Director, Investment Sales

4 weeks ago

Windsor, Canada Equitable Life of Canada Full time
At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.

Position Title: Director, Investment Sales
Reports To: Vice President National Investment Sales
Department: Savings and Retirement (S&R)
Term: Permanent Full-Time
Location: Southwestern Ontario

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: The Director, Investment Sales is a critical sales role within our Savings & Retirement division. In this role you will be responsible for business development and account management of key MGA, AGA and Advisor relationships in the GTA Area. This will include providing sales, product and marketing expertise to select advisors in the territory in order to drive sales of Equitable’s Segregated Fund and Annuity products.

What you will be doing:
  • Manage relationships, MGAs and Advisors in the GTA territory
  • Achieve sales targets for Segregated Funds and Annuity products
  • Introduce new Advisors to Equitable's investment products
  • Build relationships with producers through seminars, case consultation and joint fieldwork
  • Deliver presentations to small and large groups of Advisors
  • Provide product and marketing concept training to Advisors
  • Travel throughout the territory to meet clients and foster relationships
What you will bring:
  • 5 years of financial industry experience, preferably with experience in marketing to Independent Advisors in a segregated or mutual fund environment
  • Strong previous results in sales and sales management are required
  • CFP, CLU, CHFC, TEP, designation preferred
  • Highly developed interpersonal, analytical and presentation (written & oral) skills
  • University or College degree in business would be an asset
  • Drivers license in good standing and access to a reliable vehicle
What’s in it for you:
  • 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)
To learn more about Equitable, we encourage you to explore our organization.

At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at careers@equitable.ca if you would like to receive our job postings in an alternative format or require an accommodation with the application process.

#LI-Remote #J-18808-Ljbffr

  • Director of Sales

    1 month ago

    Windsor, Canada Waterford Group Llc Full time

    Come Join the Waterford Hotel Group Team!At Waterford Hotel Group we pride ourselves on cultivating a workplace that feels like home and brings out the best in you, each and every day. We will celebrate your successes, appreciate your strengths, and offer an environment where each of us can truly be ourselves. We provide competitive compensation and...

  • Director of Sales

    1 month ago

    Windsor, Canada Waterford Group Llc Full time

    Come Join the Waterford Hotel Group Team!At Waterford Hotel Group we pride ourselves on cultivating a workplace that feels like home and brings out the best in you, each and every day. We will celebrate your successes, appreciate your strengths, and offer an environment where each of us can truly be ourselves. We provide competitive compensation and...

  • Director of Sales

    3 weeks ago

    Windsor, Canada Waterford Group Llc Full time

    Come Join the Waterford Hotel Group Team!At Waterford Hotel Group we pride ourselves on cultivating a workplace that feels like home and brings out the best in you, each and every day. We will celebrate your successes, appreciate your strengths, and offer an environment where each of us can truly be ourselves. We provide competitive compensation and...

  • Director of Sales

    1 month ago

    Windsor, Canada Waterford Group Llc Full time

    Come Join the Waterford Hotel Group Team!At Waterford Hotel Group we pride ourselves on cultivating a workplace that feels like home and brings out the best in you, each and every day. We will celebrate your successes, appreciate your strengths, and offer an environment where each of us can truly be ourselves. We provide competitive compensation and...

  • Investment advisor

    4 weeks ago

    Windsor, Canada RBC Full time

    Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for your...

  • Investment advisor

    4 weeks ago

    Windsor, Canada RBC Full time

    Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for your...

  • Investment advisor

    4 weeks ago

    Windsor, Canada RBC Full time

    Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for your...

  • Investment advisor

    3 weeks ago

    Windsor, Canada RBC Full time

    Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for your...

  • Investment advisor

    3 weeks ago

    Windsor, Canada RBC Full time

    Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for your...

  • Director, Investment Sales

    1 month ago

    Windsor, Canada Equitable Life of Canada Full time

    At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivat

  • Investment Advisor

    2 months ago

    Windsor, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what you need...

  • Investment Advisor

    4 weeks ago

    Windsor, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you...

  • Investment Advisor

    2 months ago

    WINDSOR, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll...

  • Investment Advisor

    3 weeks ago

    Windsor, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you...

  • Investment Advisor

    3 weeks ago

    WINDSOR, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll...

  • Director of Sales

    1 month ago

    Windsor, ON, Canada Waterford Group Llc Full time

    Come Join the Waterford Hotel Group Team! At Waterford Hotel Group we pride ourselves on cultivating a workplace that feels like home and brings out the best in you, each and every day. We will celebrate your successes, appreciate your strengths, and offer an environment where each of us can truly be ourselves. We provide competitive compensation and...

  • Investment Specialist Associate

    3 weeks ago

    Windsor, Canada Scotiabank Full time

    Requisition ID: 173946 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Investment Specialist Associate** As a Scotiabank Investment Specialist Associate, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity...

  • Financial Planner, Investment Specialist

    4 weeks ago

    Windsor, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 189567 Join the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the...

  • Financial Planner, Investment Specialist

    4 weeks ago

    Windsor, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 189567 Join the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the...

  • Investment Specialist

    3 weeks ago

    Windsor, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 189567 Join the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the...