We’re looking for a Founding Account Executive to bring a brand-new, end-to-end wealth platform to the Canadian market. You’ll be responsible for establishing the Canadian market, building relationships with major wealth managers, banks and financial institutions, and turning those connections into new opportunities. We’re looking for a true hunter and builder with a strong network across the Canadian wealth ecosystem, the credibility to engage C-suite executives and the drive to build and grow the business.

This is not a traditional Account Executive role. You’ll have ownership of the Canadian sales strategy, territory and pipeline, working directly with senior leadership to establish the market and drive commercial growth.

Own the Market: This is true greenfield sales. You’ll be responsible for identifying and winning new business, opening doors with major financial institutions and shaping the Canadian go-to-market strategy. This is a role for someone who is comfortable navigating complex enterprise sales and influencing decisions at the highest level.

You’ll be the commercial expert in the Canadian market, developing a deep understanding of the platform and confidently positioning its value with senior decision-makers and C-suite executives. Build strong relationships with C-suite leaders across Canada’s wealth management sector.



Leverage industry connections and networking to uncover and develop new business opportunities.

Drive new-logo acquisition and lead complex sales cycles from initial prospecting through to close. Engage and influence multiple stakeholders while coordinating internal teams including Product, Marketing and Customer Success. Stay informed on competitor offerings and market activity.

Lead commercial negotiations and maintain accurate pipeline and sales activity records. Partner with Implementation and Customer Success teams to ensure a seamless transition and long-term client value. Strong understanding of the wealth management and financial services industry.

Experience selling technology to wealth management, banking, asset management or similar organizations. Strong network of senior decision-makers across the Canadian wealth management industry.

Experience selling directly to C-suite and executive-level stakeholders. Proven ability to hunt for and win new business in a build-from-the-ground-up environment.

Experience managing complex, multi-stakeholder sales cycles. Entrepreneurial, self-driven and comfortable building a business from the ground up. If you’re an entrepreneurial sales professional who wants to build something excellent and make a real impact, this is your opportunity. Join an exceptional leadership team and help shape the future of wealth technology in Canada. #

📌 Account Executive, Target Sales (Toronto)
🏢 Morgan Mckinley
📍 Toronto