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Location
Montreal, Quebec, Canada
Posted
March 16, 2026

Job Description

Is this role right for you?

In this role you will:
  • Manage a defined territory to generate sales and develop new business

  • Lead by establishing long lasting relationships, servicing existing clients and prospecting for new ones.

  • Use their in-depth knowledge of our products, their practice management skills and their interpersonal skills to increase sales and retain assets.

  • Arrange one-on-one, group and/or branch meetings with financial advisors to promote company products and services (20 meetings a week);

  • Assign daily tasks to the ISR and the SA for follow up;

  • Schedule and Host Events, Roadshows and Manager Meetings;

  • Develop a strategic business plan for the year and reviews it quarterly with the team to increase sales from advisors within the territory;

  • Segmentation of the client base to define the service levels and to ensure sales from various distribution channels and firms (1-250);

    • Job Details

    • Job Type
      Full-time
    • Category
      Top Executives
    • Date Posted
      March 16, 2026
    • Application Deadline
      April 25, 2026