Wealth Sales Director: Advisor Partnerships
2 weeks ago
A leading asset management firm in Ottawa is seeking a driven sales leader to enhance results within wealth distribution. The role involves meeting with financial advisors, achieving sales targets for various investment products, and executing a territory coverage plan. The ideal candidate has 3-5 years of relevant sales experience, a university degree, and is bilingual in English and French. Competitive salary and performance-based bonuses are offered.
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Head of Sales
3 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Super Advisor Full timeHead of Sales (Wealth Platforms – Canada & U.S.) We’re looking for a Head of Sales who knows how to close. Someone who’s built and run a real pipeline — fast-moving, high-volume, and full of serious prospects — and can turn qualified leads into signed, multi-advisor deals. At Super Advisor, we’re building the operating system for wealth...
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Wealth Sales Director: Advisor Partnerships
3 weeks ago
Ottawa, Canada Sun Life Full timeA leading asset management firm in Ottawa is seeking a driven sales leader to enhance results within wealth distribution. The role involves meeting with financial advisors, achieving sales targets for various investment products, and executing a territory coverage plan. The ideal candidate has 3-5 years of relevant sales experience, a university degree, and...
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Wealth Sales Director
4 weeks ago
Ottawa, Canada Sun Life Full timeOverview We have a fantastic opportunity for a driven and ambitious sales leader to drive results with one of the most forward-looking asset management firms in Canada. This external role works within wealth distribution under the brand of Sun Life Global Investments. Sun Life Global Investments brings together the strength of Sun Life Financial with...
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Associate Wealth Advisor
4 days ago
Ottawa, Canada Eagle Wealth Counsel Full time**Overview**: Calling all financial advisors looking for a role focused on client management: If you are tired of the traditional bank model, we have a great opportunity for you! As an Advisor with Eagle Wealth Counsel, you will focus solely on client servicing without worrying about sales quota requirements. Clients will be provided so there is no cold...
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Wealth Sales Director
1 week ago
Ottawa, Ontario, Canada Sun Life Full time $110,000 - $180,000You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
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Wealth Sales Director
1 week ago
Ottawa, Canada Sun Life Full timeOverviewWe have a fantastic opportunity for a driven and ambitious sales leader to drive results with one of the most forward-looking asset management firms in Canada. This external role works within wealth distribution under the brand of Sun Life Global Investments. Sun Life Global Investments brings together the strength of Sun Life Financial with...
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Wealth Sales Director
5 days ago
Ottawa, Canada Sun Life Full timeOverviewWe have a fantastic opportunity for a driven and ambitious sales leader to drive results with one of the most forward-looking asset management firms in Canada. This external role works within wealth distribution under the brand of Sun Life Global Investments. Sun Life Global Investments brings together the strength of Sun Life Financial with...
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Wealth Sales Director
1 week ago
Ottawa, Canada Sun Life Financial Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
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Advisor Assistant
1 week ago
Ottawa, Canada Alterna Full time**Scope of Position** Under the direction of the Team Lead, Wealth Management Operations - Wealth Management, the Advisor Assistant will be responsible for providing day-to-day support services to the Wealth Management sales force in IIROC platform. Responsibilities include assisting in the preparation of client meetings, transaction documentation, and...
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Wealth Banker
2 days ago
Ottawa, Canada Alterna Savings Full time**Scope of Position** ***The Wealth Banker will drive the provision of investment-oriented financial advice, investment sales, asset consolidation and new client/member acquisition within assigned branches. The Wealth Banker works in conjunction with branch staff and is responsible for managing and building an assigned book of business made up primarily of...