Sales Executive Jobs in Ottawa, ON
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Ottawa, ON
Hybrid Sales Executive - Hybrid Wholesaler
Hybrid Sales Executive - Hybrid Wholesaler
Sr Solutions Sales Executive
Sr Solutions Sales Executive
Director of Sales
Director of Sales
Sales Executive (Producer)
Sales Executive (Producer)
Sales Executive - Policaro Acura
Sales Executive - Policaro Acura
Senior Solutions Sales Executive, Education Sector
Senior Solutions Sales Executive, Education Sector
Senior Solutions Sales Executive, Public Sector
Senior Solutions Sales Executive, Public Sector
Sales Executive (Bilingual English & French)
Sales Executive (Bilingual English & French)
Digital Transformation Sales Executive
Digital Transformation Sales Executive
Sales Executive (Bilingual English & French)
Sales Executive (Bilingual English & French)
Sales - Account Executive
Sales - Account Executive
Sales & Catering Executive | Six Month Contract | Valhalla & Conference Centre
Sales & Catering Executive | Six Month Contract | Valhalla & Conference Centre
Sales Executive - Porsche Now Niagara
Sales Executive - Porsche Now Niagara
Account Executive
Account Executive
Sales Executive
Sales Executive
Account Executive, Governance Solutions Sales, Private Companies
Account Executive, Governance Solutions Sales, Private Companies
EXECUTIVE, INSIDE SALES
EXECUTIVE, INSIDE SALES
Account Executive Toronto
Account Executive Toronto
Enterprise Account Executive
Enterprise Account Executive
Associate Sales Executive (Producer)
Associate Sales Executive (Producer)
About the role
The Hybrid Sales Executive develops and deepens relationships with advisors and other financial intermediaries to drive sales and retention of Vanguard investment products. This role supports medium to high value clients through a balanced mix of virtual engagement (approximately 75%) and in person field activity (approximately 25%). The role is responsible for client coverage within Ontario and partners closely with a Business Development Associate to deliver comprehensive client support. The Hybrid Sales Executive represents Vanguard mutual funds and ETFs to advisors and financial planning firms within the MFDA and IIROC channels, acting as a trusted resource and relationship manager.
The Hybrid Sales Executive develops and deepens relationships with advisors and other financial intermediaries to drive sales and retention of Vanguard investment products. This role supports medium to high value clients through a balanced mix of virtual engagement (approximately 75%) and in person field activity (approximately 25%).
The role is responsible for client coverage within Ontario and partners closely with a Business Development Associate to deliver comprehensive client support. The Hybrid Sales Executive represents Vanguard mutual funds and ETFs to advisors and financial planning firms within the MFDA and IIROC channels, acting as a trusted resource and relationship manager.
Responsibilities:
- Achieves established sales, asset growth, and retention goals while operating in alignment with Vanguard’s Code of Ethics. Implements a strategic territory and sales plan to identify, develop, and grow high‑quality intermediary relationships.
- Drives sales results by increasing awareness of Vanguard’s investment products, solutions, and services. Executes targeted prospecting activities including outbound outreach, virtual engagement, in‑person meetings, client seminars, and participation in national and regional industry events.
- Builds, maintains, and expands intermediary relationships through a combination of electronic, virtual, and in‑person communication. Develops a strong understanding of each intermediary’s business model, investment philosophy, and client base.
- Acts as a trusted consultant by aligning client needs with appropriate Vanguard products and solutions. Educates intermediaries on Vanguard’s offerings, value proposition, and long‑term investment philosophy.
- Develops and demonstrates a strong understanding of capital markets, the investment management industry, and evolving market trends. Leverages this expertise to position Vanguard as a credible and trusted partner.
- Hosts and presents at client meetings, educational events, and seminars to strengthen relationships, build product credibility, and generate actionable sales opportunities.
- Utilizes virtual technology to deliver a personalized client experience and effectively engage intermediaries across geographically diverse territories.
- Partners with field sales teams and key account sales executives to support broader distribution and client coverage efforts.
- Participates in special projects and performs additional duties as assigned.
Qualifications:
Five or more years of related professional experience, including at least one year in a sales or client‑facing role.
Bachelor’s degree or an equivalent combination of education, training, and experience required; graduate degree preferred.
Progress toward professional designations such as MBA, CFA, or CIM preferred.
This role does not require regulatory licensing or registration.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
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About Vanguard
Since our founding in 1975, we’ve been on a mission helping investors achieve their goals. We’re built differently. Vanguard is investor-owned, meaning that we’re owned by our funds, which are owned by our fund shareholder clients.
With no outside shareholders to answer to, we make decisions—including keeping investing costs as low as possible—with our clients’ needs in mind. Whether you’re investing for your first house, college for your kids, or a comfortable retirement, you can be confident we’re on your side. That’s the value of ownership!
We are a community who think—and feel—differently about investing. Together, we’re changing the way the world invests.
Community guidelines: vgi.vg/sgl1