicator capable of presenting and training audiences.
7. Good telephone and in-person etiquette; able to manage high call volumes.
8. Negotiation skills; perseverance in setbacks.
9. Proficiency in investment products, tools, sales concepts, and marketplace awareness.
10. Post-secondary education in a related field (e.g., Business degree or diploma).

The base salary ranges from $84,900 to $141,400 annually, excluding variable compensation such as bonuses and commissions. Details of total rewards will be discussed if selected to proceed.

Applications are reviewed on a rolling basis, with a minimum of 5 business days from posting date.

Join Canada Life and be your best! We value diversity and inclusion, offering a workplace where your background, perspectives, and talents are appreciated. Our goal is to support your career growth and well-being, enabling you to deliver exceptional experiences to clients and advisors.

Canada Life serves over 13 million Canadians and operates in Europe and the U.S., offering insurance, investment, and retirement solutions. We are committed to an accessible, inclusive environment and removing barriers to employment. For accommodations during the application process, contact talentacquisitioncanada@canadalife.com.

Thank you for your interest. Only qualified candidates will be contacted for an interview.