Posted 2 days ago
Sales Development Representative (SDR)
@ Diligence Gestion de Patrimoine | Gestion de patrimoine Manuvie inc.
Montréal, Quebec
Overview
Diligence Wealth Management, affiliated with Manulife Wealth, is hiring a full-time Sales Development Representative in Dorval, Quebec, on site. The role is outbound prospecting by phone to professionals, entrepreneurs and business owners, booking qualified meetings for Wealth Advisors. Pay is a base salary plus a quarterly performance bonus, with on-target earnings of $114,100 and uncapped commission potential.
Responsibilities:
- Conduct outbound prospecting calls to professionals and business owners
- Identify and develop new business opportunities
- Build relationships and understand prospects' financial needs
- Schedule qualified meetings for Wealth Advisors
- Maintain prospect records in the CRM
Requirements summary:
- Fluency in English and French, spoken and written
- Comfortable with cold calling and outbound prospecting
- Strong communication and interpersonal skills
- Ambitious, disciplined and results-oriented
- Interest in financial markets and wealth management
- Sales or financial services experience is an asset
Tools & skills
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- 2026-11-11
- First seen by our source
- 2026-11-14
- Source record updated
- 2026-11-14
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Sales |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English, French |
| Perks mentioned | Performance bonus |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Diligence Gestion de Patrimoine | Gestion de patrimoine Manuvie inc.
| Field | Value |
|---|---|
| Open jobs on Jobsy | 5 |
Diligence Wealth Management | Manulife Wealth
📍 Dorval, Quebec | Full-time, In-office
Build Your Career in Wealth Management.
Are you ambitious, competitive, and motivated by results? Do you have an interest in financial markets, investing, and business development? Diligence Wealth Management is looking for a Sales Development Representative (SDR) to contribute to the growth of our team by developing new relationships with professionals, entrepreneurs, and business owners. This is an opportunity to develop valuable sales, prospecting, and relationship-building skills within an established wealth management practice. We offer a performance-driven environment where your compensation and professional growth are directly tied to your results.
Responsibilities
- Conduct outbound prospecting calls to professionals, entrepreneurs, and business owners.
- Identify and develop new business opportunities.
- Build relationships with prospective clients and understand their financial needs.
- Introduce prospective clients to our wealth management services.
- Schedule qualified meetings for our Wealth Advisors.
- Maintain accurate records of prospects and follow-ups in our CRM.
- Consistently achieve and exceed quarterly business development targets.
Compensation & Incentives
- Annual base salary + bonus
- Quarterly performance-based bonus program tied to business development targets.
- On-Target Earnings (OTE) of $114,100 at 100% target achievement.
- Uncapped commission potential
Our compensation model directly rewards performance and offers significant earning potential for ambitious, results-driven individuals.
Qualifications
- Strong communication and interpersonal skills.
- Fluency in both English and French, spoken and written.
- Ambitious, disciplined, and results-oriented personality.
- Comfortable with outbound prospecting and cold calling.
- Strong interest in financial markets, investing, and wealth management.
- Ability to work toward measurable goals and deadlines.
- Previous experience in sales, business development, or financial services is an asset.
Career Growth Opportunities
This position is designed as a stepping stone toward a long-term career in wealth management.
Individuals who demonstrate strong performance, an understanding of client needs, and the ability to develop business relationships will have the opportunity to progress into a Wealth Advisor role.
Our objective is to develop and train the next generation of Wealth Advisors within our organization.
About Diligence Wealth Management
Diligence Wealth Management is a team of wealth management professionals affiliated with Manulife Wealth. We work with clients to manage and grow their wealth through investment and financial planning solutions tailored to their needs.
Join a team where your ambition drives your success and your performance determines your earning potential.
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