Jobs in Canada

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Added 42 mins ago
Platform Team Lead
nesto
Canada
Full-time
…share across direct-to-consumer (D2C) residential lending, the broker channel, and multi-family commercial lending. Recognized as one of Deloitte's Fast 50 companies for three consecutive…
Added 57 mins ago
Senior Platform Developer
nesto
Canada
Full-time
…share across direct-to-consumer (D2C) residential lending, the broker channel, and multi-family commercial lending. Recognized as one of Deloitte's Fast 50 companies for three consecutive…
Added 1 hour ago
Account Manager - Commercial Insurance
Westland Insurance Group Ltd.
Calgary, AB
Full-time
Bonus! 3 years of Commercial insurance experience with Broker Level 2 License, working towards a CAIB, CRM or CIP designation
Added 1 hour ago
Account Manager - Commercial Insurance
Westland Insurance Group Ltd.
Calgary, AB
Full-time
Bonus! 3 years of Commercial insurance experience with Broker Level 2 License, working towards a CAIB, CRM or CIP designation
Added 1 hour ago
Logistics & Customs Intern
Midea Canada
Markham, ON
$18 to $22 CAD / hour
Full-time
Share shipping documents on time to carriers & customs broker.
Added 1 hour ago
Actuarial Manager, Large Accounts Pricing
Aviva Canada
Toronto, ON
Full-time
Added 1 hour ago
Data Quality Assistant
Aviva Canada
Toronto, ON
Full-time
Responding to broker service requests on behalf of underwriting as well as following up on information needed from brokers on behalf of underwriting
Added 1 hour ago
Actuarial Manager, Large Accounts Pricing
Aviva Canada
Markham, ON
Full-time
Added 1 hour ago
Senior Client Advisor - Personal Lines (m/f/x)
Marsh
Toronto, ON
Full-time
…carriers as needed in addition to ensuring proficiency with our Broker Management System and MS Office…
Added 1 hour ago
Account Manager - Commercial Insurance
Talent Acquisition Team at Westland Insurance. Text reply only.
Calgary, AB
Bonus! 3 years of Commercial insurance experience with Broker Level 2 License, working towards a CAIB, CRM or CIP designation
Added 2 hours ago
Senior Manager, Market Mortgage Broker Conduct
Financial Services Regulatory Authority of Ontario (FSRA)
Toronto, ON
Full-time
Oversees the implementation of Mortgage Broker Market Conduct programs, services and work areas, including operational processes and procedures to meet the overall operational plans and…
Added 2 hours ago
Insurance Broker
deVere Group
Toronto, ON
Full-time
Added 2 hours ago
Senior Commercial Risk Placement Broker
JobsMedia.io
Toronto, ON
Full-time
At Hello World Recruitment, we specialize in identifying and offering top-tier Insurance Broker opportunities across North America.
Added 2 hours ago
Senior Commercial Underwriter
JobsMedia.io
Toronto, ON · Scarborough, ON
Full-time
This is an excellent opportunity for an experienced underwriter who enjoys tackling complex risks, building strong broker relationships, and having a direct impact on business growth.
Added 2 hours ago
Commercial Insurance Director
JobsMedia.io
Toronto, ON
Full-time
…leader who enjoys building high-performing teams, strengthening broker and market relationships, and driving profitable growth across a commercial…
Added 2 hours ago
Sub-Standard Broker
JobsMedia.io
Montreal, QC
Full-time
CALLING ALL BROKER FRIENDS in substandard Montreal and surrounding areas,
Added 2 hours ago
Personal Lines Insurance Account Manager
JobsMedia.io
Toronto, ON
Full-time
At Hello World Recruitment, we specialize in identifying and offering top-tier Insurance Broker opportunities across North America.
Added 2 hours ago
Personal Lines VIP- Service Broker South Shore
JobsMedia.io
Montreal, QC
Full-time
We are seeking a service-oriented, bilingual (English/French) insurance broker to join our growing VIP Team. This role is designed for an individual who excels in customer service rather…
Added 2 hours ago
Personal Lines Account Manager
JobsMedia.io
Toronto, ON
Internship
Experience with EPIC, Compu-Quote, and various broker portals is considered a strong asset.
Added 2 hours ago
SME Commercial Team Lead
JobsMedia.io
Toronto, ON
Full-time
At Hello World Recruitment, we specialize in identifying and offering top-tier Insurance Broker opportunities across North America.
Added 2 hours ago
Broker – Personal Insurance South Shore
JobsMedia.io
Brossard, QC
Full-time
Personal insurance broker on the South Shore++ and ready to explore the world of commercial insurance
Added 2 hours ago
Personal Lines CSR - Underwriting/Service Focus
JobsMedia.io
Markham, ON
Full-time
At Hello World Recruitment, we specialize in identifying and offering top-tier Insurance Broker opportunities across North America.
Added 2 hours ago
VIP Insurance Broker
JobsMedia.io
Toronto, ON
Full-time
Added 2 hours ago
Private Client Account Manager – Personal Lines Insurance
JobsMedia.io
Toronto, ON
Full-time
At Hello World Recruitment, we specialize in identifying and offering top-tier Insurance Broker opportunities across North America. We currently have an exciting opportunity for a Private…
Added 2 hours ago
Personal Lines Service Broker VIP-South Shore
JobsMedia.io
Montreal, QC
Full-time
We are seeking a service-oriented, bilingual (English/French) insurance broker to join our growing VIP Team. This role is designed for an individual who excels in customer service rather…

Verlo

Account Executive

St. John's, NL, Canada

Job type: Full-time
Posting language: English
Posted: Sep 28, 2026

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Original job description

Account Executive

St. John's, Newfoundland · Sales · Full-time

We're building the AI Operating System for Financial Advisors and Wealth Management firms. Financial advisors use Verlo to replace the patchwork of tools they hate. Our agents join their meetings, write their notes, update their CRM, and answer any question about any client instantly. We've proven the motion with solo advisors and small firms. Now the larger firms are calling, and those deals are won differently.

As an Account Executive at Verlo, you'll work with a wide array of financial advisory firms, including; multi-advisor RIAs, multi-family offices, and firms with real operations, compliance, and IT functions behind the buying decision. You'll run the full cycle from first conversation to signature, and report directly to the Head of Sales.

What you'll do

You'll run discovery that gets past the demo request and into how the firm actually operates - who touches a client note, where the data lives, and what’s broken. You'll multi-thread deliberately, you'll build relationships with the advisor who wants it, the COO who has to roll it out, the CCO who has to defend it, and the principal who signs. You'll navigate security reviews, vendor due diligence questionnaires, and legal redlines.

What we're looking for

Three or more years closing B2B software deals. You've carried a real number and hit it, and you can talk through a deal you won on the merits rather than on discount.
You've been through complex security and compliance reviews. Thorough compliance reviews are standard with every deal.
You're rigorous about qualification. You'd rather disqualify in week two than carry a dead deal to the end of the quarter, and your forecast reflects what's real.
Strong written and verbal communication. A real share of this job is follow-up that actually advances a deal, and you'll be writing proposals, recap emails, and security responses daily.
Curiosity about the product and the market. You'll learn advisor workflows well enough to be useful on a call, not just credible.
Resilient and coachable. You treat a no as information and iterate fast.

Nice to have

Experience selling into RIAs, wealth management firms, broker-dealers, or family offices
Familiarity with the wealthtech ecosystem - custodians, portfolio accounting, planning software, and CRMs
Experience selling alongside founders and technical resources on the same call
Background at an early-stage startup where you helped build the enterprise motion rather than inherit it
You've used AI tools in your own workflow and get why this market is about to change

Benefits

Health and dental benefits
Unlimited vacation
Equity in the company

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More about this job

Responsibilities

You will manage the full sales cycle from initial discovery to contract signature for financial advisory firms. This involves multi-threading across various stakeholders including advisors, COOs, and CCOs to navigate complex procurement and compliance processes.

Requirements

Candidates must have at least three years of experience closing B2B software deals and navigating complex security or compliance reviews. Strong communication skills and a rigorous approach to deal qualification and forecasting are essential.

Skills

B2B software sales
Account management
Sales cycle management
Discovery
Multi-threading
Compliance reviews
Security reviews
Proposal writing
Communication
Relationship building
Qualification
Forecasting
Wealthtech
CRM
Financial advisory

Benefits

Health benefits
Dental benefits
Unlimited vacation
Equity

Visa sponsorship

Not detected in the job text

Keywords

Account Executive
B2B Software
Sales
Financial Advisors
Wealth Management
Verlo
AI
CRM
RIA
Multi-family offices
Compliance
IT functions
Security reviews
Vendor due diligence
Legal redlines
Wealthtech
Custodians
Portfolio accounting
Planning software
Enterprise motion
Startup

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