Outside Wholesaler, Wealth
1 month ago
Base + Comm
**What you will do**:
- Deliver bottom line wealth sales growth, generate sales and meet and exceed sales targets
- Prospect new leads and strengthen relationships with advisors by phone, virtually and a through 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)
- Uncover sales and cross-selling opportunities and educate advisors on the benefits of incorporating wealth segregated funds 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)
- 7-10 years’ experience in the financial services/investment industry preferred
- Industry specific designations such as CSC/IFIC required
- MBA, FPC or CIM 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 and in person etiquette with the ability to manage high call volumes
- Negotiation skills; perseverance when encountering discouraging setbacks
- Proficiency 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
The base salary for this position is between **$82,800**:
- $137,9000 **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.
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
-
Inside Wholesaler
4 months ago
Calgary, Canada Canada Life Assurance Company Full timeInside Wholesaler (Wealth) **Description: - Permanent Full Time- We’re looking for top talent who aspire to be in sales, are willing to work hard and have a will to win to play a key role in driving advisor business forward. As an inside wholesaler (Regional Sales Representative), you’ll work closely with the outside wholesaler (Regional Sales Manager)...
-
Inside Wholesaler
3 months ago
Calgary, Canada The Canada Life Assurance Company Full timePermanent Full Time We’re looking for top talent who aspire to be in sales, are willing to work hard and have a will to win to play a key role in driving advisor business forward. As an inside wholesaler (Regional Sales Representative), you’ll work closely with the outside wholesaler (Regional Sales Manager) and the sales support team to create greater...
-
Outside Wholesaler, Wealth
4 weeks ago
Calgary, Canada The Canada Life Assurance Company Full timeBase + Comm What you will do: Deliver bottom line wealth sales growth, generate sales and meet and exceed sales targets Prospect new leads and strengthen relationships with advisors by phone, virtually and a through face to face interaction. Utilize Salesforce to closely track calls and log appointments, manage the sales workflow, upload...
-
Wholesale Account Representative
3 months ago
Calgary, Canada Crowfoot Dodge Full time**Job Summary** **Responsibilities**: - Negotiate contracts and agreements with Wholesale clients - Analyze market trends and competitor activities to identify opportunities for growth - Lead business development initiatives to expand the wholesale customer base - Driving sales to key accounts through strong relationships with clients - keeping our...
-
Wholesale Coordinator
2 months ago
Calgary, Canada Canela Full timeOur mission is to _promote a plant-based lifestyle through one handmade pastry at a time for all to enjoy_, and we mean it. At Canela, our core value is accessibility to vegan food for vegans, vegetarians, and omnivores alike. If your values align with ours, we'd love to hear from you! We are currently looking for **one full-time Wholesale Coordinator &...
-
Outside Technical Sales
6 months ago
Calgary, Canada Aquateck West Ltd. Full timeAquateck West is a wholesale distributor of pumps and water specialties. We are one of Canada's largest distributors of product lines such as Gould’s Water Technologies, Franklin Electric and over 70 other manufacturers. We also supply fittings, pipe, wire, tanks, septic design components, VFD’s and so much more. Aquateck is part of the Delta group of...
-
Outside Sales Representative
4 months ago
Calgary, Canada Robertson Electric Wholesale Full timeRobertson Electric is currently looking for an **OUTSIDE SALES REPRESENTATIVE **to join our branch in **Calgary.** **About Us** **Scope of the Position** The Outside Sales Representative will be responsible for maintaining existing business and new account acquisition. The Outside Sales Rep is responsible for obtaining profitable daily sales of company...
-
Regional Sales Associate
3 months ago
Calgary, Canada The Canada Life Assurance Company Full timePermanent Full Time We are looking for a **Regional Sales Associate**. Our organization is strong, and we’re getting stronger. Our Inside Sales team supports our industry leading Wealth businesses. On this team you will connect with some of the most entrepreneurial, spirited, energetic people who will help you become an expert in your craft. As a...
-
Account Manager
6 months ago
Calgary, Canada Inland Industrial Supply Ltd. Full time**About the Job** Inland Industrial Supply Ltd. is a wholesale distributor supplying a variety of safety tools and job site consumables with exceptional service to the industrial construction and fabricating market. We are searching for a talented and highly self-motivated professional to join our outside sales team in Calgary, Alberta. This role is...
-
Senior Sales Director
6 days ago
Calgary, Alberta, Canada Doman Building Materials Group Ltd Full timeWe are seeking a highly experienced Sales Manager to join our team at Doman Building Materials Group Ltd. in either Edmonton or Calgary.About the RoleThis is a permanent full-time position offering a base salary of $80,000 - 120,000 CAD per year, car allowance, and an annual incentive plan based on company performance. The successful candidate will be...
-
Customer Sales
3 months ago
Calgary, Canada Vacuum Wholesalers Full time**Vacuum Wholesalers** **Customer Sales / Office Administration / Warehouse Help** **About You** You’re a team player and pride yourself on being easy-going, motivated, and tough. You want a job that is rewarding and to be a part of a team where you can show your strengths with no run around. Your experience includes a background in general office duties...
-
Project Manager
6 days ago
Calgary, Canada Epsilon solutions pvt ltd. Full timeUnderstanding of various technology system implementation methodologies (e.g., waterfall, agile etc.) - Strong quantitative and qualitative analytical skills and a creative and flexible approach to problem - Solving Strong sense of ownership and accountability for work Self-motivated and able to work autonomously Keen attention to detail Strong communication...
-
Sales Intern
4 weeks ago
Calgary, Canada AGF Management Limited Full timeAbout AGF: - Founded in 1957, AGF Management Limited is an independent and globally diverse asset management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, private capital, and high-net-worth businesses. Our suite of diverse investment solutions extends globally to a wide...
-
Private Banker
7 months ago
Calgary, Canada CWB Financial Group Full timeAt CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important...
-
Sales Associate
4 months ago
Calgary, Canada Scotiabank Full time**Requisition ID**: 204255 Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth...
-
Account Manager
1 week ago
Calgary, Canada Luxedujour Full timeLuxe Du Jour is a Calgary-based luxury consignment company offering an incredible selection of pre-loved, professionally authenticated designer handbags. We are looking for an individual with a passion for fashion and luxury designer goods who wants to grow with the company in a fast paced environment. **Responsibility** - Promoting the brand Luxe Du...
-
Architectural & Design Sales Representative
7 months ago
Calgary, Canada Olympia Tile & Stone Full time**Job Summary** **Olympia Tile** is a ceramic tile wholesale distribution operation in Canada and the United States. Olympia has more than 50 distribution, showroom, and manufacturing facilities occupying overall greater than 4.2 million square feet of warehousing to accommodate the most comprehensive range of products and the largest supply-ready...
-
Strategic Development Program Trainee
5 months ago
Calgary, Canada Independent Supply Company Full time**Company Description** Independent Supply Company (ISC) is a premier Canadian wholesale supplier of Heating, Ventilation, Air Conditioning & Refrigeration products. As part of EMCO Corporation, ISC subscribes to strong core values that impact our decisions and actions on a daily basis. Our decentralized business model fosters an entrepreneurial atmosphere,...
-
Branch Manager
6 months ago
Calgary, Canada Sinclair Supply Full timeSinclair Supply Ltd., a leader in the wholesale distribution of HVACR products, has been proudly serving our employees, industry, and customers since 1946. Come join our team of likeminded individuals, and experience an outstanding company culture filled with growth-oriented opportunities. Why You’ll Love Us **Outstanding company culture.** We run on the...
-
Leading Sales Strategist for Alberta Territory
1 month ago
Calgary, Alberta, Canada Doman Building Materials Group Ltd Full timeEstimated Annual Salary: $100,000 - $120,000As a Sales Manager, you will be responsible for leading and developing a high-performing team of Account Managers in Alberta. This role involves overseeing day-to-day activities, ensuring team performance aligns with sales targets, and fostering a collaborative culture.About the Role- Develop and implement short-...