Business Development Representative
New
W
WealthsimpleFinancial Services
Remote (Canada)Full-TimeMiddle
SalaryCA$72K – CA$90K; Total OTE = CA$72K – CA$90K • Offers Equity • Offers Commission • For this role, there is a 70/30 split between base and commission.
Apply NowOpens the employer's application page
Job Details
- Experience
- 2-4 years
- Required Skills
- SalesforceLead Generation
Requirements
- 2-4 years experience in a sales role, ideally with a consultative or discovery-based component.
- Financial services or SaaS industry 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 like Salesforce, Salesloft, Gong, or equivalents.
- Consultative discovery skills, including the ability to ask probing questions.
- Proficiency with AI tools to improve productivity in communication and lead prioritization.
- Strong written communication skills.
- Completion of or progress toward the Canadian Securities Course (CSC) or Investment Funds in Canada course (IFC) is recommended.
Responsibilities
- Engage with internally sourced leads from the Growth Marketing team and prospect sales-sourced leads via phone, email, and SMS.
- Assess client needs to determine if they can self-serve or if human sales support will drive incremental business.
- Promote the Wealthsimple value proposition using a needs-based approach to position products as solutions.
- Run structured discovery to understand a client's full financial picture and identify wallet-share potential.
- Identify and capture cross-sell opportunities for other areas of the business through daily interactions.
- Build and manage a personal pipeline through client referrals and nurturing dormant opportunities.
- Maintain awareness of product priorities and calibrate sales efforts accordingly.
- Achieve monthly Net Deposit quotas and maintain daily KPIs for outbound touches.
View Full Description & ApplyYou'll be redirected to the employer's site
