Regional Sales Manager Wealth Management

3 weeks ago

Ottawa, Canada Canada Life Assurance Company Full time

**Job Description**:
We’re looking for a
**Regional Sales Manager to cover the Southwestern Ontario Region **with wealth business savvy and charismatic gusto to play an integral role with the Canada Life Wealth Distribution team. In this fast-paced, results-driven environment, it’s go time for you as you deliver product expertise, creative sales ideas and industry insight. You’ll expand and multiply the acquisition of wealth management business by working with a short list of top advisors across our Advisory Network including affiliated partnership with managing general agencies and National Accounts
- some of the finest in the business. Our product shelf is robust, dependable and effective and we’re looking to you to show case to advisors the power behind Canada Life solutions.

**To start**:

- Your experience is solid, with 7-10 years in sales or wholesaling. And you’re not satisfied with good — you insist on leading the way. As lead support and relationship manager, you’ll join a proprietary wealth team that commands industry respect, defines success by growth and is generously rewarded with compensation and benefits.
- You’re an authority on investments, including mutual funds and segregated funds, sales strategies, the financial services industry and applicable legislation. You understand tax implications related to investments.
- With your credibility and expertise (CFP, CFA, CIM, CH.F.C., PFP, FCSI and/or CSWP), you’re ready to lead, inspire and set the agenda. You’ve got a team eager for a motivational leader, and you’ll be supported with attested processes, product solutions, strategies and technical support.

**Where you’ll really shine**:

- You’re creative and focused. You recognize you’re on your own — there’s no activity if you don’t self-generate.
- You thrive because you get personal satisfaction that comes from helping others succeed. Your mentoring nature is part of your DNA, and you appreciate the key role you play in helping Canadians reach their goals and dreams.
- If you believe you’ve got what it takes, and want to make a difference, we want to hear from you.

**What you will bring**
- Minimum 5 years experience in financial services/investment industry
- Post secondary education, preferably in finance or a related field; or equivalent work experience
- Strong leadership, sales and relationship-building skills
- Good knowledge of investment products including mutual funds and segregated funds, sales strategies, the financial services industry and applicable legislation.
- Basic understanding of tax implications related to investments
- Hold valid financial services designations, such as CFP, CFA, CIM, CH.F.C., PFP, FCSI and/or CSWP; IFIC/CSC
- Experience supporting advisors in a variety of business models including managing general agencies and National Accounts would be an asset
- Ability to work independently and in a team environment

**Be your best at Canada Life

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

***

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.
- Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations._
- We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee _
- has the opportunity to_
- reach their potential._
._

**_
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted_**.

LI-Hybrid

  • Outbound CC Wealth Focused MSO1

    4 days ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    Position Overview:By taking ownership of term renewals this individual will help members develop a personalized financial wellness plan that caters to their present and future needs. They will collaborate with MSOW2s to enhance YCU's reputation in the community as a reputable provider of wealth management solutions, resulting in acquiring new wealth...

  • Advisor Assistant

    4 weeks 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...

  • Regional Sales Manager

    1 month ago

    Ottawa, Canada LUMINOR Environmental Full time

    **LUMINOR Environmental, Inc.** is a Manufacturer of Ultraviolet (UV) water disinfection solutions for home, industry, and regulated markets around the world. Our industry leading technology, determination, and people drive our success. LUMINOR has been recognized with back-to-back Deloitte Fast 50 and Deloitte Technology Fast 500 awards in 2021, 2022, and...

  • Wealth Management – Associate Portfolio Manager

    4 weeks ago

    Ottawa, Canada Stonewood Group Inc. Full time

    Client is a boutique wealth management organization that provides high net worth individuals investment planning and services to meet their individual investment goals.The Company is an independent wealth management firm that is an approved agent of Canaccord Genuity Wealth Management.The organization is made up of a team of highly specialized professionals...

  • Wealth Management – Associate Portfolio Manager

    1 month ago

    Ottawa, Canada Stonewood Group Inc. Full time

    Client is a boutique wealth management organization that provides high net worth individuals investment planning and services to meet their individual investment goals.The Company is an independent wealth management firm that is an approved agent of Canaccord Genuity Wealth Management.The organization is made up of a team of highly specialized professionals...

  • Wealth Management – Associate Portfolio Manager

    4 weeks ago

    Ottawa, Canada Stonewood Group Inc. Full time

    Client is a boutique wealth management organization that provides high net worth individuals investment planning and services to meet their individual investment goals.The Company is an independent wealth management firm that is an approved agent of Canaccord Genuity Wealth Management.The organization is made up of a team of highly specialized professionals...

  • Regional Sales Manager, Eastern Region

    4 weeks ago

    Ottawa, Canada Electro Federation Canada Full time

    Head quartered in Toronto, Canada, Leviton Lighting Canada, a business unit of Leviton Manufacturing has been operating in Canada for over 70 years. Our business is growing and we are searching for a talented individual to join our team of sales, lighting and manufacturing specialists. We offer a supportive work environment, competitive salary, complete with...

  • Regional Sales Manager, Eastern Region

    1 month ago

    Ottawa, Canada Electro Federation Canada Full time

    Head quartered in Toronto, Canada, Leviton Lighting Canada, a business unit of Leviton Manufacturing has been operating in Canada for over 70 years. Our business is growing and we are searching for a talented individual to join our team of sales, lighting and manufacturing specialists. We offer a supportive work environment, competitive salary, complete with...

  • Regional Sales Manager, Eastern Region

    4 weeks ago

    Ottawa, Canada Electro Federation Canada Full time

    Head quartered in Toronto, Canada, Leviton Lighting Canada, a business unit of Leviton Manufacturing has been operating in Canada for over 70 years. Our business is growing and we are searching for a talented individual to join our team of sales, lighting and manufacturing specialists. We offer a supportive work environment, competitive salary, complete with...

  • Regional Sales Manager, Eastern Region

    4 days ago

    Ottawa, Canada Electro Federation Canada Full time

    Head quartered in Toronto, Canada, Leviton Lighting Canada, a business unit of Leviton Manufacturing has been operating in Canada for over 70 years. Our business is growing and we are searching for a talented individual to join our team of sales, lighting and manufacturing specialists. We offer a supportive work environment, competitive salary, complete with...

  • Outbound CC Wealth Focused MSO1

    1 day ago

    Ottawa, Canada Aviso Wealth Full time

    Position Overview:By taking ownership of term renewals this incumbent will assist our members build a customized financial wellness plan that serves them now and into their future. The incumbent will assist the MSOW2s, build YCU's profile in the community as a professional and preferred provider of wealth management products, services, and expertise, leading...

  • Outbound CC Wealth Focused MSO1

    2 days ago

    Ottawa, Canada Aviso Wealth Full time

    Position Overview:By taking ownership of term renewals this incumbent will assist our members build a customized financial wellness plan that serves them now and into their future.  The incumbent will assist the MSOW2s, build YCU’s profile in the community as a professional and preferred provider of wealth management products, services, and expertise,...

  • Regional Manager

    4 weeks ago

    Ottawa, Canada Lululemon Full time

    who we are lululemon is an innovative performance apparel company for yoga, running, training, and other athletic pursuits. Setting the bar in technical fabrics and functional design, we create transformational products and experiences that support people in moving, growing, connecting, and being well. We owe our success to our innovative product, emphasis...

  • Regional Sales Manager

    4 weeks ago

    Ottawa, Canada Palo Alto Networks Full time

    Company Description **Our Mission** At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challenging and disrupting the way things are...

  • Regional Sales Manager

    7 days ago

    Ottawa, Canada Palo Alto Networks Full time

    Company Description **Our Mission** At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challenging and disrupting the way things are...

  • Regional Sales Manager

    1 month ago

    Ottawa, Canada decorpapa home Full time

    well established flooring wholesale company is looking for regional sales manager in ottawa location. Previous experience in flooring or building material, kitchen and bath would be preferred, multi-lingual in English and French would be definitely an asset. **Salary**: $50,000.00-$122,036.94 per year **Benefits**: - Dental care - Extended health care -...

  • Regional Sales Manager

    4 weeks ago

    Ottawa, Canada Ross Video Full time

    Why Work at Ross Video? We have a great group of people working together to create and deliver cutting edge products that look amazing and are easy to use. We go all out so that our customers can have the best possible experience and achieve quality results. With a product focus, continual learning, results driven processes, and creative thinking, we...

  • Regional Sales Manager, Eastern Canada

    4 weeks ago

    Ottawa, Canada Axis Communications Full time

    Changes and questions Axis Communications AB may update this information without prior notice. The date when this policy was last updated is specified below.If you have any questions regarding our usage of cookies, please contact us via email:  dataprotection@axis.com .This document was last updated on 12 March 2021. Regional Sales Manager, Eastern...

  • Regional Sales Manager, Eastern Canada

    4 weeks ago

    Ottawa, Canada Axis Communications Full time

    Changes and questions Axis Communications AB may update this information without prior notice. The date when this policy was last updated is specified below.If you have any questions regarding our usage of cookies, please contact us via email:  dataprotection@axis.com .This document was last updated on 12 March 2021. Regional Sales Manager, Eastern...

  • Regional Sales Manager, Eastern Canada

    4 weeks ago

    Ottawa, Canada Axis Communications Full time

    Changes and questions Axis Communications AB may update this information without prior notice. The date when this policy was last updated is specified below.If you have any questions regarding our usage of cookies, please contact us via email:  dataprotection@axis.com .This document was last updated on 12 March 2021. Regional Sales Manager, Eastern...