Wealth Sales Director (Wholesaler)
$110,000–$180,000 year
HybridQuebec, Canada
Job Summary
Conduct face-to-face meetings with key IIROC, MFDA, and MGA advisors to provide thought leadership, practice management, and portfolio analysis while achieving sales targets for mutual funds, segregated funds, and annuities. Develop and execute a strategic business plan to increase market share, including territory coverage planning and investor seminars. Lead a team of Wealth Sales Representatives and Coordinators by cultivating a collaborative environment and sharing best practices with regional partners. Monitor market trends and competitive landscapes to identify new partnership opportunities and inform sales strategies. Represent Sun Life Global Investments in the local financial community by building strong relationships with advisors and industry associations.
Required Qualifications
- 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)
Desired Qualifications
- Chartered Financial Analyst (CFA), Professional Financial Planner (PFP), Chartered Financial Planner (CFP) or Chartered Investment Management (CIM) designations
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.