WFG Investment Sales Vice President

Equitable Life of Canada; Southwestern Ontario; Remote; CAD 120,000 - 160,000; Full time

Job summary

A leading financial services provider is seeking a Vice President of Investment Sales. This role involves developing and implementing sales strategies to meet targets and leading a Canadian sales team. The ideal candidate should have over 10 years in financial services with strong sales leadership and communication skills. This permanent full-time position allows remote work with occasional local office presence.

Benefits

Annual vacation allowance

Company-paid benefits program

Car allowance

Pension program with employer matching

Employee discounts

Regular team events

Qualifications

• Minimum 10 years of experience in investments, life insurance, or financial services.
• Proven track record in driving growth across distribution channels.
• Experience in budgeting, forecasting, and expense management.

Responsibilities

• Develop and execute sales and distribution strategies.
• Assist in setting and aligning annual targets.
• Build, coach, and mentor a sales team across Canada.

Skills

Sales leadership

Team building

Strategic thinking

Communication

Financial acumen

Market dynamics understanding

Education

Post-secondary education in Business, Finance, or related field

MBA or equivalent advanced degree

Tools

Digital sales enablement tools

CRM platforms

Job description

Overview

At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact—for our clients, our communities, and each other.

Position Title: WFG Investment Sales, Vice President
Reports To: Executive Vice-President, Individual Wealth Division
Department: Individual Wealth
Term: Permanent Full-Time

Work Arrangements: You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment.

The Opportunity: At Equitable, our focus is on making a meaningful impact in the lives of Canadians by putting clients at the heart of everything we do. We lead with empathy, act with intention, stay curious, and support one another every step of the way.

If you’re looking for purpose-driven work in a collaborative and inclusive environment where your voice is heard, and your growth is encouraged we’d love to connect. As the Vice-President, Investment Sales, World Financial Group (WFG) you will develop and implement sales and distribution strategies to achieve/exceed the Division’s sales targets. Join one of the Waterloo Area’s Top Employers for 2025 and Southwestern Ontario’s Top Employers for 2024 and be part of something that matters.

What you will be doing

• Develop and execute a sales and distribution strategy for the channel
• Assist in setting annual targets and aligning with divisional goals
• Build, coach, and mentor a sales team covering Canada
• Develop and execute sales support programs to build Equitable’s brand
• Grow new and strengthen existing relationships with WFG advisors
• Input to the design and recommendation on compensation programs
• Ensure the operations of sales processes are designed and managed effectively
• Assist and participate in the development of division strategies, initiatives, and annual plans

What you will bring

• Minimum 10 years of progressive experience in investments, life insurance, or related financial services, with a deep understanding of market dynamics.
• Proven track record of sales leadership, consistently driving repeatable, sustainable, and profitable growth across diverse distribution channels.
• Exceptional leadership and team-building capabilities, with demonstrated success in recruiting, developing, and motivating high-performing sales teams.
• Strategic thinker with strong execution skills, able to translate business goals into actionable sales strategies and performance metrics.
• Outstanding communication and presentation skills, with the ability to influence stakeholders at all levels and represent the organization externally.
• Robust financial acumen, including experience in budgeting, forecasting, and expense management to optimize profitability.
• Post-secondary education required, preferably in Business, Finance, or a related field; MBA or equivalent advanced degree is an asset.
• Relevant industry designations are considered strong assets.
• Experience with digital sales enablement tools and CRM platforms to drive efficiency and data-driven decision-making.

What’s in it for you

• A workplace where care, passion, and curiosity aren’t just values, they’re how we work, grow, and succeed together every day.
• A high-performance and rewarding culture and experience
• Annual vacation allowance, and company-paid benefits program
• Car allowance and work travel expense program
• Immediate enrollment into the company’s pension program with employer matching
• Discounts on company products and service and access to exclusive employee perks
• Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment process, candidates may be asked to complete an assessment and will be required to undergo background screening, in accordance with company policy.

This position is available due to an existing vacancy.

We are dedicated to inclusive and accessible hiring practices. If you require accommodations or alternative formats, please contact us at [e-mail].

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