External Wholesaler, Wealth Solutions – Entrepreneurial Channels

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an External Wholesaler, Guaranteed Wealth Solutions – Entrepreneurial Channels based in Canada.

As an External Wholesaler, you will drive business growth and expand the adoption of guaranteed wealth solutions across the independent financial advisor market in British Columbia. You will build and strengthen relationships with advisors, helping them identify opportunities to enhance their practices and better address clients’ wealth accumulation, retirement, income, and protection needs. Through consultative selling, strategic territory management, and business development, you will contribute directly to ambitious sales and production objectives.

You will work closely with internal sales partners and cross‑functional teams to deliver tailored solutions and valuable market insights. This relationship‑driven role offers significant autonomy, regular advisor engagement, and the opportunity to make a meaningful impact in a competitive financial services environment.

You will lead territory growth and advisor engagement by developing strategic relationships, identifying new business opportunities, and positioning guaranteed wealth solutions effectively.

Key responsibilities include:

• Develop and execute a territory sales and business development strategy targeting independent financial advisors across British Columbia.
• Achieve ambitious sales targets and annual production objectives.
• Establish relationships with new advisors while strengthening and expanding existing partnerships.
• Analyze the advisor landscape to identify high‑potential practices and develop targeted growth strategies.
• Conduct needs‑based, consultative sales conversations to position guaranteed wealth solutions effectively.
• Help advisors identify opportunities involving wealth accumulation, retirement planning, guaranteed income, and client protection.
• Provide advisors with relevant ideas, insights, and strategies to grow their businesses and improve client outcomes.
• Deliver engaging presentations, educational sessions, webinars, and client‑facing seminars.
• Collaborate with internal wholesalers and broader sales teams to increase advisor engagement and drive business results.
• Partner with distribution, product, marketing, and other internal teams to deliver coordinated support and solutions.
• Maintain consistent virtual and in‑person contact with advisors, managing sales opportunities and activities through contact management systems.
• Share successful sales practices, market intelligence, and business development strategies with colleagues.
• Represent the organization at advisor conferences, industry events, and other channel activities.
• Travel regularly throughout the assigned territory and attend occasional evening or weekend advisor events.

The ideal candidate combines financial services sales expertise with strong relationship‑building abilities, commercial awareness, and an entrepreneurial approach to business development. The following qualifications and capabilities are expected:

• Post‑secondary degree or diploma in business, finance, economics, or a related field, or an equivalent combination of education and relevant experience.
• At least 5 years of demonstrated success in financial services sales, wholesaling, business development, or a comparable advisor‑facing role.
• Strong understanding of the Canadian financial services industry, advisor distribution models, and the needs of independent financial advisors.
• Experience selling or supporting wealth management, investment, insurance, retirement, or guaranteed wealth solutions.
• Solid knowledge of investment and retirement markets, with…