Investment and Financial Planning Sales Associate
4 days ago
We are seeking a dynamic and knowledgeable sales associate to join a specialized advisor’s team at Sun Life in the Vancouver general area. This position will play a crucial role in delivering sales leads for the team while providing exceptional service to newly found clients.
The hiring advisor boasts extensive industry experience since 2007, dedicating his expertise to portfolio management, risk management, and investment strategies tailored for high net worth families. His exceptional dedication and proficiency in wealth management was recognized when he was awarded the prestigious title of #1 Wealth Advisor of the Year in our district (VGA, excluding Surrey). The advisor is on track to win again in 2025.
Sales responsibilities:
- Developing a sales plan with the advisor
- Executing the sales plan
- Identifying prospecting opportunities outside of the initial sales plan
- Assisting in the onboarding process
- Joining networking and other social events
- Actively engage in prospecting
- Work towards referrals from existing clients
- Respond to Sun Life lead program in an efficient and timely manor
Other responsibilities but are not limited to:
- Maintaining client relationships
- Process administrative requests such as: Opening accounts, initiating PACs/AWDs, add banking, updating KYC/IQ information, processing transfers
- Respond and act on client inquiries
- Provide advisor with client reporting
- Deliver and act on investment recommendations
- Highly social and outgoing
- A large network localized in BC
- Charismatic, trustworthy, personable, ambitious, and confident
- Enjoys working with people and genuinely wants to help provide solutions
- Detail focused while maintaining a high pace environment
- A passion for the financial planning industry
- Entrepreneurial and performance driven
- Desire to work towards being a fully capable advisor
Skills & Qualifications:
- Mutual fund licensed
- Have a broad and deep network
- Proactive and able to work and learn independently
- Able to work as an effective team player
- Outstanding communication skills, both written and verbal, allowing for effective client interaction in English; fluency in additional languages is advantageous
- Experience with developing financial plans
- Expected to onboard at least $5,000,000 in AUM within the first 3 months
Kindly submit your resume along with a cover letter that outlines why you believe you're an ideal match for this position and how your skills and experience will enable you to excel in this role.
Pay: $55,000.00-$85,000.00 per year
**Benefits**:
- Dental care
- Paid time off
- Vision care
Work Location: Hybrid remote in Richmond, BC V7B 1C3
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