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Added 4 mins ago
IF
Manager, Exclusive Services
iA Financial Group
Toronto, ON · Montreal, QC · Quebec, QC · Vancouver, BC
- Full-time
As a Manager, Exclusive Services, you will play a key role in delivering proactive and personalized service to our clients and sales force. You will act as a facilitator between…
Added 18 mins ago
CC
Finance Manager
CLEAResult Canada
Laval, QC
- $52 to $62 CAD / hour
- Full-time
Added 18 mins ago
C
Finance Manager
CLEAResult
Montreal, QC · Quebec, Montreal - de la Gauchetiere
- Full-time
Added 18 mins ago
C
Group Product Manager - Billing & Product Support
CIBC
Toronto, ON
- Full-time
As a Group Product Manager within the Product Management and Digital Solutions team, you will be supporting the Director and Product Managers across various portfolios. In this role you…
Added 18 mins ago
Health Care Social Worker B (Bachelors) Central Intake - Mental Health & Addictions
Nova Scotia Health and IWK Health
Dartmouth, NS
Reporting to the Provincial Manager - Intake Mental Health and Addictions (MHA) Program, the Health Care Social Worker position is responsible for facilitation of intake for MHA services.…
Added 47 mins ago
HR
Quality Assurance Intern (Winter 2027, 12months)
Hitachi Rail
Toronto, ON
- $23 to $30 CAD / hour
- Full-time
Implement AI use case to reduce cost conducting quality activities e.g. Automate collection of metrics, create AI use cases to reduce effort.
Added 47 mins ago
HR
Technical Safety Specialist
Hitachi Rail
Toronto, ON
- Full-time
Review the adequacy and completeness of the safety evidences and produce the corresponding Safety Case artifacts
Added 47 mins ago
HR
Technical Safety Specialist
Hitachi Rail
Burnaby, BC
- Full-time
Review the adequacy and completeness of the safety evidences and produce the corresponding Safety Case artifacts
Added 1 hour ago
WC
(CAN) Asset Protection Associate
Walmart Canada
Vaudreuil-Dorion, QC
- Contract
…investigations, escalates information to the Market Loss Prevention Manager in accordance with Company guidelines. Conducts or supports investigations related to internal theft, external…
Added 1 hour ago
E
Manager, Application Support - 26384
Enverus
Calgary, AB
- Full-time
The Application Support Manager leads a frontline customer support team responsible for delivering exceptional customer support and driving customer success across Enverus oil and gas…
Added 1 hour ago
Health Care Social Worker (Masters) - HI Med/Surg Program, Rehabilitation & Supportive Care Services
Nova Scotia Health and IWK Health
Halifax, NS
The Health Care Social Worker reports to the Program Manager and provides a diverse range of interventions to clients and their families, enabling them to achieve their optimal level of…
Added 1 hour ago
GH
Health Care Aide - Calgary Based
Golden Home Caregivers Corp.
Calgary, AB
- Full-time
Added 1 hour ago
TA
Manager, Marketing & Communications
Take a Hike Foundation
Vancouver, BC
- Full-time
Take a Hike Foundation is seeking a Marketing & Communications Manager to become part of our Development Team. We are looking for a seasoned and skilled marketer and digital media expert to…
Added 1 hour ago
GH
Health Care Aide - Edmonton Based
Golden Home Caregivers Corp.
AB · Edmonton, AB
- Full-time
Added 1 hour ago
FH
Registered Nurse, Surgical Services - Inpatient - Chilliwack General Hospital
Fraser Health
Chilliwack, BC
- Full-time
Receives and prepares patients for testing by receiving requisitions from physicians, reviewing patients' case history, correlating clinical history with examination to be performed,…
Added 1 hour ago
FH
Registered Nurse, Surgical Services - Neurosciences - Royal Columbian Hospital
Fraser Health
New Westminster, BC
- Part-time
Receives and prepares patients for testing by receiving requisitions from physicians, reviewing patients' case history, correlating clinical history with examination to be performed,…
Added 1 hour ago
FH
Manager, Informatics
Fraser Health
Surrey, BC
- Full-time
Bring your demonstrated leadership and consultation skills to this exciting opportunity as a Manager of informatics, Digital Facilities Services and Solutions with Fraser Health's Health…
Added 1 hour ago
Registered Nurse, Surgical Services - Inpatient - Eagle Ridge Hospital
Fraser Health
BC · Tri-Cities / Coquitlam / Port Coquitlam / Port Moody, British Columbia
Receives and prepares patients for testing by receiving requisitions from physicians, reviewing patients' case history, correlating clinical history with examination to be performed,…
Added 2 hours ago
UO
Co-op Advisor
University of Waterloo
Waterloo, ON · William M. Tatham Centre
- Full-time
Provide support to students, leveraging Account Manager and employer relationships where needed.
Added 2 hours ago
Tenant Support Worker
Lookout Housing and Health Society
Duncan, BC
The Tenant Support Worker (TSW) reports to the Site Manager and works in accordance with the mission and philosophy of Lookout Housing and Health Society, including following Lookout’s Code…
Added 2 hours ago
T
Elevated Support Senior Specialist
Teleperformance
Toronto, ON · TPCA Toronto
- $23.43 CAD / hour
- Full-time
Empowered to exercise discretion to deliver effective case closure, including making financial decisions, when unique circumstances require thoughtful adaptation.
Added 2 hours ago
T
Elevated Support Senior Specialist
Teleperformance
Toronto, ON · TPCA Toronto
- $23.43 CAD / hour
- Full-time
Empowered to exercise discretion to deliver effective case closure, including making financial decisions, when unique circumstances require thoughtful adaptation.
Added 3 hours ago
TC
Part Time Security - Community Schools
The Corporation of the Town of Ajax
Ajax, ON
- Part-time
…in the daily log and provide as much detail as possible in case further action is required by the Manager of…
Added 4 hours ago
BS
Substance Use Worker - MOAT
Boyle Street Community Service Ltd
Edmonton, AB
- $25.2 to $26.35 CAD / hour
- Full-time
- Temporary
Reporting to the Intake/Triage Program manager, the Substance Use Worker provides support to the community members we serve that are facing substance use problems and challenges.
Added 5 hours ago
TL
Parts Manager
Transx Ltd
Calgary, AB
- Full-time
Escalate to Operations Manager in case of any parts vendor issues or non-compliance

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

Applications open in a new tab.

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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