Regional Vice President, Western Canada

sunlife; Vancouver; Sur place; CAD 120 000 - 180 000; Plein temps

Résumé du poste

Sun Life Global Investments is seeking a Regional Vice President, Western Canada, Wholesale Distribution, located in Calgary or Vancouver. You will lead the regional sales team, coach in-field, and drive the multi-channel sales strategy to meet aggressive targets.

The role requires a seasoned leader with deep knowledge of wealth management, strong relationship-building, and the ability to work across sales, compliance, and product teams. Frequent travel is expected.

Qualifications

• Minimum 10 years in a senior management role in Financial Services.
• Strong leadership and interpersonal skills plus strategic execution.
• Deep understanding of wealth products, sales processes and market trends.

Responsabilités

• Coach in-field sales across Western Canada.
• Drive alignment of sales team to strategic direction.
• Achieve regional gross and net sales targets.
• Lead, motivate and develop regional team; analyze data and trends.
• Collaborate with sales, compliance, training, marketing and product teams.

Connaissances

Leadership

Financial services

Strategic planning

Stakeholder mgmt

Sales coaching

Travel readiness

Formation

MBA preferred

CFA/CFP/CIM

Description du poste

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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description

We have a fantastic opportunity for a driven and ambitious sales coach and leader to drive results with one of the most forward-looking asset management firms in Canada. This leadership 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.

What will you do

Located in either Calgary or Vancouver, the Regional Vice President (RVP), Western Canada, Wholesale Distribution role is a key position within Sun Life Global Investments. The RVP role is accountable for the management of the regional sales team consisting of external and internal wholesalers responsible for the achievement of the regional sales targets among the multi-channel distribution strategy for SLGI in Western Canada. They will be responsible for in‑field sales coaching while increasing the productivity of each territory. The product suite features SLGI's lineup of leading mutual funds, ETF Series, SMAs, Alternatives, Segregated funds and Payout Annuities. Frequent travel is required.

Main Accountabilities

• The RVP role is responsible to in‑field sales coaching across Western Canada.
• The RVP role is critical in executing the strategic direction for the firm, and the sales team's alignment to this strategy through consistent and effective coaching and business planning.
• The RVP role is responsible for the achievement of the assigned regional and territorial gross and net sales targets.
• They lead, motivate and coach their direct reports in both 1:1 and group settings, analyze data/reporting, stay current on industry trends and the competitive landscape, network and help build relationships within the industry, and work closely with all internal stakeholders among sales, compliance, national accounts, training, marketing and product teams.
• Promote SLGI's Value Proposition within the Western region in line with overall SLGI strategic business plan.
• Team Building: Hire, develop and motivate the regional sales team in various roles including Wealth Sales Directors (WSD), Wealth Sales Representatives (WSR), and Wealth Sales Coordinators (WSC) and other roles that may apply from time to time.
• Budget and Expense Management.

What do you need to succeed

• 10 years experience in a senior management position within the Financial Services industry plus and previous asset management and insured wealth solutions experience. Prior wholesaling experience is recommended.
• Proven effective strong leadership and interpersonal skills.
• Strong business acumen.
• Ability to address issues strategically and execute operationally.
• The ability to influence and interact with all levels of the organization is key.
• Possess a deep understanding of cultural and business differences within the Western Region.
• An in‑depth understanding of financial service needs from wealth accumulation through wealth preservation.
• Strong knowledge of all wealth products and sales processes.
• Extensive knowledge of Wealth Management industry, our competitors and their products and services, including market segmentation and trends.
• Proven networking and communication skills, able to effectively communicate with financial advisors.
• Strong presentation skills (including use of technology), ability to think and respond quickly, able to adapt to change within a rapidly growing and complex area of personal financial services.
• One or more professional designation in financial services is recommended i.e., MBA, CFA, CFP, CIM.

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused r