23 Oct
|
Common Wealth Retirement
|
Toronto
23 Oct
Common Wealth Retirement
Toronto
We are considering applicants from across Ontario, with a preference for candidates located within the Greater Toronto Area, Kitchener Waterloo, London, Ottawa or Hamilton to support in-office collaboration and in-person work with partners.
Common
Wealth exists to make retirement security accessible to all Canadians. As Canada’s fastest-growing group retirement provider, we serve over 1,800 employers and help tens of thousands of Canadians build long-term financial security. Since early 2024, our employer base has tripled, membership has grown 3.5 times, and assets under administration have quadrupled.
More than 80% of our employers are offering a retirement plan for the first time. Our award-winning platform makes it easy for employers of all sizes to offer competitive retirement benefits. We work closely with a fast-growing network of advisors and aim to be a real partner in growing their business.
This role is ideal for someone earlier in their sales career (~2–4+ years) who wants accelerated responsibility, a steep learning curve, and meaningful earning potential as part of a high-growth startup workplace. We follow a B2B consultative sales approach including tasks such as: live platform demos, leading webinars, in person training and we value relationship management over transactional selling. You’ll join a small, high-performing regional pod, where you’ll get strong support.
Advisor Relationship Management
Identify, build and maintain strong relationships with new group and wealth management advisors both within and outside of your territory. Deeply understand advisors’ business models and help them grow their group retirement business. Deliver clear,
compelling pitches and materials advisors can use with their employer clients.
Provide ongoing support and coaching to help advisors generate and advance opportunities. Stay consistently visible to advisors through outreach, meetings, events, and follow-ups. Lead advisor education, including lunch-and-learns, webinars, and our GRS Sales Bootcamp series.
Support active opportunities from existing advisor relationships, ensuring a smooth path to plan kickoff. Present to senior decision-makers, such as business owners and HR leaders, often alongside the advisor. Work with our Implementation and Account Management teams to ensure smooth onboarding and a strong employer experience.
Keep your pipeline and activity current in HubSpot so forecasts are accurate. You thrive with autonomy, staying motivated and accountable without close supervision. Valid driver’s licence and a vehicle to travel within your region for advisor meetings, employer presentations, and events Background in group benefits, retirement services, or financial services.
In addition to a competitive salary, you will receive health and dental benefits, life insurance, a Health Spending Account, a 5% employer match into one of our award-winning group retirement plans. Our growing team combines deep expertise in the key disciplines necessary to help our customers achieve retirement success. Join a mission-driven company transforming retirement in Canada ~ Competitive base salary of $80,000 to $90,000, plus commission, with on-target earnings of approximately $120,000 ~ Medical, dental, and vision benefits ~ Health Spending Account ~5% employer match into our group retirement plan ~4 weeks of vacation #
📌 Account Executive, Technical Services (Toronto)
🏢 Common Wealth Retirement
📍 Toronto