The Opportunity: At Equitable we believe great things happen when we work together. Were a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If youre passionate about making a difference and growing your career in an inclusive and collaborative environment wed love to hear from you. Our culture is built on care passion and curiosity. We put people above all else strive to be our best and welcome new ideas to deliver positive Investment Sales Director is a critical sales role within our investment this role you will be responsible for business development and account management exclusively for our World Financial Group channel of advisors. This will include providing educational presentations case consultation sales strategies product and marketing support to drive sales for the investment division of you driven proactive and have a passion for Investment Sales We want to hear from you!Join one of the regions top employers and be part of something that truly makes a Arrangements: While this role is home office based youll be expected to be on the road approximately 75% of the time with advisors. This time on the road will consist of visiting advisors in their offices attending conferences facilitating team trainings and occasionally attending events outside of the province of QC. Note: This role will require some evening and weekend work and does not follow a standard working youll do:Promoting our Guaranteed Investment Funds (GIF) seg fund product in the marketplaceDevelop and maintain strong relationships with insurance licensed or exceed sales targets and the number of productive advisor relationships for the Investment product relationships with producers through 1 on 1 meetings both over zoom and in person seminars and case consultationDeliver presentations to small and large groups of Advisors and distributorsTerritory includes the province of QC as well as the Ottawa regionWhat youll bring:Post-secondary education and/or applicable professional designation (i.e. CFP CLU CHFC TEP)Active life license in the province of QCMinimum 5 years of financial industry experience with experience in marketing to Independent Advisors in an investment insurance environmentPrevious sales and sales management experience requiredValid drivers license and well-maintained vehicle requiredStrong negotiation skillsProficiency using various office-based software including PowerPoint Outlook Word and ExcelSuperior time management and organizational skillsHighly developed interpersonal analytical and presentation (written and oral) skillsAbility to work varying schedules (including evenings and weekends) travel; including International travel may comprise up to 75% of the roleWhats in it for you:Career Growth: Regular learning sessions and developmentopportunitiesTotal Rewards: Competitive sales incentive program car allowance work travel expense program annual salary reviews employer-paid benefits and pensionmatchingTime Away: Competitive vacation plus one paid volunteer day each yearFlexibility: Healthy work-life balance with employee wellness always top of mind complemented by a dress for your day approachAt Equitable were committed to fair pay and an inclusive accessible hiring experience. If you need accommodations or alternative formats at any stage just reach out to us at Were happy to base pay will be based on your skills qualifications experience and addition to your salary this role is eligible for a sales incentive program plus a wide range of competitive youre selected to move forward our Talent Acquisition team will walk you through all the details of our total rewards program so you know exactly whats To: WFG Investment Sales Vice PresidentDepartment: Individual Wealth Term: Permanent Full-TimeLocation: Montreal
Required Experience:
Director
The Opportunity: At Equitable we believe great things happen when we work together. Were a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If youre passionate about making a difference and growing your career in an inclus...
The Opportunity: At Equitable we believe great things happen when we work together. Were a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If youre passionate about making a difference and growing your career in an inclusive and collaborative environment wed love to hear from you. Our culture is built on care passion and curiosity. We put people above all else strive to be our best and welcome new ideas to deliver positive Investment Sales Director is a critical sales role within our investment this role you will be responsible for business development and account management exclusively for our World Financial Group channel of advisors. This will include providing educational presentations case consultation sales strategies product and marketing support to drive sales for the investment division of you driven proactive and have a passion for Investment Sales We want to hear from you!Join one of the regions top employers and be part of something that truly makes a Arrangements: While this role is home office based youll be expected to be on the road approximately 75% of the time with advisors. This time on the road will consist of visiting advisors in their offices attending conferences facilitating team trainings and occasionally attending events outside of the province of QC. Note: This role will require some evening and weekend work and does not follow a standard working youll do:Promoting our Guaranteed Investment Funds (GIF) seg fund product in the marketplaceDevelop and maintain strong relationships with insurance licensed or exceed sales targets and the number of productive advisor relationships for the Investment product relationships with producers through 1 on 1 meetings both over zoom and in person seminars and case consultationDeliver presentations to small and large groups of Advisors and distributorsTerritory includes the province of QC as well as the Ottawa regionWhat youll bring:Post-secondary education and/or applicable professional designation (i.e. CFP CLU CHFC TEP)Active life license in the province of QCMinimum 5 years of financial industry experience with experience in marketing to Independent Advisors in an investment insurance environmentPrevious sales and sales management experience requiredValid drivers license and well-maintained vehicle requiredStrong negotiation skillsProficiency using various office-based software including PowerPoint Outlook Word and ExcelSuperior time management and organizational skillsHighly developed interpersonal analytical and presentation (written and oral) skillsAbility to work varying schedules (including evenings and weekends) travel; including International travel may comprise up to 75% of the roleWhats in it for you:Career Growth: Regular learning sessions and developmentopportunitiesTotal Rewards: Competitive sales incentive program car allowance work travel expense program annual salary reviews employer-paid benefits and pensionmatchingTime Away: Competitive vacation plus one paid volunteer day each yearFlexibility: Healthy work-life balance with employee wellness always top of mind complemented by a dress for your day approachAt Equitable were committed to fair pay and an inclusive accessible hiring experience. If you need accommodations or alternative formats at any stage just reach out to us at Were happy to base pay will be based on your skills qualifications experience and addition to your salary this role is eligible for a sales incentive program plus a wide range of competitive youre selected to move forward our Talent Acquisition team will walk you through all the details of our total rewards program so you know exactly whats To: WFG Investment Sales Vice PresidentDepartment: Individual Wealth Term: Permanent Full-TimeLocation: Montreal
Required Experience:
Director
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