Wealth Sales Director - External Wholesaler

Sun Life Québec; Montreal; On-site; CAD 105,000 - 180,000; Full time

Job summary

A leading asset management firm in Canada seeks a Wealth Sales Director to drive results in wealth distribution. The role involves meeting with financial advisors, achieving sales targets, and providing leadership to the sales team. The successful candidate will have a strong sales background and a proven track record in the industry, along with excellent communication skills. This position offers competitive compensation and the opportunity to make a significant impact in the financial community.

Benefits

Competitive salary and bonus structure

Sabbatical Program offers up to 6 weeks off every five years

Diversity and inclusion initiatives

Qualifications

• Minimum 3 to 5 years of IIROC / FSB / MFDA / MGA industry sales experience.
• Proven track record of achieving sales targets and growing market share.

Responsibilities

• Conduct face-to-face meetings with key advisors and team members.
• Achieve sales targets for all products by leveraging established relationships.
• Develop and execute a strategic business plan to achieve sales results.

Skills

Communication

Presentation

Relationship-building

Sales

Bilingualism

Education

University Degree

Job description

Wealth Sales Director - External Wholesaler

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Wealth Sales Director - External Wholesaler

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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.

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 face-to-face meetings with key IIROC / Full-Service Brokerage, MFDA, and MGA advisors and team members, including providing thought leadership, practice management, and portfolio analysis promoting SLGI’s product line-up.
• Achieve sales targets for all products (mutual funds, segregated funds, annuities) by leveraging your established relationships while prospecting for new advisor relationships.
• Develop and execute an unmatched advisor experience 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.

Business Sales Strategies

• 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, including the Wealth Sales Representative and Wealth Sales Coordinator.
• Cultivate a positive and collaborative team environment within regional and national teams.
• 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?

• Minimum 3 to 5 years of 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
• Bilingualism (French, English, both oral and written) is required for frequent interactions with English and French-speaking colleagues or internal partners across Canada.
• Chartered Financial Analyst (CFA), Professional Financial Planner (PFP), Chartered Financial Planner (CFP), or Chartered Investment Management (CIM) designations are assets.

What's in it for you?

• Competitive salary and bonus structure influenced by market data.
• Our unique Sabbatical Program offers up to 6 weeks off every five years.
• Contribute to our Purpose and Sustainability Plan, focusing on increasing financial security, fostering healthier lives, and advancing sustainable investing.
• Listed as one of the Best Workplaces for Women and with Most Trusted Executive Teams.

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, which are discretionary and based on performance. Certain sales roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion are core values at Sun Life. We welcome applications from all backgrounds. Persons with disabilities needing accommodation in the application process or alternative formats may email [emailprotected].

We strive to create a flexible work environment where employees are empowered to do their best work. Flexible options are available and can be discussed during the selection process.

We thank all applicants for their interest. Only those selected for an interview will be contacted.

Salary Range: 105,000 - 180,000

Job Category: Sales - SIP

Posting End Date: 06/06/2025

Seniority level: Not Applicable

Employment type: Full-time

Job function: Sales and Business Development, Financial Services and Insurance