Wealth Sales Director: Advisor Growth & Strategy

Sun Life Assurance Company of Canada; Toronto; On-site; GBP 90,000 - 150,000; Full time

Benefits offered by this job

Sales incentive plans

Competitive base salary

Job summary

Sun Life Assurance Company of Canada is seeking a driven sales leader to drive results within Sun Life Global Investments’ wealth distribution. You will conduct face-to-face meetings with fully licensed CIRO financial advisors, promote a broad product line, and build strong relationships while targeting growth across mutual funds, ETFs, SMAs, and annuities.

You will develop strategic sales plans, oversee a team, and collaborate with advisors and associations to expand reach.

Qualifications

• Experience working with fully licensed CIRO financial advisors (FSB)
• 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
• Professional Financial Planner (PFP), Chartered Financial Planner (CFP) or CIM designations are an asset

Responsibilities

• Conduct face-to-face meetings with advisors and team members to promote products
• Achieve sales targets for mutual funds, ETFs, SMAs, and annuities via existing and new relationships
• Develop and execute advisor experience through meetings and seminars
• Represent Sun Life Global Investments in the local financial community
• Create and implement a thorough territory coverage plan
• Develop and execute strategic plans to increase market share
• Monitor market trends and competition to inform sales strategies

Skills

Relationship-building

Communication skills

Presentation skills

Sales leadership

Strategic thinking

Education

University Degree or equivalent industry education

Job description

Sun Life Assurance Company of Canada is seeking a driven sales leader to drive results within Sun Life Global Investments’ wealth distribution. You will conduct face-to-face meetings with fully licensed CIRO financial advisors, promote a broad product line, and build strong relationships while targeting growth across mutual funds, ETFs, SMAs, and annuities.

You will develop strategic sales plans, oversee a team, and collaborate with advisors and associations to expand reach.