🛠 Tech Stack

💼 About This Role

You'll act as a key expert in specialized lending solutions, helping financial advisors integrate investment-backed loans into client strategies. You'll develop and expand relationships across a defined territory, supporting advisors in growing their business through tailored credit solutions. This role combines high-volume outreach, consultative selling, and strategic account development in a fast-paced financial services environment.

🎯 What You'll Do

• Develop and manage relationships with financial advisors to promote specialized lending solutions
• Conduct high-volume outbound engagement to present lending strategies and support deal closure
• Organize training sessions to increase product adoption and advisor capability
• Analyze sales data and territory performance to achieve sales targets

📋 Requirements

• Post-secondary education or equivalent in banking, financial services, or insurance
• Minimum 2 years of experience in sales, business development, or client acquisition
• Strong ability to build and maintain professional relationships with diverse stakeholders
• Bilingualism (French and English) is highly preferred

✨ Nice to Have

• Familiarity with CRM tools such as Salesforce
• Interest in financial products, lending strategies, and wealth management solutions
• Additional languages are an asset

🎁 Benefits & Perks

• 💰 Performance-based incentives and bonus opportunities
• 🏥 Comprehensive health, dental, vision, and mental health coverage
• 🏖️ Paid vacation, personal days, and generous leave policies
• 🏡 Flexible remote work arrangement
• 📚 Learning, training, and career development opportunities

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Call· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Final Round· 60 min