Sales

• Drive growth within the Advisor Wealth Technology segment by targeting advisory groups of 25–500 advisors, managing the full sales cycle from prospecting through negotiation and close.
• Build a deep understanding of the Canadian mid-market landscape (including AGAs, MGAs, MFDA and IIROC-regulated firms) and develop account-based sales strategies tailored to priority organizations.
• Develop and nurture strategic relationships across wholesale distribution networks, industry associations, and key referral partners.
• Establish partnership pathways with advisory firms where direct sales are not immediately feasible.
• Identify and participate in high-value industry conferences and events aligned to the 25–500 advisor market.
• Create differentiated sponsorship opportunities and contribute to webinars, workshops, case studies, and other thought-leadership initiatives showcasing product value.
• Execute multi-channel outreach campaigns informed by market research, advisor pain points, and relevant business triggers.
• Articulate a compelling value proposition that clearly differentiates the offering within a competitive landscape.
• Translate complex technical concepts into clear, actionable insights that resonate with diverse buyer types.
• Develop mid-market-specific messaging tailored to compliance, sales efficiency, and operational productivity priorities.
• Manage the entire sales pipeline, conduct regular business reviews, and deliver accurate revenue forecasts.
• Maintain clear rules of engagement with enterprise teams for accounts with centralization potential or large-scale opportunities.
• Collaborate closely with Customer Experience, Marketing, and Support teams to ensure seamless handoffs, aligned execution, and an exceptional customer journey.

Sales Director – Advisor Wealth Technology

Sales Representative

Partnerships Manager

Directeur de comptes

Bilingual Account Representative, Group Benefits