District Vice President Wealth Sales
Jobgether
Lead Canadian guaranteed wealth sales through advisor acquisition, territory strategy, and relationship development in this external wholesaler role. Build regional growth and asset retention.The District Vice President will grow segregated funds, Guaranteed Interest Accounts, and annuity solutions. This senior sales role requires investment sales experience, business planning, and market insight. You will help advisors address retirement income, estate planning, wealth accumulation, and intergenerational wealth transfer needs.Key Responsibilities:
Develop regional business plans aligned with sales targets and opportunitiesManage territory strategy, pipelines, activities, and business resultsProspect and acquire financial advisor relationshipsPresent tailored investment solutions and practice-development strategiesCollaborate with internal wholesalers and business development partnersRequirements:
At least five years of investment sales experienceUnderstanding of Canadian financial services and capital marketsExperience with insurance-licensed advisors and investment solutionsKnowledge of segregated funds, Guaranteed Interest Accounts, and annuitiesStrong presentation, communication, and relationship-building skillsApply territory leadership, advisor development, and guaranteed wealth expertise to grow sustainable Canadian sales and retain assets.
#J-18808-Ljbffr
Develop regional business plans aligned with sales targets and opportunitiesManage territory strategy, pipelines, activities, and business resultsProspect and acquire financial advisor relationshipsPresent tailored investment solutions and practice-development strategiesCollaborate with internal wholesalers and business development partnersRequirements:
At least five years of investment sales experienceUnderstanding of Canadian financial services and capital marketsExperience with insurance-licensed advisors and investment solutionsKnowledge of segregated funds, Guaranteed Interest Accounts, and annuitiesStrong presentation, communication, and relationship-building skillsApply territory leadership, advisor development, and guaranteed wealth expertise to grow sustainable Canadian sales and retain assets.
#J-18808-Ljbffr
Vacancy posted more than 2 months ago
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