[Hiring] Account Executive, Securities & Financial Institutions @Career Certified

Role Description

The Account Executive, Securities & Financial Institutions is responsible for driving enterprise sales growth within Canada's securities and financial services market. This role focuses on generating new business opportunities and expanding existing institutional relationships with banks, investment dealers, wealth management firms, credit unions, and other regulated financial organizations.

• Serve as a trusted advisor to compliance, human resources, learning and development, and training leaders.
• Identify licensing and education solutions that support advisor onboarding, regulatory compliance, and professional development objectives.
• Leverage existing relationships, attend industry events, and develop strategic outreach initiatives.
• Maintain a healthy sales pipeline to achieve revenue objectives while representing SeeWhy Learning as a trusted education partner.

Qualifications

• Minimum of 5 years of B2B sales, business development, or account management experience within Canadian financial services.
• Experience selling products or services to financial institutions including banks, investment dealers, wealth management firms, and credit unions.
• Established network of professional contacts within Canadian financial institutions.
• Strong understanding of Canadian securities licensing requirements and advisor education pathways.
• Proven ability to build and maintain strategic client relationships that result in revenue growth and client retention.

Requirements

• Strong consultative sales, negotiation, and relationship-building skills.
• Excellent oral, written, presentation, and communication skills.
• Strong organizational, planning, and territory management capabilities.
• Ability to influence executive-level and functional decision makers.
• Strong analytical and problem-solving skills.
• Ability to manage multiple priorities and competing deadlines.
• Strong business acumen and understanding of enterprise buying processes.
• Commission-driven mindset with a track record of achieving sales targets.

Benefits

• Remote work flexibility.
• Opportunity to attend industry events and conferences.
• Professional development opportunities.

Company Description

SeeWhy Learning is dedicated to providing innovative education solutions for the financial services industry.