External Wholesaler, Guaranteed Wealth Solutions – Entrepreneurial Channels

📋 Description

• Develop and execute a territory sales and business development strategy targeting independent
• Achieve ambitious sales targets and annual production objectives.
• Establish relationships with new advisors while strengthening and expanding existing partnerships.
• Analyze the advisor landscape to identify high-potential practices and develop targeted growth
• Conduct needs-based, consultative sales conversations to position guaranteed wealth solutions
• Help advisors identify opportunities involving wealth accumulation, retirement planning, guaranteed

🎯 Requirements

• Post-secondary degree or diploma in business, finance, economics, or a related field, or an
• At least 5 years of demonstrated success in financial services sales, wholesaling, business
• Strong understanding of the Canadian financial services industry, advisor distribution models, and
• Experience selling or supporting wealth management, investment, insurance, retirement, or
• Solid knowledge of investment and retirement markets, with the ability to translate complex product
• Successful completion of IFIC, CSC, or another relevant industry education program or accreditation.

🎁 Benefits

• Fully remote work arrangement in British Columbia.
• Competitive compensation based on local market conditions, experience, qualifications, and skills.
• Eligibility for incentive compensation linked to individual and organizational performance.
• Customizable employee benefits, including medical, dental, vision, mental health, life, and
• Employee and family assistance programs.
• Retirement savings options, including pension plans and an employee share ownership program with