The role focuses on educating mass market financial advisors on investment lending strategies to help them grow their practices
Job Summary
The role focuses on educating mass market financial advisors on investment lending strategies to help them grow their practices.
Employees are expected to make 40 daily calls to advisors while utilizing AI-powered technologies and Salesforce for lead management.
The company offers a competitive salary range between $85,500 and $125,500 CAD along with comprehensive benefits and sales incentives.
Matching Summary
The role focuses on educating mass market financial advisors on investment lending strategies to help them grow their practices.
Salary
Base: $85,500.00 - $125,500.00 CAD; Bonus/Equity: Sales incentive compensation based on performance; Benefits: Health, dental, pension, and paid time off included
Skills & Requirements
Must-have
Bilingual English and French proficiency required
Cold calling 40 times per day to advisors
Investment and RSP loan product knowledge
Territory management and business planning skills
Sales data analysis and reporting capabilities
Nice-to-have
Experience with Salesforce and Power BI platforms
Background in banking or insurance sectors
Ability to mentor new team members
Strong interpersonal relationship building skills
Passion for continuous learning and development
Key Requirements
Minimum 2 years of client base growth experience
Post-secondary education or equivalent work experience