Regional Account Executive – Retirement Benefits

Common Wealth Retirement; Toronto; On-site; CAD 80,000 - 90,000; Full time

Benefits offered by this job

Health and dental benefits

Health Spending Account

5% employer match retirement plan

4 weeks vacation

Job summary

Common Wealth seeks a proactive Advisor Relationship Manager to grow our regional network across Ontario. You will manage advisor relationships, deliver compelling pitches, and drive eligible plans from discovery through launch.

You’ll work closely with our Implementation and Account Management teams to ensure a smooth onboarding and a strong employer experience. You’ll join a high-growth startup with a consultative, relationship-based sales approach.

Qualifications

• Valid driver’s license and vehicle for regional travel to advisor meetings and events.
• 2–4+ years in sales or related roles; eager to grow quickly with responsibility.
• Nice to have experience in group benefits or retirement services.

Responsibilities

• Advisor relationship management and education across Ontario.
• Advance deals from discovery to proposal and plan launch.
• Present to senior decision-makers with the advisor.
• Collaborate with Implementation and Account Management teams for onboarding.
• Maintain updated pipeline in HubSpot and ensure accurate forecasts.

Skills

Entrepreneurial mindset

Social confidence

Empathy

Self-directed

Strong communication

Valid driver’s license

Vehicle for regional travel

HubSpot CRM

Education

Experience in group benefits or retirement services

Tools

HubSpot CRM

Job description

Common Wealth seeks a proactive Advisor Relationship Manager to grow our regional network across Ontario. You will manage advisor relationships, deliver compelling pitches, and drive eligible plans from discovery through launch.

You’ll work closely with our Implementation and Account Management teams to ensure a smooth onboarding and a strong employer experience. You’ll join a high-growth startup with a consultative, relationship-based sales approach.