Wealth Sales Director (External Wholesaler) â Kitchener / Waterloo & Golden Horseshoe

Sun Life Assurance Company of Canada; Toronto; Hybrid; CAD 105,000 - 180,000; Full time

Job summary

A leading financial services firm in Canada is seeking a driven sales leader to manage advisor relationships and achieve sales targets. This role requires extensive industry experience and a proven track record in sales. You will work in a hybrid environment, enjoying competitive compensation and a supportive culture. Join us in making a difference in clients' lives.

Benefits

Competitive salary and bonus program

Flexible group insurance program

20 vacation days per year

Share Ownership Program

Warm and inclusive culture

Qualifications

• Financial Advisors & MGA industry sales experience required.
• Proven track record of achieving sales targets.
• Strong knowledge of mutual funds and financial products.

Responsibilities

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

Skills

Sales Experience

Business Development

Relationship-Building

Communication Skills

Marketing

Education

University Degree or equivalent industry education

Job description

Overview

You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll 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 youll 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.

Responsibilities

• What will you do
• Conduct face to face meetings with MFDA SLFD & MGA advisors and team members in Golden Horseshoe / Kitchener / Waterloo - including but not limited to providing thought leadership practice management and portfolio analysis promoting SLGIs product line-up.
• Achieve sales targets for all products (mutual funds segregated funds payout 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.

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.

Teamwork & Leadership

• 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 you need to succeed

• Financial Advisors (formerly 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
• Professional Financial Planner (PFP) Chartered Financial Planner (CFP) or Chartered Investment Management (CIM) designations are an asset

What’s in it for you

• A competitive salary and bonus program based on market scale
• A flexible group insurance program starting on your first day of work to meet your needs and those of your family.
• Time off that allows you to focus on the moments that matter most. 20 vacation days per year.
• Our Share Ownership Program gives you the opportunity to invest in Sun Life while benefiting from employer matching contributions.
• We are proud to be included in Great Place to Works 2025 list of Canadas Best Workplaces.
• A warm supportive and inclusive culture.

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 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 roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to .

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range :

105000 / 105 000 - 180000 / 180 000

Job Category : Sales - SIP

Posting End Date : 04 / 08 / 2025

Required Experience : Director

Key Skills

Business Development,Sales Experience,Direct Sales,Marketing,SAAS,Hotel Experience,Management Experience,Revenue Management,Salesforce,Sales Management,Enterprise Sales,negotiation

Employment Type : Full-Time

Experience : years

Vacancy : 1