Account Executive (ON) at Common Wealth Retirement | CA | Rezi

Account Executive (ON) at Common Wealth Retirement

Account Executive (ON)

Common Wealth Retirement · CA

2 weeks ago

Account Executive (ON)

Common Wealth Retirement · CA

18 days ago
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About the Role

This role is ideal for someone earlier in their sales career (~2–4+ years) who wants accelerated responsibility, a steep learning curve, and meaningful earning potential as part of a high-growth startup environment. We follow a B2B consultative sales approach including tasks such as: live platform demos, leading webinars, in person training and we value relationship management over transactional selling. You’ll join a small, high-performing regional pod, where you’ll get strong support. If you thrive in environments where you can build, experiment, and see your impact directly on business growth, you’ll love this role.

Responsibilities

  • Identify, build and maintain strong relationships with new group and wealth management advisors both within and outside of your territory.
  • Deeply understand advisors’ business models and help them grow their group retirement business.
  • Deliver clear, compelling pitches and materials advisors can use with their employer clients.
  • Provide ongoing support and coaching to help advisors generate and advance opportunities.
  • Stay consistently visible to advisors through outreach, meetings, events, and follow-ups.
  • Lead advisor education, including lunch-and-learns, webinars, and our GRS Sales Bootcamp series.
  • Advance deals with employers from discovery and demos to proposals, contracting, and plan launch.
  • Support active opportunities from existing advisor relationships, ensuring a smooth path to plan kickoff.
  • Present to senior decision-makers, such as business owners and HR leaders, often alongside the advisor.
  • Work with our Implementation and Account Management teams to ensure smooth onboarding and a strong employer experience.
  • Keep your pipeline and activity current in HubSpot so forecasts are accurate.

Requirements

  • Valid driver’s licence and a vehicle to travel within your region for advisor meetings, employer presentations, and events
  • Background in group benefits, retirement services, or financial services.
  • Existing relationships with group benefits or wealth advisors

Skills

  • Entrepreneurial Drive
  • Socially Confident
  • Empathy
  • Self-Directed
  • Strong Communicator

Location

  • Ontario
  • Greater Toronto Area
  • Kitchener Waterloo
  • London
  • Ottawa
  • Hamilton

Work Type

  • In-office collaboration
  • In-person work

Experience Level

  • 2-4+ years

Salary/Compensations

  • $80,000 to $90,000
  • On-target earnings of approximately $120,000

Benefits

  • Health and dental benefits
  • Life insurance
  • Health Spending Account
  • 5% employer match into one of our award-winning group retirement plans
  • Medical, dental, and vision benefits
  • 4 weeks of vacation

About the Company

  • Common Wealth exists to make retirement security accessible to all Canadians.
  • Canada’s fastest-growing group retirement provider, serving over 1,800 employers and helping tens of thousands of Canadians build long-term financial security.
  • Closed a $12 million Series A in April 2026.
  • Employer base has tripled since early 2024.
  • Membership has grown 3.5 times since early 2024.
  • Assets under administration have quadrupled since early 2024.
  • More than 80% of our employers are offering a retirement plan for the first time.
  • Award-winning platform makes it easy for employers of all sizes to offer competitive retirement benefits.
  • Work closely with a fast-growing network of advisors and aim to be a real partner in growing their business.
  • High-growth, Series A-funded business that is changing the lives of Canadians.
  • Growing team combines deep expertise in the key disciplines necessary to help our customers achieve retirement success.