Position Description

Manager, Education Savings & Sales Development
Province Ontario
Location Ontario - Head Office Mississauga
City Mississauga
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Manager, Education Savings & Sales Development 

Reporting to Senior Manager, Sales Development and Strategic Initiatives

Full-Time Position

At Knowledge First Financial (KFF), we’re on a journey to create an entirely new student experience. One that is built on instilling confidence in students around the paths they are choosing and their ability and agency to achieve their goals for the future. As enablers and orchestrators of students’ success, we will create access, affordability and agency for students and their champions across our services and solutions. This will provide them with guidance and support in all aspects of planning and saving for post secondary education - giving them a future-ready advantage and help them thrive well past their educational journey.

What makes us qualified to do this?

In business since 1965 and owned and operated by a not-for-profit organization, everything we do is in service to our students. We are a diverse and passionate community of experts that firmly believes in the benefits of education, priding ourselves on helping to shape their future and empowering them to reach their full potential.

As we move forward, we will leverage and build upon our unmatched expertise in the RESP space to propel both our students and our company forward, ensuring a better tomorrow. Our vision is set, our future is bright, and we’re just getting started.


We are looking for a high-potential Sales professional to oversee the day-to-day activities of a newly created team of sales professionals – focused on deepening client relationships. T he incumbent will coach, support and mentor their team of professionals.


  • Lead, coach and develop the Sales and Innovation Specialists ensuring performance metrics and business outcomes are achieved
  • Own the sales teams outbound client engagement and account management process to support significant growth year over year
  • Work strategically with the leadership team to deliver forecasts, identify trending opportunities / challenges and provide recommended solutions
  • Act as an escalation point for the Customer Success & Sales Development Team
  • Act as a subject matter expert on new tools / technology
  • Leverage the newly created reports, dashboards and metrics to enable data driven sales processes.
  • Contribute to operational improvements aimed at streamlining procedures/processes that enhance the client experience and promote the team's ability to deepen client relationships


  • A university degree or equivalent industry experience is required
  • 7+ years in Financial Services with experience in Wealth Management
  • Strategic business development through design of comprehensive programs
  • Monitoring industry trends for suitable business opportunities
  • A strong people manager with a proven history of coaching
  • A leader able to support the team through a time of significant change
  • Understands the mechanics of a substantial Distribution organization
  • Proven ability to work cross-functionally
  • Track record of delivery and results
  • Someone eager to learn, with a strong desire to make an impact, contributing to our growth and passionate about personal and professional development
  • MFDA / IIROC license considered an asset
  • Stay apprised of industry and regulatory changes and competitive landscape
  • Drives results and contributes to change processes that improve organizational performance and creates a culture of accountability.

Work Model

We have adopted a hybrid model, leveraging the best of remote and in-person work.

COVID-19 Vaccination

All Knowledge First Financial employees are required to be fully vaccinated as a condition of hire in accordance with the Company's Mandatory Vaccination Policy.

Accommodation Individuals Who Cannot Be Vaccinated

The Company is committed to a workplace free from discrimination and harassment in accordance with Ontario human rights laws. Candidates who provide a medical or religious reasoning for not having received a COVID-19 vaccine, will be assisted by the Company in developing and implementing an appropriate accommodation. Accommodations will be granted where they do not cause the Company undue hardship or pose a direct threat to the health and safety of others.

Equal Opportunity Employer
We at Knowledge First Financial, are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a culture that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

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