Wealth Sales Director
4 days ago
Wealth Sales Director (External Wholesaler) Sun Life•Kelowna, British Columbia Job Description :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 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. 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 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 Chartered Financial Analyst (CFA), Professional Financial Planner (PFP), Chartered Financial Planner (CFP) or Chartered Investment Management (CIM) designations are an asset #J-18808-Ljbffr
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Wealth Sales Director
4 days ago
Kelowna, Canada Sun Life Full timeWealth Sales Director (External Wholesaler) Sun Life•Kelowna, British ColumbiaJob Description: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...
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Kelowna, Canada Sun Life Full timeA leading investment management firm is seeking a driven Wealth Sales Director to enhance distributor relations in the Okanagan & Lower Mainland regions of British Columbia. You will leverage established relationships and drive sales for a range of investment products. The ideal candidate has strong industry knowledge, a proven sales record, and the ability...
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Kelowna, Canada Sun Life Full timeA leading investment management firm is seeking a driven Wealth Sales Director to enhance distributor relations in the Okanagan & Lower Mainland regions of British Columbia. You will leverage established relationships and drive sales for a range of investment products. The ideal candidate has strong industry knowledge, a proven sales record, and the ability...
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Wealth Associate
2 weeks ago
Kelowna, Canada National Bank of Canada Full timeWealth Associate – National Bank of Canada A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors stand out by offering exceptional customer service that will have a positive, long‑term impact on our clients. Responsibilities...
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Wealth Associate
2 weeks ago
Kelowna, Canada Banque Nationale du Canada Full timeA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. - Support investment advisors in providing superior customer...
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Wealth Associate
2 weeks ago
Kelowna, Canada Banque Nationale du Canada Full timeA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Support investment advisors in providing superior customer...
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Regional Director of Sales
4 weeks ago
Kelowna, Canada Eldorado Resort Full timeRegional Director of Sales - Job Description Position Summary: The Regional Director of Sales will lead a dynamic sales team, responsible for the daily sales efforts, total revenues, yield strategies and overall positioning of all properties under the Argus Hospitality umbrella. What will you be doing? Implement and supervise execution of Sales strategic...
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Regional Director of Sales
4 weeks ago
Kelowna, Canada Eldorado Resort Full timeRegional Director of Sales - Job Description Position Summary: The Regional Director of Sales will lead a dynamic sales team, responsible for the daily sales efforts, total revenues, yield strategies and overall positioning of all properties under the Argus Hospitality umbrella. What will you be doing? Implement and supervise execution of Sales strategic...
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Regional Director of Sales
2 weeks ago
Kelowna, Canada Eldorado Resort Full timeRegional Director of Sales - Job Description Position Summary: The Regional Director of Sales will lead a dynamic sales team, responsible for the daily sales efforts, total revenues, yield strategies and overall positioning of all properties under the Argus Hospitality umbrella. What will you be doing? Reporting to the Director of Hospitality, you are...
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Regional Director
4 weeks ago
Kelowna, Canada National Bank of Canada Full timeJoin to apply for the Regional Director (Wholesaler) role at National Bank of Canada We are actively seeking a locally based Regional Director to join our rapidly growing business in Kelowna, British Columbia. As a Regional Director (Wholesaler), you will play a pivotal role as a trusted partner and relationship manager, dedicated to promoting the...
