Business Development Consultant generating interest in LiveHappy Initiative’s leadership and personal development programs. Managing prospective - client conversations and follow - up through established digital systems.
About the role
- Business Development Representative promoting Wealthsimple’s investing, trading, banking, and financial products. Building pipelines, qualifying leads, and meeting deposit quotas through consultative sales.
Responsibilities
- Engage with internally sourced and sales-sourced leads by phone, email, and SMS
- Assess whether clients can self-serve or require human sales support
- Promote Wealthsimple’s value proposition as the first point of contact
- Use a needs-based sales approach to uncover client needs and position products and services
- Conduct structured discovery to understand clients’ complete financial picture and identify consolidation and wallet-share opportunities
- Identify cross-sell opportunities through daily client interactions
- Build and manage a personal pipeline through referrals and dormant opportunities
- Prioritize products aligned with business priorities, such as margin accounts, active trading, and cash balances
- Nurture and qualify prospective clients through the full sales cycle through completion
- Achieve monthly Net Deposit quotas and daily outbound activity KPIs
Requirements
- 2–4 years of experience in a sales role, ideally with a consultative or discovery-based component
- Financial services or SaaS background preferred
- Undergraduate or post-secondary degree in a related field
- Working financial literacy across account types, including registered vs. non-registered and borrowing vs. deposit products
- Experience with sales technology such as Salesforce, Salesloft, Gong, or equivalents
- Consultative discovery skills
- Strong written and verbal communication
- Comfort using AI tools for productivity
- Experience working toward goals or sales targets
- Resilience handling rejection and objections
- Resourcefulness and adaptability
- Strong sales and business acumen
- Canadian Securities Course (CSC) or Investment Funds in Canada (IFC) completion or progress recommended
- Legally eligible to work in Canada
- Cold-calling experience in a sales-driven environment
Benefits
- Top-tier health benefits and life insurance
- Long-term group savings with employer match, through Wealthsimple for Business
- 20 vacation days
- 4 wellness days
- Unlimited sick and mental health days per year
- Work outside Canada for up to 90 days per year
- Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
- Equity compensation for permanent employees
- Commission compensation
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