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Added 13 mins ago
Manager Indigenous Relations
FortisAlberta
Calgary, AB
Lead the development of strategic Indigenous engagement and consultation plans to support long term relationship building with Indigenous communities, including business development…
Added 13 mins ago
TD
Sales Manager
The Dufresne Group
Regina, SK
- Full-time
Partner with the General Sales Manager and Store Operations Team on store priorities
Added 13 mins ago
R
Enterprise Change Enablement Manager
RBC
Toronto, ON
- Full-time
Join RBC's IT Change Management team as an Enterprise Change Enablement Manager and drive the modernization of our IT change processes. You'll balance tactical template management with…
Added 13 mins ago
R
Client Advisor
RBC
Smooth Rock Falls, ON
- Part-time
…capabilities, you can build a great career with us as a future Account Manager/Banking…
Added 26 mins ago
M
Technical Marketing & Partnerships Specialist
MistyWest
Vancouver, BC
- $75,000 to $95,000 CAD / year
- Full-time
This role can grow into Senior Marketing & Partnerships Manager. That means owning sponsorships and broader marketing strategy, leading SDRs and other lead-gen resources, and eventually…
Added 26 mins ago
AG
Program Specialist I
Allegis Global Solutions
Mississauga, ON
- Full-time
…It’s a career. It’s a community of people who invest in your development and empower you to blaze your own trail. Each of us is here to create real, measurable impact that moves needles. We…
Added 26 mins ago
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Directeur de comptes, Services bancaires aux PME
TD
Montreal, QC · Saint-Laurent, QC
- Full-time
Account Manager, Small Business (Territory : Cote Vertu, Saint-Laurent )
Added 26 mins ago
CI
Water Treatment Account Manager
Chem-Aqua, Inc.
Trois-Rivières, QC · Greater Trois-Rivieres Metropolitan Area
- Full-time
The Account Manager is a field-based position providing hands-on servicing of boiler and cooling water systems for our existing customer base, including but not limited to chemical testing,…
Added 26 mins ago
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Account Executive
Cheil Canada
Mississauga, ON
- $55,000 to $60,000 CAD / year
- Full-time
…managing the day-to-day operations of campaigns, from strategy development to creative execution and reporting. You will collaborate closely with cross-functional teams to ensure the…
Added 28 mins ago
Child & Youth Volunteer CBY
YMCA of Southwestern Ontario
London, ON
At the Y, our people are central to delivering our mission. We are committed to the development of healthy communities and welcome people of all backgrounds, beliefs, and abilities.
Added 28 mins ago
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Personal Banking Associate
TD
Toronto, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 28 mins ago
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Personal Banker Trainee
TD
AB
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 28 mins ago
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PIA Client Service Associate
TD
Toronto, ON
- Full-time
…skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and…
Added 28 mins ago
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Spécialiste, Conseiller(ère) Beauté Désigné(e) / Specialist, Designated Beauty Advisor - Loewe
Holt Renfrew
Montreal, QC
- Full-time
…dental benefits, tuition assistance, and continuous learning and…
Added 40 mins ago
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Collision Centre General Manager
CSN Collision
Port Colborne, ON
- $75,000 to $125,000 CAD / year
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Added 43 mins ago
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Market Development Manager
Desjardins
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- Full-time
As a market development manager, you support Desjardins’s strategic priorities by leading your department, tapping into the full market potential and meeting the needs and expectations of…
Added 43 mins ago
Senior Manager, Wealth Management Taxation - Montreal, QC
Scotiabank
Montreal, QC
The Senior Manager, Wealth Management Taxation plays a key role in supporting wealth advisors, planning specialists, and banking partners across Scotia Wealth Management by providing tax…
Added 43 mins ago
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Associate, Commercial Banking
CIBC
Burlington, ON · Hamilton, ON
- Full-time
You will join CIBC’s Commercial Banking team to provide support to account teams through client acquisition, relationship management and credit management processes as well as providing…
Added 43 mins ago
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Manager, Expatriate Tax Services
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Montreal, QC
- Full-time
BDO Canada is looking for a Manager to join the Expatriate Tax Services team in Montreal. The successful candidate will provide tax compliance and advisory services to globally mobile…
Added 43 mins ago
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Facility Manager III - Future Opportunities
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Vancouver, BC
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Added 43 mins ago
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General Manager
BGIS
Toronto, ON
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Added 58 mins ago
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VIP Team Manager | Betty CA
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Toronto, ON
- $110,000 to $140,000 CAD / year
As a VIP Manager at Betty, you will lead a team of VIP Account Managers responsible for delivering exceptional, personalized experiences to our highest-value players. You will be…
Added 58 mins ago
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Longueuil, QC
- Full-time
Added 58 mins ago
SD
Assistant Front Store Manager, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
East Gwillimbury, ON
- Part-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 58 mins ago
SD
Front Store Manager, Salaried Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Mississauga, ON
- Full-time
The Front Store Manager (FSM) is responsible for managing the overall Front Store’s performance. The Front Store includes all areas of the store, including cosmetics, excluding Pharmacy.…

Wealth Without Wallstreet

Client Success 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 to re-engage them, run policy reviews, and identify new business opportunities. Your role involves consistent phone outreach to build relationships, secure referrals, and coordinate with strategists to close new cases.

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 communication, possess strong CRM discipline, and either hold or be willing to obtain a life insurance license.

Skills

Sales
Account management
Client relationships
Insurance
Financial services
Wealth management
HubSpot
CRM
Communication
Follow-up
Negotiation
Referral generation
Policy reviews
Infinite Banking

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 Success
Wealth Management
Insurance
Infinite Banking
HubSpot
CRM
Lead Generation
Referrals
Policy Reviews
Financial Services
Remote Work
Client Retention
Business Development
Life Insurance License
Passive Income
Relationship Management

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