Sales Associate, Investments

CareerBeacon; Toronto; Remote; CAD 65,000 - 95,000; Full time

Benefits offered by this job

Volunteer day

Pension plan

Professional development

Job summary

CareerBeacon is seeking a Sales Associate, Investments to drive growth and strengthen advisor partnerships. Fully remote role supporting two markets: Quebec and Ontario/Western Canada, with Toronto among the Ontario options.

The role emphasizes proactive opportunity generation, consultative support for advisors, and collaboration with internal teams to elevate the advisor experience. Ideal candidates bring 5+ years in financial services, 3+ years in sales of investment products, and fluency in

Qualifications

• College diploma or university degree in Business Administration or related field.
• Minimum of 5 years of experience in the financial services and investment industry.
• Minimum of 3 years of experience in the internal or external sales of investment products.
• Excellent verbal and written communication skills in both French and English.
• Strong sales orientation and ability to develop and maintain business relationships.
• Proactive, results-driven approach with a focus on achieving objectives.
• Excellent communication, organizational, and prioritization skills.
• Strong attention to detail and commitment to thorough follow-up.
• Collaborative mindset, initiative, and strong sense of accountability.
• Excellent advisor service, problem-solving, and relationship-building skills.

Responsibilities

• Support the Business Development Director (BDD) in achieving sales objectives and executing the territory business plan.
• Drive sales growth by generating new business opportunities, prospecting new advisors, and strengthening existing relationships.
• Provide exceptional consultative support to financial advisors and serve as a key resource for product, process, and sales tool inquiries.
• Manage sales activities, advisor relationships, and maintain accurate and up-to-date records in the CRM.
• Collaborate with internal teams to deliver an outstanding advisor experience.
• Support advisor development initiatives through the coordination of training sessions, events, and marketing activities.

Skills

Communication skills

Bilingual FR/EN

Sales orientation

Relationship management

Proactive attitude

Attention to detail

Education

Business Admin degree

Job description

The Sales Associate, Investments works closely with the Wholesaler / Business Development Director (BDD) to achieve the territory's sales objectives, strengthen advisor relationships, develop new business opportunities, and support the execution of the territory business plan.

This is a proactive role focused on sales growth and relationship management. The incumbent contributes to generating new business opportunities, growing the sales pipeline, and delivering an exceptional advisor experience and high-quality service. They also help increase the company's visibility and support business growth within their territory.

This position is fully remote. There are currently two opportunities available:

• Quebec Market (Quebec City or Montreal)
• Ontario and Western Canada Market (Toronto or Calgary)

Qualifications

• College diploma or university degree in Business Administration or a related field.
• Minimum of 5 years of experience in the financial services and investment industry.
• Minimum of 3 years of experience in the internal or external sales of investment products.
• Excellent verbal and written communication skills in both French and English.
• Strong sales orientation and ability to develop and maintain business relationships.
• Proactive, results-driven approach with a focus on achieving objectives.
• Excellent communication, organizational, and prioritization skills.
• Strong attention to detail and commitment to thorough follow-up.
• Collaborative mindset, initiative, and strong sense of accountability.
• Excellent advisor service, problem-solving, and relationship-building skills.

Responsibilities

• Support the Business Development Director (BDD) in achieving sales objectives and executing the territory business plan.
• Drive sales growth by generating new business opportunities, prospecting new advisors, and strengthening existing relationships.
• Provide exceptional consultative support to financial advisors and serve as a key resource for product, process, and sales tool inquiries.
• Manage sales activities, advisor relationships, and maintain accurate and up-to-date records in the CRM.
• Collaborate with internal teams to deliver an outstanding advisor experience.
• Support advisor development initiatives through the coordination of training sessions, events, and marketing activities.

Additional Information

• The chance to be part of a dynamic, high-performing team that adheres to the following ethical values: leadership, collaboration, trust and commitment;
• Training and development opportunities;
• A comprehensive benefits package including a competitive salary, bonus, pension and benefits;
• A paid volunteer day;
• Time off to care for family members and pets.