Sales Associate, Investments

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The Opportunity

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)

What you'll do

Responsibilities

• 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.

What you'll need

Qualifications

• 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.

A little bit about us

Assumption Life

At Assumption Life, we value the development of our employees in diversified and inclusive work teams that foster creative thinking and innovation.

Assumption Life is deeply committed to its community's development

Founded in 1903 in Massachusetts, Assumption Life is the result of a group of people who want to take their destiny into their own hands. Their goal was simple: to ensure the prosperity of Acadian families in New England. Since its inception, Assumption Life has continued to making difference beyond the borders of l'Acadie for all families across Canada. Our Company, which began as a great idea 122 years ago, is now one of the largest mutual life insurance and financial services companies in Canada. Today, this culture of generosity and commitment is demonstrated by our employees. Whether it is helping out at special events, raising funds for charities or, helping people in need, Assumption Life employees are very committed to their community and are always ready to help.

An employer of choice

We ensure competitive salaries, as well as performance-based bonuses, generous benefits and flexibility in our policies and practices to respond to the needs of our employees.

Assumption Life is committed to creating a diverse environment and is proud to be an equal opportunity employer. We extend employment regardless of race, color, ancestry, religion, sex, national or ethnic origin, sexual orientation, age, citizenship, marital status, family status, genetic characteristics, disability, gender identity or gender expression, status of a pardoned person, social condition or political activity. If you have a disability or special need that requires accommodation for an interview, please let us know by emailing [email protected]

Are you interested?

Work With Us

• 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.