About the Role

You will build strong and lasting business relationships with our clients by identifying, selling and cross‑selling opportunities, and measuring client satisfaction. This position will operate out of our Toronto office and will cover the Greater Toronto Area and Thunder Bay, including client office visits on an as‑needed basis.

Responsibilities

• Contribute to the development of specific account and business plans that incorporate growth from both existing and prospective clients, identifying the client, product mix, and sales strategies to be deployed to maximize the team’s contribution to district targets.
• For a specific portfolio of clients, further develop account and business plans, and a call program that will grow sales, retain Advisors and add new Advisors to the district.
• Establish and maintain strong internal and external relationships to allow for the identification, optimization and realization of sales.