Business Development Representative

This is a fully remote position, open to applicants in Canada.

📋 Description

• Connect with leads sourced internally and through sales channels via phone, email, and SMS.

• Evaluate if clients can independently serve themselves or need personal sales assistance.

• Represent Wealthsimple’s value proposition as the initial point of contact.

• Employ a needs-based sales methodology to identify client requirements and effectively position products and services.

• Perform structured discovery to gain a comprehensive understanding of clients’ financial situations and pinpoint opportunities for consolidation and wallet share.

• Discover cross-selling opportunities through daily interactions with clients.

• Develop and oversee a personal pipeline through referrals and previously untapped opportunities.

• Focus on products that align with business objectives, such as margin accounts, active trading, and cash balances.

• Cultivate and qualify potential clients throughout the entire sales cycle until completion.

• Meet monthly Net Deposit goals and daily outbound activity performance indicators.

⛳️ Requirements

• 2–4 years of experience in a sales position, preferably with a consultative or exploratory focus.

• Background in financial services or SaaS is preferred.

• Possession of an undergraduate or post-secondary degree in a relevant discipline.

• Proficient financial literacy across various account types, including registered vs. non-registered and borrowing vs. deposit products.

• Familiarity with sales technologies such as Salesforce, Salesloft, Gong, or similar platforms.

• Competence in consultative discovery techniques.

• Excellent written and verbal communication skills.

• Comfort with using AI tools to enhance productivity.

• Proven experience working towards goals or sales targets.

• Resilience in dealing with rejection and objections.

• Resourcefulness and flexibility in approach.

• Strong sales acumen and business understanding.

• Completion or progress in the Canadian Securities Course (CSC) or Investment Funds in Canada (IFC) is recommended.

• Legally authorized to work in Canada.

• Experience with cold-calling in a sales-focused environment.

🏝️ Benefits

• Comprehensive health benefits and life insurance.

• Long-term group savings plan with employer matching through Wealthsimple for Business.

• 20 vacation days.

• 4 wellness days.

• Unlimited sick and mental health days each year.

• Opportunity to work outside Canada for up to 90 days per year.

• Participation in employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS.

• Equity compensation available for permanent employees.

• Commission-based compensation.