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Dealer-wealth Consultant

3 weeks ago

Montréal, Canada Sun Life Full time

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

As a **Dealer - Wealth Consultant** you will be responsible for representing Dealer with our front line advisors and managers for the province of Quebec. Your objective is to provide comprehensive support which can include training on tools; products; business development; process improvement/business efficiency; market insights and best practice sharing. You will be tasked to develop - and deepen - relationships with both management and our client facing advisors. Through this role you will be the Dealer expert to our front line staff and assist with a variety of questions as you help them grow their wealth business. As a valuable centre of excellence for our advisors - your advice and expertise will be in high demand. This is an exciting role that promises everyday will be an opportunity to make an impact

**What will you do**:

- Support Regions, Managers, and Advisors with comprehensive, timely, and expert Wealth and Dealer support; Support the growth of Wealth business in the region
- Build capability and expertise among Advisors on Dealer process, Wealth processes, tools, and systems, providing expert guidance and technical expertise
- Ensure Advisors, other field-based relationships, and sales roles are equipped with technical expertise on Dealer and Wealth solutions (mutual funds, registered plans, regulatory requirements, trade execution, and portfolio maintenance)
- Build capability and awareness of key Wealth areas to ensure high levels of client satisfaction and sales objectives are met and exceeded in the Region
- Work with partners in Dealer and training specialists’ teams in a region to ensure learning programs for Advisors are comprehensive and up to date on Wealth Management and Dealer practices
- Equip Advisors with timely, accurate, and relevant information and materials on Wealth products; Communicate capabilities and service offerings building relationships with Advisors and Managers through sales presentations
- Build and continually extend advisor capability and knowledge of Wealth products; Lead onboarding of new Advisors with respect to Dealer and Wealth practices

**What do you need to succeed**:

- Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.
- University degree with a minimum of 7 years of related experience, in the financial services industry, wealth products, or an equivalent combination of education and experience
- Experience includes coaching, consultation, wealth product development, sales in financial services, and relationship management
- Licensing not required; a professional financial services designation would be an asset
- Expertise in mutual funds, registered plans, relevant regulatory and compliance requirements
- Expertise in Dealer processes: trade management, systems and technologies, reporting, and administration
- Business acumen; including an understanding of sales and client relationship techniques
- Strong presentation and facilitation skills
- Exceptional organizational skills and the ability to work in a matrix environment

**What's in it for you**:

- Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
- A friendly, collaborative and inclusive culture
- A collaborative and interactive team environment
- Being part of our journey in developing the next greatest digital experience
- Working together, sharing common values and encouraging growth & achievement

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

**Salary Range**:
78,000/78 000 - 128,000/128 000

**Job Category**:
Sales - Distribution Support

**Posting End Date**:
21/05/2025