Conseiller.ère en prêts d’investissement bilingue in Canada Creek, Nova Scotia at Jobgether

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Conseiller.ère en prêts d’investissement bilingue based in Canada.

This role sits at the intersection of sales, advisory services, and financial strategy within a high-performing territory-based model. You will act as a key growth partner to financial advisors by promoting specialized lending solutions that enhance investment strategies and client outcomes. The position combines relationship management, consultative selling, and data-driven planning to expand adoption of investment loan products. Working in a fast-paced, target-oriented environment, you will be responsible for driving engagement, enabling advisor success, and supporting revenue growth across assigned markets. This is a highly collaborative role involving cross-functional coordination, strategic planning, and ongoing market education. Ideal for a bilingual professional with strong sales instincts and financial acumen, this position offers significant exposure to wealth management ecosystems and strategic lending products.

In this role, you will be responsible for driving the adoption and growth of investment lending solutions within a defined territory while acting as a trusted advisor to financial professionals.

• Develop, manage, and grow relationships with financial advisors across mass market and affluent segments through regular outreach and strategic engagement
• Drive sales activity by conducting high-volume outbound calls, meetings, and virtual engagements to promote investment lending strategies and solutions
• Educate advisors on how leveraged investing and insurance-backed lending can support client acquisition and portfolio growth
• Use CRM tools (such as Salesforce) and data insights to identify opportunities, manage pipelines, and track performance against sales targets
• Support advisors in application processes, troubleshoot issues, and ensure smooth execution of lending transactions
• Build and execute territory business plans, including forecasting, reporting, and performance analysis aligned with revenue objectives
• Contribute to marketing initiatives such as webinars, campaigns, events, and advisor engagement programs to drive product awareness and adoption
• Collaborate with internal stakeholders across wealth, insurance, and lending teams to optimize strategy and advisor experience
• Ensure compliance with regulatory, banking, and internal policies including AML and KYC requirements
• Participate in training, mentoring initiatives, and continuous improvement efforts across the sales organization

This position requires a strong mix of sales capability, financial knowledge, and relationship-building skills, ideally developed within banking, insurance, or wealth management environments.

• Post-secondary education or equivalent experience in financial services, banking, insurance, or related fields
• 2+ years of experience in sales, business development, or client acquisition, with demonstrated ability to grow a customer base
• Bilingual proficiency in English and French (spoken and written) is required or highly valued depending on market coverage
• Strong understanding of sales processes, territory management, and business planning
• Experience analyzing sales data, reports, and performance metrics to inform strategy and decision-making
• Familiarity with CRM systems such as Salesforce and proficiency in Microsoft Office tools (Excel, PowerPoint, Word)
• Excellent communication and interpersonal skills with the ability to influence and build trust with financial professionals
• Strong analytical mindset with the ability to interpret financial and market information effectively
• Self-motivated, goal-oriented, and comfortable working in a high-performance, target-driven environment
• Interest in financial products, investment strategies, and advisory ecosystems

• Competitive base salary combined with performance-based incentives and sales commissions
• Comprehensive health benefits including medical, dental, vision, and mental health coverage
• Retirement savings plans and financial wellness programs
• Flexible remote work arrangements within Canada
• Paid vacation, personal days, and sick leave
• Learning and professional development opportunities to support career growth
• Inclusive and flexible work culture focused on wellbeing and continuous development
• Employee support programs and access to financial planning resources