District VP, Guaranteed Wealth Solutions Sales- External Wholesaler

Accountabilities • Own regional business performance: Develop and execute a regional business plan aligned with sales targets, advisor development priorities, and market opportunities.

• Take full ownership of territory strategy, pipeline management, and business results, using data and market insights to prioritize activities and resources.

• Achieve product-specific and regional sales objectives across segregated funds, Guaranteed Interest Accounts, and annuity solutions.

• Generate new business: Prospect strategically and establish relationships with financial advisors who have strong potential for guaranteed wealth solutions.

• Identify opportunities beyond individual product sales by understanding advisors' practices and their clients' needs around guarantees, retirement income, estate planning, and wealth transfer.

• Bring advisors relevant ideas, market insights, and business-development strategies that help them grow their practices and better serve clients.

• Convert identified opportunities into sales and develop relationships that support long-term business growth.

• Build trusted advisor partnerships: Maintain strong knowledge of guaranteed wealth products and the wider investment and competitive landscape.

• Translate complex investment and insurance concepts into clear, compelling client-focused stories rather than relying solely on technical product features.

• Deliver effective presentations and practice-development discussions tailored to advisor needs.

• Listen actively, ask thoughtful questions, and understand each opportunity before recommending solutions.

• Collaborate across the business: Establish a productive working relationship with the internal wholesaler and Business Development Associate, aligning priorities, responsibilities, and performance objectives.

• Partner with field teams across investment, insurance, banking, and key account relationships to improve advisor and client outcomes.

• Share successful practices, insights, and lessons with colleagues while contributing to the continuous improvement of the broader sales organization.

• Demonstrate individual accountability while supporting a collaborative, team-oriented approach to business development.

Requirements

• At least 5 years of investment sales or relevant financial services experience.

• Strong understanding of the Canadian financial services industry and capital markets.

• Experience working with insurance-licensed financial advisors and investment solutions.

• Knowledge of segregated funds, Guaranteed Interest Accounts, and annuities.

• Familiarity with mutual funds, exchange-traded funds (ETFs), and other investment products is an asset.

• University degree or equivalent business experience.

• Completion of the Investment Funds in Canada (IFIC) course or Canadian Securities Course (CSC) is preferred.

• Strong presentation, verbal communication, and relationship-building skills.

• Demonstrated ability to prospect, develop a sales territory, acquire new advisor relationships, and move opportunities through a sales pipeline.

• Strong business planning, organization, and prioritization capabilities, supported by effective use of data and market insights.

• Entrepreneurial mindset, personal accountability, and motivation to build new business rather than simply maintain existing relationships.

• Ability to understand complex investment and insurance concepts and communicate them in accessible, compelling language.

• Strong listening skills, curiosity, sound judgment, and confidence in challenging conventional approaches when appropriate.

• Resilience, adaptability, and comfort working in a changing business environment.

• Collaborative approach and ability to influence stakeholders and build trust without relying on formal authority.

• Commitment to continuous learning, professional development, and improving sales performance.

Benefits

• Remote flexibility: Fully remote working arrangement for eligible employees in Ontario or Alberta.

• Incentive compensation: Opportunity to participate in incentive programs, with compensation linked to individual and business performance.

• Customizable health coverage: Eligible employees can access health, dental, vision, and mental health benefits.

• Insurance protection: Short- and long-term disability, life, and accidental death and dismemberment (AD&D) coverage.

• Wellness and family support: Wellness benefits, employee and family assistance programs, and adoption and surrogacy support.

• Retirement savings: Access to eligible retirement savings plans, including pension arrangements and a global share ownership plan with employer matching contributions.

• Financial resources: Financial education and counseling support.

• Paid time off: Canadian paid time off provisions include holidays, vacation, personal and sick days, as well as statutory leaves of absence.

• Career development: Opportunities to learn, grow, and contribute within a global financial services environment.

• Inclusive workplace: A commitment to diversity, equal opportunity, accessibility, and reasonable accommodations throughout the recruitment process.

• Salary: Compensation varies according to location, market conditions, qualifications, experience, and other job-related factors. A specific salary range was not provided for this posting.

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