Sales Associate, Investments
Assumption Life - 5 Jobs
Montreal, QC | Quebec City, QC | Calgary, AB | Toronto, ON
Job Details:
Benefits:
The Sales Associate, Investments works closely with the Wholesaler / Business Development Director (BDD) to achieve the territory's sales objectives, strengthen advisor relationships, develop new business opportunities, and support the execution of the territory business plan.
This is a proactive role focused on sales growth and relationship management. The incumbent contributes to generating new business opportunities, growing the sales pipeline, and delivering an exceptional advisor experience and high-quality service. They also help increase the company's visibility and support business growth within their territory.
This position is fully remote. There are currently two opportunities available:
- Quebec Market (Quebec City or Montreal)
- Ontario and Western Canada Market (Toronto or Calgary)
- Support the Business Development Director (BDD) in achieving sales objectives and executing the territory business plan.
- Drive sales growth by generating new business opportunities, prospecting new advisors, and strengthening existing relationships.
- Provide exceptional consultative support to financial advisors and serve as a key resource for product, process, and sales tool inquiries.
- Manage sales activities, advisor relationships, and maintain accurate and up-to-date records in the CRM.
- Collaborate with internal teams to deliver an outstanding advisor experience.
- Support advisor development initiatives through the coordination of training sessions, events, and marketing activities.
- College diploma or university degree in Business Administration or a related field.
- Minimum of 5 years of experience in the financial services and investment industry.
- Minimum of 3 years of experience in the internal or external sales of investment products.
- Excellent verbal and written communication skills in both French and English.
- Strong sales orientation and ability to develop and maintain business relationships.
- Proactive, results-driven approach with a focus on achieving objectives.
- Excellent communication, organizational, and prioritization skills.
- Strong attention to detail and commitment to thorough follow-up.
- Collaborative mindset, initiative, and strong sense of accountability.
- Excellent advisor service, problem-solving, and relationship-building skills.
If this opportunity aligns with your career aspirations and you are looking to play a key role in our company's continued growth and success, we encourage you to apply by Monday October 12, 2026.
- The chance to be part of a dynamic, high-performing team that adheres to the following ethical values: leadership, collaboration, trust and commitment;
- Training and development opportunities;
- A comprehensive benefits package including a competitive salary, bonus, pension and benefits;
- A paid volunteer day;
- Time off to care for family members and pets.
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