Wealth Sales Director - External Wholesaler - OTTAWA

Sun Life; Ottawa; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading asset management firm in Ottawa is seeking a driven sales leader to enhance results within wealth distribution. The role involves meeting with financial advisors, achieving sales targets for various investment products, and executing a territory coverage plan. The ideal candidate has 3-5 years of relevant sales experience, a university degree, and is bilingual in English and French. Competitive salary and performance-based bonuses are offered.

Benefits

Competitive salary and bonus structure

Membership in a recognized workplace

Focus on financial security and employee health

Qualifications

• Minimum 3 to 5 years of industry sales experience.
• Proven track record of achieving sales targets.
• Strong knowledge of mutual funds and financial markets.

Responsibilities

• Conduct face-to-face meetings with key advisors.
• Achieve sales targets for mutual funds and annuities.
• Develop strategic business plans and territory coverage.

Skills

Sales experience in IIROC/FSB/MFDA/MGA

Strong communication skills

Bilingualism (English, French)

Education

University Degree or equivalent industry education

Job description

Overview

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

• Conduct face to face meetings with key 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.
• 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 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
• Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
• 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 Trusted Executive Teams