Toronto, On Licensed mutual fund Jobs – 17 Openings This Week

Distribution Account Manager
IVARI —Toronto, ON
- $98,000–$132,000 a year
- Full-time
- Presentation skills
- No university degree
- Communication skills
Quick apply
Distribution Account Manager
IVARI —Toronto, ON
- $98,000–$132,000 a year
- Full-time
- Bilingual
- English
- Presentation skills
Quick apply
Financial Services Associate - Mutual Fund Licensed (Six-Month Contract)
Meridian Credit Union —Toronto, ON
- $52,000–$78,000 a year
- Evenings as needed
- Microsoft Outlook
- Sales
- Microsoft Office
- Tuition reimbursement
- Paid time off
Investment Associate
Wellington-Altus Private Wealth Inc. —Toronto, ON
- $70,000–$90,000 a year
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Life insurance
Wealth Sales Coach
Meridian Credit Union —Etobicoke, ON
- $83,000–$98,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Sales
9d
Investment Advisor Associate
Raymond James Financial, Inc. —Toronto, ON
- $55,000–$60,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Finance
- Employee stock purchase plan
- Tuition reimbursement
Insurance and Wealth Associate, Prospr by Sun Life
Sun Life —Toronto, ON
- $51,000–$80,200 a year
- Full-time
- Bilingual
- Customer service
- Salesforce
- Employee stock purchase plan
- Disability insurance
8d
Developing Investment Advisor - Markham
TD Bank —Markham, ON
- $50,000–$100,000 a year
- Full-time
- Finance
- Bachelor's
- Business
- Paid time off
Developing Investment Advisor - Toronto
TD Bank —Toronto, ON
- $50,000–$100,000 a year
- Full-time
- Finance
- Bachelor's
- Business
- Paid time off
Associate Portfolio Manager
Edward Jones —Mississauga, ON
- $115,900–$197,300 a year
- Full-time
- Hybrid work
- Master's degree
- Bachelor's
- Construction
- Profit sharing
Funds Lawyer
Caravel Law LLP —Toronto, ON
Quick apply
Wealth Sales Director (External Wholesaler) – Greater Toronto Area North (FSB)
Sun Life —Toronto, ON
- $110,000–$180,000 a year
- Full-time
- Sales
- Finance
- Presentation skills
Branch Manager, Yonge & Sheppard Branch
Royal Bank of Canada —Toronto, ON
- Full-time
- Management
- Sales
6d

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Distribution Account Manager
IVARI —Toronto, ON
Develop and execute the Greatway distributor plan, identifying more profitable opportunities and developing action plans with sales and other area management.
$98,000–$132,000 a year
Quick apply
Distribution Account Manager
IVARI —Toronto, ON
Develop and execute the Brokerage distributor plan, identifying more profitable opportunities and developing action plans with sales and other area management.
$98,000–$132,000 a year
Quick apply

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Distribution Account Manager

IVARI -
Toronto, ON

Quick apply

Job details

Full-time
$98,000–$132,000 a year

Qualifications

Presentation skills
CSC
Communication skills
Marketing

Full job description

Department: Greatway

Location: Toronto

Welcome to ivari

Let us introduce ourselves. With 300+ employees across Canada, ivari is a company that’s making a difference in the world of life insurance. How? By finding and hiring employees who are passionate about helping people protect their families, and by giving them the best, most supportive workplace possible.

ivari is part of Sagicor Financial Corporation, a leading financial services provider with over 185 years of history operating across the Caribbean, US, and Canada. We offer a wide range of products and services, including life and health insurance, annuities, pension administration and investment services.

At ivari, everyone is welcome! It is our mission to attract, develop, and retain a workforce that is as diverse as the customers we serve and the communities in which we do business. We offer an inclusive and accessible work environment where all employees and customers feel valued, respected, and supported.

Here’s the job opportunity…

This position is a new vacancy.

The Distribution Account Manager is responsible for the strategic development of account relationships with ivari to optimize opportunities within accounts in achieving our revenue and expense objectives. Operating Nationally, this individual will be recognized as the primary face and liaison of ivari for the accounts they are assigned to both as it relates to Sales, facilitation with internal departments, internal/external communications as well as other B2B strategic initiatives.

You will:

Develop and execute the Greatway distributor plan, identifying more profitable opportunities and developing action plans with sales and other area management
Annually plan, recommend, implement and champion account sales plans/tactics for and with distributors
Develop and implement an account management process that outlines ivari sales and other support required. This includes event participation, budget allocation and contact rotation of all ivari personnel
Oversee Marketing Allowance allocation & ongoing management
Manage distributor relationship mapping between distributors and the company to improve beyond the sales level
Assist with overall Greatway Strategy implementation to stabilize and grow results
Collaborate inter-departmentally with ivari Web, Operations, Underwriting, Marketing, and Advisor Experience teams on various projects, communications, and value-add solutions
Ensure distributors fully aware of ivari key contact and appropriate department information
Proactively review sales practices including paid to written ratio, Lapsation, Persistency, HI-Lo, advisor debts, compliance related investigations and overall market conduct
Represent sales, distribution partners and advisors at various internal department projects and committees
Represent the Sales Business Unit for the Business Unit Compliance Liason (BUCL) committee and ensure business unit aligns with compliance and regulatory mandates and best practices
Work closely with compliance to identify any potential risks with the accounts as well as document processes and communicate with the assigned accounts for future compliance

What we are looking for…

A university graduate or equivalent work experience
Minimum of 7 years individual life insurance, and related product distribution experience
Integral knowledge of the Canadian life insurance middle market advisor
Proven ability to seek and identify new business opportunities with a focus on the middle market
Proven ability to build on existing business
Proven ability to develop and build on relationships with advisors/distributors
Career accomplishments should include consistent attainment of revenue and growth goals, and consistent recognition as a top performer relative to peers
Ability to forecast trends, which will drive distribution changes
Business acumen and entrepreneurial spirit
Excellent communication and presentation skills
Sound compliance management
Life licensed (preferred)
Mutual fund licensed (an asset)
CSC (an asset)

What we pay…

$98,000-$132,000+ a competitive sales bonus target paid out on a quarterly basis.

Who you are…

Someone who enjoys a culture where everyone is genuinely respectful and you can be your authentic self every day. Your contributions and opinions are not only sought, but valued. You know the importance of, and live by, our core values of…

Bringing clarity and focus to your work
Taking ownership and doing what you say you will
Remaining flexible
Collaborating with others

Does this sound like you? We’re looking for great people to join our team!

Our commitment to inclusivity is reflected in the safeguards, policies and commitments we have in place to remove barriers and provide equal opportunities to prospective and current employees, without discrimination.

To apply, please email your resume to: [email protected]

A Human Resources representative is available to consult with applicants who require accommodation in the application or recruitment process. Any information shared by the applicant about an accommodation will be treated as confidential. If you do require an accommodation, please email [email protected].

** ivari does not utilize AI in our recruitment process to screen, select, or assess applicants

Quick apply

Refine Your Search

licensed mutual fund jobs in toronto, on

Distribution Account Manager

Distribution Account Manager

Financial Services Associate - Mutual Fund Licensed (Six-Month Contract)

Investment Associate

Wealth Sales Coach

Investment Advisor Associate

Insurance and Wealth Associate, Prospr by Sun Life

Developing Investment Advisor - Markham

Developing Investment Advisor - Toronto

Associate Portfolio Manager

Funds Lawyer

Wealth Sales Director (External Wholesaler) – Greater Toronto Area North (FSB)

Branch Manager, Yonge & Sheppard Branch

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