Wealth Sales Director (External Wholesaler) – Greater Toronto Area North (FSB)
About The Position
We have a fantastic opportunity for a driven and ambitious sales leader to drive results with one of the most forward-looking asset management firms in Canada. This external role works within wealth distribution under the brand of Sun Life Global Investments. Sun Life Global Investments brings together the strength of Sun Life Financial with best-in-class asset managers from around the world to offer a line-up of unique world class investment solutions. We offer a competitive base salary along with an aggressive variable compensation plan that rewards performance based on the achievement of outstanding sales results.
Requirements
- Experience working and supporting fully licensed CIRO financial advisors (formerly IIROC)
- FSB University Degree or equivalent industry education
- Proven track record of achieving sales targets and growing market share.
- Strong communication, presentation, and relationship-building skills
- Strong knowledge of mutual funds, investment products, and financial markets
- Extensive knowledge of Wealth Management industry and the competitive landscape
- Ability to think and respond quickly, able to adapt to change within a rapidly growing and complex area of personal financial services
Nice To Haves
- Professional Financial Planner (PFP), Chartered Financial Planner (CFP) or Chartered Investment Management (CIM) designations are an asset
Responsibilities
- Conduct face to face meetings with full service brokerage (FSB) advisors and team members in Northern GTA - including but not limited to providing thought leadership, practice management and portfolio analysis promoting SLGI’s product line-up.
- Achieve sales targets for all products (mutual funds, ETFs, SMAs, segregated funds, payout annuities) by leveraging your established relationships while prospecting for new advisor relationships.
- Develop and execute on an unmatched advisor experience conducted via sales meetings and investor seminars.
- Represent and promote Sun Life Global Investments in the local financial community by developing strong business relationships with advisors and industry associations.
- Create and implement a thorough territory coverage plan.
- Develop and execute a strategic business plan to achieve sales results and increase market share.
- Identify sales opportunities through new or existing partnerships.
- Monitor market trends, competitive landscape, and industry developments to inform sales strategies and identify new business opportunities.
- Provide leadership to your team consisting of the Wealth Sales Representative and Wealth Sales Coordinator.
- Cultivate a positive and collaborative team environment within regional and national team.
- Work with Regional Vice President, and fellow Wealth Sales Directors to define, promote and share best practices.
Benefits
- Competitive base salary
- Aggressive variable compensation plan that rewards performance based on the achievement of outstanding sales results.
- Hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you!
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
Associate degree
