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Added 5 mins ago
RB
Financing Specialist
Royal Bank of Canada
Ottawa, ON
- Full-time
…banking sales team with portfolio management and compliance support you will contribute to an exceptional client experience by providing superior business, financial and credit advice. Your…
Added 19 mins ago
RD
Team Operations Lead
RBC Dominion Securities
Vernon, BC
- Full-time
By providing exceptional support to a high performing Private Investment Management team, you will help manage business and operations within the team. You will play a key role in executing…
Added 19 mins ago
MF
Supervisor Production Coaldale
McCain Foods
Coaldale, AB
- Full-time
…materials and employee time. The Supervisor ensures uniform application and interpretation of established SOP’s, specifications, shift-to-shift consistency, and coordination of employee…
Added 19 mins ago
A
Embedded Software Manager
Actalent
Burnaby, BC
- $131,115 to $187,310 CAD / year
- Full-time
Job Title: Embedded Software Engineering Manager
Added 19 mins ago
A
Embedded Software Manager
Actalent
Burnaby, BC
- $131,115 to $187,310 CAD / year
- Full-time
We're looking for an experienced Embedded Software Engineering Manager to lead a team developing software for advanced medical devices. This is primarily a people leadership role with…
Added 19 mins ago
T
Business Development Manager
Tavoron
Winnipeg, MB
- Full-time
…innovative technology, engineering expertise, and trusted customer support to solve complex manufacturing challenges and create lasting value. Join our team and make a…
Added 19 mins ago
A
Hse Manager
Actalent
Calgary, AB
- $80 to $100 CAD / hour
- Contract
Position: HSE Lead / Senior HSE Advisor / HSE Manager
Added 34 mins ago
A
Performance Coach, Client Care Learning & Development
ATB
Calgary, AB
- Full-time
Refine the Journey: Act as the eyes and ears in the classroom. You will provide feedback to the Manager on curriculum effectiveness, identifying basic gaps in existing training and support…
Added 34 mins ago
W
Manager, Project Controls
Worley
Markham, ON · Vancouver, BC · Edmonton, AB · Calgary, AB
- Full-time
…Leveraging extensive experience and AI-enabled delivery, we support customers in navigating complexity as they meet today's needs and transition to more sustainable…
Added 34 mins ago
E
Senior Product Support Professional
Ericsson
Ottawa, ON
- Full-time
A Senior Product Support Professional joining our global RCE Customer Experience Technical Support Sector is accountable for providing superior RAN technical support expertise for customer…
Added 34 mins ago
PC
Systems Integration Manager - Rail & Transit
Parsons Corporation
Burnaby, BC
- Part-time
…Vancouver, Canada. Parsons is now hiring a Systems Integration Manager who can lead a team of professionals overseeing the extensive and critical Systems Engineering activities for the…
Added 49 mins ago
LH
2600002380 - Addiction Counsellor II
Lakeridge Health
Oshawa, ON
- Full-time
Reporting to the Patient Care Manager, Emergency Mental Health, The Addictions Patient Navigator will work collaboratively with the Mental Health and Addictions (MHA) Program and Emergency…
Added 49 mins ago
CP
Officer, Human Resources Business Partner (Field)
Canada Post / Postes Canada
AB · Edmonton, AB
- Full-time
With collaboration and direction from the HRBP Manager, the HRBP Officer leverages a broad understanding of the business and partners with HR subject matter experts (SMEs) and regional…
Added 49 mins ago
SR
Property Manager (Residential)
SmartCentres REIT
Vaughan, ON
- Full-time
SmartLiving is seeking an experienced and dynamic Property Manager to oversee operations at The Millway, our newest rental community in the Vaughan Metropolitan Centre. This 450+ unit…
Added 49 mins ago
CN
Inventory Clerk
Community Natural Foods
AB · Edmonton, AB
- Part-time
Support the implementation of new systems as needed to ensure that products are handled effectively Other duties as required
Added 49 mins ago
CC
Team Lead – Safe At Home: Coordinated Hoarding Prevention and Early Intervention
CMHA Calgary
Calgary, AB
- Other
…responsible for intake, assessment, case coordination, and navigation support for individuals experiencing hoarding behaviours, while also building sector-wide capacity through training,…
Added 49 mins ago
CW
Sales Manager
Canadian Wealth Inc.
Calgary, AB
- Full-time
We're looking for an experienced Sales Manager to lead new business development for a National Cleaning company across Canada. You'll be responsible for growing our client base, managing…
Added 49 mins ago
U
Maintenance Lead - Rexdale
Unilever
ON · Rexdale, ON
- Full-time
…directly with the cross-functional teams. This role will also support technical training for maintenance team and provides coaching in phenomena identification, root cause analysis and the…
Added 49 mins ago
D
Production Operator - Ayr, Ontario, Canada
dsm-firmenich
Ayr, ON
- Full-time
Support the Plant Manager or Production Supervisor in investigating asset utilization issues.
Added 1 hour ago
B
Bilingual Senior Manager, Client Finance Operations – Québec Clients
Burson
Toronto, ON
- Full-time
This existing role serves as the dedicated Senior Manager for day-to-day client finance operations across assigned Québec-based clients, with primary focus on the L'Oréal program as the…
Added 1 hour ago
NS
Recreation Therapy Associate - Rehabilitation Services
Nova Scotia Health Authority
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Full-time
Reporting to the Manager of Rehabilitation Services, and under the supervision of a therapist, the Recreation Therapy Associate is a member of the health care team, providing support to…
Added 1 hour ago
T
Enterprise Account Executive
Terminal
Toronto, ON
- $260,000 to $300,000 CAD / year
- Full-time
Added 1 hour ago
TC
Graphic Designer & Brand Coordinator
Tourism Ch’illiwack
Chilliwack, BC
- Full-time
Reports to: Executive Director + Destination Marketing Manager
Added 1 hour ago
HS
Software Support Specialist
Henry Schein One UK
Surrey, BC
- Full-time
We are seeking a Software Support Specialist to join our Academic Support team, focusing on complex frontline application support for our on-premises enterprise application.
Added 1 hour ago
MG
Technical Analyst
Michael Garron Hospital
Toronto, ON
- Full-time
Reporting to the IT Manager – Technical and Client Services, the Technical Analyst is responsible for the effective provisioning, installation, configuration, operation, support, and…

Wealth Without Wallstreet

Client Experience Manager

Remote, Canada

Remote

$40,000 - $50,000 base salary, so you have stability while you build · Full-time

Apply About employer

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Job details

Pay: $40,000 - $50,000 base salary, so you have stability while you build
Job type: Full-time
Workplace: Remote
Posting language: English
Posted: Oct 6, 2026

Original job description

WANTED: A Salesperson With a Servant's Heart Who Picks Up the Phone Before Anyone Tells Them To

Client Account Manager, Wealth Without Wall Street

Most salespeople fall into one of two camps.

The first camp can close, but clients feel like a number the minute the ink dries.

The second camp is lovely to talk to, but they won't ask for the business, and they let the phone sit there like it bites.

We don't want either one. We want the rare person in the middle: someone who serves first, sells because they care, and dials without a second thought.

Here's why. Over the years, thousands of business owners, investors and families have trusted Wealth Without Wall Street to help them build wealth outside the stock market. We do it with Infinite Banking (whole life insurance built for cash flow) and passive income education.

Our strategists are very good at designing and placing policies. But once a policy is in force, too many of those clients go a long time without hearing from us. That's money left on the table. Worse, it's people left on their own.

That's where you come in.

The job, in plain English: You'll own a book of existing clients and past prospects. Your job is to call them, serve them, and grow the relationship into new business.

You'll:

Pick up the phone. A lot. Your day revolves around real conversations, not emails you hope get answered
Re-engage clients who haven't heard from us in a while, and past prospects who didn't finish the process
Run policy reviews, answer questions about policy loans and PUAs, and quarterback service so every client feels looked after. Our ops team handles the paperwork
Uncover opportunities (new capital, a business sale, a growing family) and ask for the next step. Then book the client with one of our IBC strategists
Ask every happy client for referrals, and follow up until they turn into conversations
Introduce clients to our Passive Income Lab when it fits
Spot clients drifting away and get on the phone before they leave
Log every call and next step in HubSpot, and own your weekly numbers: contacts, opportunities, referrals, cases

Who should NOT apply: Don't apply if you'd rather send a text than make a call. Skip this if asking for a referral makes you squirm. And if you see clients as commissions with names attached, this isn't your seat. Our clients can tell, and so can we.

Who you are:

A servant first. You genuinely want your clients to win, and it shows in how you listen
Phone-fearless. You'd rather have 50 real conversations than send 500 emails
Not afraid to ask. You ask for the meeting, the next step and the referral, because you believe in what you're offering
Relentless on follow-up. Nobody has to remind you, and nothing falls through the cracks
Motivated by results. You like knowing your numbers and you like beating them

What you bring:

2+ years in sales, account management or client relationships, ideally in insurance, financial services or wealth management
A track record of hitting targets while keeping clients happy (bring examples)
Comfortable on phone and video calls all day
CRM discipline (HubSpot a plus)
Active life insurance license, or willingness to get licensed within 60 days
Understanding of whole life insurance or Infinite Banking is a big plus. If you don't have it, we'll teach you

How to apply (read carefully, because this is the first test):

You need to follow the application form below to a T, miss something you are not going to be considered. Attention to detail in this role is super imporant.

Along with your résumé, we are going to ask for a short video talking about yourself, your sales background, your client services background and about a time you served a client so well that it turned into more business or a referral. Tell us what you did and what came of it.

Bonus points in your video if you start it out with the words "Serve First" in the first line so we know you read this whole thing.

Finalists will do a short Culture Index survey and a live role-play call. If phone calls make you nervous, this is where we'll find out.

$40,000 - $50,000 base salary, so you have stability while you build
Uncapped commission on every new case and referral you generate [8% of each case you originate, plus referral/Lab bonus]
Warm conversations, not cold strangers. Every name in your book already knows who we are. Some already bought, and some almost did
Our strategists handle the technical close, so you can focus on the relationship and the ask
Paid licensing [if applicable] and full training on Infinite Banking, our service process and HubSpot
A team that's growing fast, with a mission worth selling: helping families build wealth outside Wall Street
Remote work

Apply About employer

More about this job

Responsibilities

You will manage a book of existing clients and past prospects by conducting regular phone outreach to re-engage them and identify new business opportunities. Your role involves running policy reviews, answering client questions, and coordinating with the operations team to ensure high-quality service.

Requirements

Candidates must have at least 2 years of experience in sales or account management, preferably within the financial or insurance sectors. You must be comfortable with high-volume phone and video communication and possess or be willing to obtain an active life insurance license.

Skills

Sales
Account management
Client relationships
Insurance
Financial services
Wealth management
Phone communication
Video calls
CRM
HubSpot
Life insurance
Infinite Banking
Lead generation
Referral management
Policy reviews

Benefits

Uncapped commission
Paid licensing
Full training
Remote work

Remote locations

Canada

Remote locations (standardized)

Canada

Visa sponsorship

Not detected in the job text

Keywords

Sales
Account Management
Client Experience
Wealth Management
Infinite Banking
Whole Life Insurance
HubSpot
CRM
Lead Generation
Referrals
Policy Reviews
Financial Services
Remote Work
Client Retention
Passive Income
Insurance Licensing

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