WFG Investment Sales Vice President

Equitable; Waterloo; Hybrid; CAD 120,000 - 160,000; Full time

Job summary

A leading financial services company is seeking a Vice President for WFG Investment Sales. Responsibilities include developing sales strategies, managing a sales team, and driving growth across Canada. The ideal candidate has over 10 years of experience in the investment industry with proven leadership skills. This is a full-time role with a hybrid work option, offering a supportive and collaborative workplace culture.

Benefits

Annual vacation allowance

Company-paid benefits

Car allowance

Pension program with employer matching

Qualifications

• Minimum 10 years of experience in investments or related financial services.
• Proven sales leadership with a record of sustainable growth.
• Experience in budgeting, forecasting, and expense management.

Responsibilities

• Develop and execute sales and distribution strategies.
• Build, coach, and mentor a sales team across Canada.
• Grow relationships with WFG advisors.

Skills

Sales leadership

Market dynamics understanding

Leadership capabilities

Strategic thinking

Communication skills

Financial acumen

Education

Post-secondary education in Business or Finance

Tools

CRM platforms

Job description

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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 / offer process you will be required to :

Provide two professional references (minimum one supervisor and above)

Undergo a criminal background check

Undergo verification of your educational successes

Undergo a credit check

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].

Seniority level

Seniority level

Executive

Employment type

Employment type

Full-time

Job function

Job function

Sales and Business Development

Industries

Insurance

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