District VP, Guaranteed Wealth Solutions Sales- External Wholesaler

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a District VP, Guaranteed Wealth Solutions Sales – External Wholesaler based in Canada.

The District Vice President will lead regional sales growth and asset retention across a portfolio of guaranteed wealth solutions, including segregated funds, Guaranteed Interest Accounts, and annuities. This entrepreneurial sales role focuses on building and expanding a territory through strategic business planning, advisor acquisition, and long-term relationship development. You will identify opportunities to help financial advisors address client needs related to retirement income, estate planning, wealth accumulation, and intergenerational wealth transfer. Working closely with internal wholesalers and business development partners, you will deliver practical insights and tailored investment solutions that strengthen advisor practices. The position requires a proactive, commercially minded professional who can turn market opportunities into sustainable business results. Success will be measured through sales performance, advisor engagement, asset retention, and the quality of the relationships and business developed.

Accountabilities

Own regional business performance: Develop and execute a regional business plan aligned with sales targets, advisor development priorities, and market opportunities.

• Take full ownership of territory strategy, pipeline management, and business results, using data and market insights to prioritize activities and resources.

• Achieve product-specific and regional sales objectives across segregated funds, Guaranteed Interest Accounts, and annuity solutions.

• Generate new business: Prospect strategically and establish relationships with financial advisors who have strong potential for guaranteed wealth solutions.

• Identify opportunities beyond individual product sales by understanding advisors' practices and their clients' needs around guarantees, retirement income, estate planning, and wealth transfer.

• Bring advisors relevant ideas, market insights, and business-development strategies that help them grow their practices and better serve clients.

• Convert identified opportunities into sales and develop relationships that support long-term business growth.

• Build trusted advisor partnerships: Maintain strong knowledge of guaranteed wealth products and the wider investment and competitive landscape.

• Translate complex investment and insurance concepts into clear, compelling client-focused stories rather than relying solely on technical product features.

• Deliver effective presentations and practice-development discussions tailored to advisor needs.

• Listen actively, ask thoughtful questions, and understand each opportunity before recommending solutions.

• Collaborate across the business: Establish a productive working relationship with the internal wholesaler and Business Development Associate, aligning priorities, responsibilities, and performance objectives.

• Partner with field teams across investment, insurance, banking, and key account relationships to improve advisor and client outcomes.

• Share successful practices, insights, and lessons with colleagues while contributing to the continuous improvement of the broader sales organization.

• Demonstrate individual accountability while supporting a collaborative, team-oriented approach to business development.

Requirements

• At least 5 years of investment sales or relevant financial services experience.

• Strong understanding of the Canadian financial services industry and capital markets.

• Experience working with insurance-licensed financial advisors and investment solutions.

• Knowledge of segregated funds, Guaranteed Interest Accounts, and annuities.

• Familiarity with mutual funds, exchange-traded funds (ETFs), and other investment products is an asset.

• University degree or equivalent business experience.

• Completion of the Investment Funds in Canada (IFIC) course or Canadian Securities Course (CSC) is preferred.

• Strong presentation, verbal communication, and relationship-building skills.

• Demonstrated ability to prospect, develop a sales territory, acquire new advisor relationships, and move opportunities through a sales pipeline.

• Strong business planning, organization, and prioritization capabilities, supported by effective use of data and market insights.

• Entrepreneurial mindset, personal accountability, and motivation to build new business rather than simply maintain existing relationships.

• Ability to understand complex investment and insurance concepts and communicate them in accessible, compelling language.

• Strong listening skills, curiosity, sound judgment, and confidence in challenging conventional approaches when appropriate.

• Resilience, adaptability, and comfort working in a changing business environment.

• Collaborative approach and ability to influence stakeholders and build trust without relying on formal authority.

• Commitment to continuous learning, professional development, and improving sales performance.

Benefits

• Remote flexibility: Fully remote working arrangement for eligible employees in Ontario or Alberta.

• Incentive compensation: Opportunity to participate in incentive programs, with compensation linked to individual and business performance.

• Customizable health coverage: Eligible employees can access health, dental, vision, and mental health benefits.

• Insurance protection: Short- and long-term disability, life, and accidental death and dismemberment (AD&D) coverage.

• Wellness and family support: Wellness benefits, employee and family assistance programs, and adoption and surrogacy support.

• Retirement savings: Access to eligible retirement savings plans, including pension arrangements and a global share ownership plan with employer matching contributions.

• Financial resources: Financial education and counseling support.

• Paid time off: Canadian paid time off provisions include holidays, vacation, personal and sick days, as well as statutory leaves of absence.

• Career development: Opportunities to learn, grow, and contribute within a global financial services environment.

• Inclusive workplace: A commitment to diversity, equal opportunity, accessibility, and reasonable accommodations throughout the recruitment process.

• Salary: Compensation varies according to location, market conditions, qualifications, experience, and other job-related factors. A specific salary range was not provided for this posting.

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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