Wealth Sales Director - Hybrid Leadership & Growth

Sun Life Financial; Kelowna; Hybrid; CAD 110,000 - 180,000; Full time

Job summary

A leading asset management firm in Canada is looking for a driven sales leader. In this role, you will drive results by conducting meetings with Investment & Financial Advisors, achieving sales targets across various investment products, and developing strategic business plans. The ideal candidate will possess IIROC/FSB/MFDA/MGA industry sales experience, strong communication skills, and a university degree. The position offers a competitive salary, with a range between $110,000 and $180,000 based on experience.

Benefits

Competitive base salary

Aggressive variable compensation plan

Flexible work options

Qualifications

• Proven track record of achieving sales targets and growing market share.
• Extensive knowledge of the Wealth Management industry and competitive landscape.
• Ability to think and respond quickly in a dynamic environment.

Responsibilities

• Conduct meetings with Investment & Financial Advisors to promote SLGI products.
• Achieve sales targets for various investment products.
• Develop and execute strategic business plans.

Skills

IIROC/FSB/MFDA/MGA industry sales experience

Strong communication skills

Presentation skills

Relationship-building skills

Knowledge of mutual funds and investment products

Education

University Degree or equivalent industry education

Tools

Chartered Financial Analyst (CFA)

Professional Financial Planner (PFP)

Chartered Financial Planner (CFP)

Chartered Investment Management (CIM)

Job description

A leading asset management firm in Canada is looking for a driven sales leader. In this role, you will drive results by conducting meetings with Investment & Financial Advisors, achieving sales targets across various investment products, and developing strategic business plans. The ideal candidate will possess IIROC/FSB/MFDA/MGA industry sales experience, strong communication skills, and a university degree. The position offers a competitive salary, with a range between $110,000 and $180,000 based on experience.