Wealth Sales Director
7 days ago
Job Description :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. What will you do?Conduct extensive in-person meetings with Investment & Financial Advisors, across a multitude of Dealership Distribution networks and platforms in the Okanagan & Lower Mainland regions of British Columbia, 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, ETF’s, SMA’s, 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 CoordinatorCultivate 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.What motivates you?You obsess about helping investment advisors, listen, engage and act for their benefit.You think big, with curiosity to discover ways to use your agile approach and enable positive business outcomes.You thrive in teams and enjoy getting things done together.You take ownership and build solutions, focusing on what matters.You do what is right, work with integrity and speak up.You share your humanity, helping us build a diverse and inclusive work environment for everyone.What do you need to succeed?IIROC/FSB/MFDA/MGA industry sales experienceUniversity Degree or equivalent industry educationProven 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 marketsExtensive knowledge of Wealth Management industry and the competitive landscapeAbility to think and respond quickly, able to adapt to change within a rapidly growing and complex area of personal financial servicesChartered Financial Analyst (CFA), Professional Financial Planner (PFP), Chartered Financial Planner (CFP) or Chartered Investment Management (CIM) designations are an asset
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