Wealth Sales Director – External Wholesaler

Jobtailor; Vancouver; On-site; CAD 90,000 - 140,000; Full time

Job summary

Jobtailor in Vancouver seeks an experienced Wealth Sales Leader to drive revenue and relationships with Investment & Financial Advisors. You will lead a Wealth Sales team, develop strategic plans, and expand market share in a dynamic Canadian market.

Responsibilities include direct advisor engagement, achieving targets across products, and fostering a collaborative team culture. A strong foundation in wealth management and investment products is essential.

Qualifications

• IIROC/FSB/MFDA/MGA industry sales experience.
• Proven track record of achieving sales targets.
• Strong knowledge of mutual funds and investment products.
• Extensive wealth management industry knowledge.
• CFA, PFP, CFP or CIM designations are an asset.

Responsibilities

• Conduct extensive in-person meetings with Investment & Financial Advisors.
• Achieve sales targets for all products by leveraging established relationships.
• Develop and execute strategic business plans to increase market share.
• Provide leadership to Wealth Sales Representative and Coordinator.
• Cultivate a positive and collaborative team environment.

Skills

IIROC/FSB/MFDA/MGA Industry Sales

Proven Target Achievement

Mutual Funds Knowledge

Wealth Management Knowledge

CFA/PFP/CFP/CIM Designations (asset)

Education

University Degree or equivalent education

Job description

• Conduct extensive in-person meetings with Investment & Financial Advisors
• Achieve sales targets for all products by leveraging established relationships
• Develop and execute strategic business plans to increase market share
• Provide leadership to Wealth Sales Representative and Coordinator
• Cultivate a positive and collaborative team environment

Requirements

• IIROC/FSB/MFDA/MGA industry sales experience
• University Degree or equivalent industry education
• Proven track record of achieving sales targets
• Strong communication, presentation, and relationship-building skills
• Strong knowledge of mutual funds, investment products, and financial markets
• Extensive knowledge of Wealth Management industry
• Ability to think and respond quickly and adapt to change
• Chartered Financial Analyst (CFA), Professional Financial Planner (PFP), Chartered Financial Planner (CFP) or Chartered Investment Management (CIM) designations are an asset

Core Competencies

Demonstrates expertise in Wealth Management and a proven ability to achieve sales targets through strong relationship-building and strategic business planning. Possesses extensive knowledge of investment products and financial markets, complemented by effective leadership and communication skills.

Highest-signal resume keywords

• IIROC/FSB/MFDA/MGA Industry Sales Experience
• Proven Track Record of Achieving Sales Targets
• Strong Knowledge of Mutual Funds
• Chartered Financial Analyst (CFA) Designation
• Wealth Management Industry Knowledge

ATS Optimization Keywords

Hard Skills

• Sales Target Achievement
• Strategic Business Planning
• Investment Product Knowledge
• Financial Market Knowledge
• Relationship Building

Soft Skills

• Strong Communication Skills
• Presentation Skills
• Team Collaboration
• Adaptability

Certifications & Qualifications

• Chartered Financial Analyst (CFA)
• Professional Financial Planner (PFP)
• Chartered Financial Planner (CFP)
• Chartered Investment Management (CIM)

Industry Keywords

• Wealth Management
• Investment Products
• Financial Advisors
• Mutual Funds
• Market Share