Wealth Sales Director

Sun Life • Montreal, QC

2d • CA$110,000 - CA$180,000 • Hybrid

About The Position

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

• Minimum 3 to 5 years of 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
• Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada.

Nice To Haves

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

Responsibilities

• Conduct face to face meetings with key IIROC / Full-Service Brokerage, MFDA, and MGA advisors and team members - 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, segregated funds, 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 salary and bonus structure influenced by market range data.
• Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off, every five years.
• Anchored to our Purpose, our Sustainability Plan has three pillars which represent the areas where we have the greatest opportunity to drive positive impact in society: increasing financial security, fostering healthier lives, and advancing sustainable investing.
• We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work.
• We’re also listed as one of the Best Workplaces for Women and Best Workplaces with Most Trusted Executive Teams.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior