Wealth Sales Director - External Wholesaler - Montreal downtown and south shore area

Sun Life Financial; Montreal; Hybrid; CAD 105,000 - 180,000; Full time

Job summary

A leading financial services firm seeks a Wealth Sales Director for the downtown and south shore area of Montreal. This role involves driving sales, managing business relationships with financial advisors, and achieving performance targets. The successful candidate will leverage their industry expertise and interpersonal skills to enhance the client's investment journey.

Benefits

Competitive salary and bonus structure

Sabbatical Program allowing up to 6 weeks off every five years

Diversity and inclusion initiatives

Flexible working options

Supportive work environment

Qualifications

• Minimum 3 to 5 years of IIROC/FSB/MFDA/MGA industry sales experience.
• Strong knowledge of mutual funds, investment products, and financial markets.
• Bilingualism (French, English) is required.

Responsibilities

• Conduct face-to-face meetings with financial advisors and team members.
• Achieve sales targets for all products (mutual funds, annuities).
• Develop and execute strategic business plans to increase market share.

Skills

Communication

Presentation

Relationship-building

Sales experience

Education

University Degree

Job description

Wealth Sales Director - External Wholesaler - Montreal downtown and south shore area page is loaded

Wealth Sales Director - External Wholesaler - Montreal downtown and south shore area

Apply locations Montreal, Quebec time type Full time posted on Posted 13 Days Ago job requisition id JR00110944

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 but not limited to 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 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 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 the 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 an asset

What's in it for you?

• Competitive salary and bonus structure influenced by market range data.
• Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off, every five years.
• Anchored to our Purpose, our Sustainability Plan has three pillars which represent the areas where we have thegreatest opportunity to drive positive impact in society: increasing financial security, fostering healthier lives,and advancing sustainable investing.
• We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work.
• We’re also listed as one of the Best Workplaces for Women and Best Workplaces with Most TrustedExecutive 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, 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 [e-mail] .

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:

105,000/105 000 - 180,000/180 000

Job Category:

Sales - SIP

Posting End Date:

02/07/2025

Shine together

At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.

We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world.

Shape the future

With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter.