Manage investment accounts remotely across Eastern Canada, combining territory planning, market insight, and consultative relationship management.

In this Account Executive, Investments position, Empire Life assigns you to Retail Distribution’s Eastern Canada territory. You will create and execute annual business plans, monitor activity, and reassess priorities to achieve sales objectives. The work includes building long-term relationships with Distribution Partners and Financial Advisors, understanding competitive products, and supporting case development with internal partners.

Key Responsibilities:

- Build annual business plans with Senior Management and Sales
- Monitor territory activity and reassess plans regularly
- Maintain knowledge of market trends and competitor products




- Organize business, appreciation, and industry events
- Ensure product mix meets underlying client needs

Requirements:

- In-depth knowledge of segregated funds and estate planning
- Sound understanding of investment regulatory and compliance issues
- Excellent written and verbal communication skills
- Undergraduate degree required; business major an asset
- Regular travel, including possible overnight stays, is required

Apply strategic account management, investment expertise, and territory planning to support Empire Life’s regional sales objectives.

📌 Investment Distribution Account Manager (Canada)
🏢 Empire Life
📍 Canada