About The Position
This external wholesaler role is within wealth distribution under the brand of Sun Life Global Investments. Sun Life Global Investments combines the strength of Sun Life Financial with best-in-class asset managers globally to offer unique investment solutions. The position offers a competitive base salary and an aggressive variable compensation plan that rewards outstanding sales results.
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.
- Provide 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
- Supportive, flexible, and inclusive work environment
- Opportunities to learn, grow, and succeed
- Hybrid work model offering flexibility to work from both the office and virtually
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
Number of Employees
1-10 employees
