Wealth Sales Director (External Wholesaler) – Vancouver / Vancouver Island

Sun Life • British Columbia Telecommuters, BC

1d • CA$110,000 - CA$180,000 • Hybrid

About The Position

This external wholesaler role is with Sun Life Global Investments, a forward-looking asset management firm in Canada. The role focuses on driving results within wealth distribution by offering unique, world-class investment solutions. Sun Life Global Investments combines the strength of Sun Life Financial with top asset managers globally. The position offers a competitive base salary and an aggressive variable compensation plan that rewards outstanding sales performance.

Requirements

• IIROC/FSB/MFDA/MGA industry sales experience
• 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

• Chartered Financial Analyst (CFA), Professional Financial Planner (PFP), Chartered Financial Planner (CFP) or Chartered Investment Management (CIM) designations

Responsibilities

• Conduct extensive in-person meetings with Investment & Financial Advisors across various Dealership Distribution networks and platforms on Vancouver Island and part of mainland British Columbia, including providing thought leadership, practice management, and portfolio analysis to promote SLGI’s product line-up.
• Achieve sales targets for all products (mutual funds, ETF’s, SMA’s, Segregated funds, annuities) by leveraging established relationships and prospecting for new advisor relationships.
• Develop and execute an unmatched advisor experience through 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 the Wealth Sales Representative and Wealth Sales Coordinator.
• Cultivate a positive and collaborative team environment within regional and national teams.
• Work with the 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 work model offering flexibility to work from both the office and virtually

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree