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$46k–$61k/yr
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$59k–$98k/yr
Full-time
bachelor degree, professional certificate
Career Development, Education Reimbursement, Flexible Health Benefits, Dental Benefits, Mental Health Benefit, Vacation Days
Posted 53d ago
Apply by Jul 18
~40 hrs/week
Responsibilities
Drive wealth sales growth by prospecting new leads and strengthening relationships with advisors through various communication channels. Provide expert consultancy on private wealth solutions and offer pre and post-sales support to optimize advisor books of business.
Requirements
Requires a post-secondary degree in a related field and preferably 2-5 years of experience in the financial services or investment industry. Industry designations like CSC or IFIC are considered an asset, along with strong interpersonal and communication skills.
Full job description
Permanent Full Time
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As an inside wholesaler (Business Development Manager), you’ll work closely with the outside wholesaler (Director Business Development ) and the sales support team to create greater consistency and accessibility to wholesale support for Advisors associated with Canada Life.
What you will do
Deliver bottom line wealth sales growth by working in collaboration with our Directors Business Development (Wealth) to generate sales and meet and exceed sales targets
Prospect new leads and leverage an existing database of contacts to build and strengthen relationships with advisors by phone, virtually and a through a limited amount of face to face interaction
Utilize Salesforce to closely track calls and log appointments, manage the sales workflow, upload new contacts and monitor progress
Lead generation of prescribed conversion rates and sales targets
Grow the region by optimizing Advisor relationships and providing follow up and marketing support to advisors
Partner with Advisors to develop an understanding of their book of business (i.e. goals, targets, expectations, needs) with existing advisors in the territory
Uncover sales and cross-selling opportunities and educate advisors on the benefits of incorporating wealth solutions into their book of business
Represent the wealth business as an expert consultant in matters related to; the wealth industry, product, regulatory and advice on private wealth solutions
Provide pre and post-sales support by developing/providing sales strategies, concepts, marketing ideas and support.
Contribute to and consider new approaches to doing business with advisors and clients
What you will bring
Post-secondary education in a related field (i.e. Business School or College degree or diploma)
2-5 years’ experience in the financial services/investment industry preferred
Industry specific designations such as CSC or IFIC are an asset
Strong interpersonal/relationship-building skills and a work ethic that demonstrates you are sales and results oriented, a motivated self-starter, career focused, dynamic and involved in extracurricular activities
Excellent social skills and thrives in a team environment
Expert communicator with the ability to present, train and transfer knowledge to a variety of audiences
Great telephone etiquette with the ability to manage high call volumes
Negotiation skills; perseverance when encountering discouraging setbacks
Competency in investment product knowledge, tools and sales concepts and having an in-depth marketplace awareness and awareness of the impact of developments and trends on the organization and the industry
As this position is posted in several locations, we specify that bilingualism (fluent in French, English, both oral and written) is required for Quebec only as the position will regularly serve our clients with French and English-speaking needs
This position will be located in the Montreal (1350 Rene Levesque) head office.
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The base salary for this position is between $58,580 - $97,630 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.
Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.
Grow with Canada Life
We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.
We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!
What we offer:
We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:
Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
Financial Security: Company-matching pension plan, share ownership program and additional investment options.
Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [email protected]. All information provided will be handled in accordance with applicable laws and Canada Life policies.
Canada Lifewould like to thank all applicants, however only those who qualify for an interview will be contacted.
At Canada Life, we’re focused on improving the financial, physical and mental well-being of Canadians. Whether handling policy claims, help growing and protecting clients’ retirement and investment savings, providing workplace mental health support for all employers or helping build stronger communities by investing in community projects, we are committed to putting the customer first in all that we do.
That trust is built on the dedication, skill and energy of our employees and advisors and their commitment to our customers and to our communities.
Canada Life is a subsidiary of Great-West Lifeco Inc. and is a member of the Power Corporation group of companies.
Offices: 330 University Avenue, Toronto, Ontario M5G 1R8, CA · 60 Osborne St N, Winnipeg, Manitoba R3C 1V3, CA
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