External Wholesaler, Guaranteed Wealth Solutions – Entrepreneurial Channels.

Accountabilities

You will lead territory growth and advisor engagement by developing strategic relationships, identifying new business opportunities, and positioning guaranteed wealth solutions effectively. Key responsibilities include:

• Develop and execute a territory sales and business development strategy targeting independent financial advisors across British Columbia.

• 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 strategies.

• Conduct needs-based, consultative sales conversations to position guaranteed wealth solutions effectively.

• Help advisors identify opportunities involving wealth accumulation, retirement planning, guaranteed income, and client protection.

• Provide advisors with relevant ideas, insights, and strategies to grow their businesses and improve client outcomes.

• Deliver engaging presentations, educational sessions, webinars, and client-facing seminars.

• Collaborate with internal wholesalers and broader sales teams to increase advisor engagement and drive business results.

• Partner with distribution, product, marketing, and other internal teams to deliver coordinated support and solutions.

• Maintain consistent virtual and in-person contact with advisors, managing sales opportunities and activities through contact management systems.

• Share successful sales practices, market intelligence, and business development strategies with colleagues.

• Represent the organization at advisor conferences, industry events, and other channel activities.

• Travel regularly throughout the assigned territory and attend occasional evening or weekend advisor events.

Requirements

The ideal candidate combines financial services sales expertise with strong relationship-building abilities, commercial awareness, and an entrepreneurial approach to business development. The following qualifications and capabilities are expected:

• Post-secondary degree or diploma in business, finance, economics, or a related field, or an equivalent combination of education and relevant experience.

• At least 5 years of demonstrated success in financial services sales, wholesaling, business development, or a comparable advisor-facing role.

• Strong understanding of the Canadian financial services industry, advisor distribution models, and the needs of independent financial advisors.

• Experience selling or supporting wealth management, investment, insurance, retirement, or guaranteed wealth solutions.

• Solid knowledge of investment and retirement markets, with the ability to translate complex product concepts into clear, compelling solutions for advisors and clients.

• Successful completion of IFIC, CSC, or another relevant industry education program or accreditation.

• Proven ability to develop new business, build lasting professional relationships, and consistently achieve ambitious sales targets.

• Strong relationship development, consultative selling, prospecting, and negotiation skills.

• Strategic territory management, business planning, and commercial decision-making capabilities.

• Confidence in advisor engagement, influencing, presentations, and facilitation.

• Excellent communication and active listening skills.

• Creative thinking, strong organizational abilities, and a collaborative approach to working across teams.

• High motivation and an entrepreneurial mindset, with the ability to thrive in a fast-paced, growth-oriented environment.

• Willingness and ability to travel regularly throughout British Columbia and participate in occasional evening or weekend events.

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 disability coverage.

• Employee and family assistance programs.

• Retirement savings options, including pension plans and an employee share ownership program with employer matching contributions.

• Financial education and advisory resources.

• Paid vacation, public holidays, personal days, and sick leave.

• Access to eligible statutory leaves and additional leave programs.

• Flexible work environment focused on employee well-being and inclusion.

• Learning and professional development opportunities to support long-term career growth.

• Recognition and support within a global, collaborative team.