Bilingual Director Of Wealth Development Montreal

Bilingual Director Of Wealth Development Montreal

27 Sep
|
Socket.dev
|
Montreal

27 Sep

Socket.dev

Montreal

Join Canada Life as a Bilingual Director of Wealth Development, focusing on expanding the wealth business. This position involves strategic partnerships and robust advisor engagement in a hybrid work model. As a key player at Canada Life, you will enhance advisor activation and identify current growth opportunities for wealth solutions.

Your ability to simplify and present wealth concepts will aid in advisor training and relationship management. Being responsive to advisor needs during evenings and weekends is essential to thrive in this role. Key Responsibilities:
Scale the wealth business through effective partnerships
Achieve and exceed regional sales growth targets
Engage advisors through various communication methods




Conduct training and presentations on wealth solutions
Manage follow-up on sales opportunities through CRM Requirements:
Bilingual in French and English for effective communication
Minimum 5 years of wealth sales or financial services experience
Relationship-building and business development expertise
Proficient in Salesforce CRM or other tools
Knowledgeable in investment products and advisor needs Bring your expertise in wealth development and bilingual skills to enhance the success of Canada Life’s advisor partnerships.

📌 Bilingual Director Of Wealth Development Montreal
🏢 Socket.dev
📍 Montreal

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