Wealth Sales Representative

Sun Life Financial; Montreal; Hybrid; CAD 56,000 - 93,000; Full time

Job summary

An established industry player is seeking a Wealth Sales Representative to join their dynamic team in Montreal. This role involves collaborating with sales directors and investment advisors to drive sales through proactive outreach and relationship building. The ideal candidate will possess a strong sales background, excellent communication skills, and a passion for capital markets. With a commitment to diversity and inclusion, this forward-thinking company offers a flexible work environment, competitive salary, and robust benefits, empowering you to thrive in your career while making a meaningful impact on clients' lives.

Benefits

Flexible Benefits

Pension and Savings Programs

Wellness Programs

Career Development Opportunities

Qualifications

• Minimum 3 years of sales experience in financial services.
• Strong sales aptitude and ability to build rapport with clients.

Responsibilities

• Partner with Wealth Sales Directors to generate sales.
• Build relationships with investment advisors through phone contact.

Skills

Sales Experience

Communication Skills

Relationship Building

Capital Markets Knowledge

Bilingualism (French, English)

Education

Bachelor's Degree in Commerce, Finance, or Business

Tools

CRM Software

Job description

Wealth Sales Representative page is loaded

Wealth Sales Representative

Apply locations Montreal, Quebec time type Full time posted on Posted 2 Days Ago job requisition id JR00110982

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:

The Individual Insurance and Investments business unit represents close to 30 per cent of all Sun Life Financial global revenue and more than 50 per cent of Canadian earnings. We're a top provider of life, health and wealth products in the Canadian marketplace.

This position 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 the best in asset management from around the world to offer a line-up of unique world class investment solutions.

What will you do?

• Partner with the Wealth Sales Directors (field wholesalers) and a Regional Sales Assistant (administrative coordinators) to generate sales through the IIROC, MFDA, and MGA investment channels;

• Use daily phone contact with investment advisors to build relationships, provide insight about capital markets and increase sales of Sun Life wealth solutions;

• Assist investment advisors and insurance specialists with Sun Life solutions, business building practices and competitor analysis;

• Position incentive includes competitive base salary with commission component.

• Generate sales and lead development through proactive outbound telephone calls and email communications;

• Input & utilize the CRM/database with all the information pertaining to designated region in order to plan and prioritize activities with advisors;

• Participate in national, regional, and project group meetings, sharing feedback and information and actively participate in sales workshops;

• Organize and execute conferences calls and webcasts to connect/network

What do you need to succeed?

• The following certifications: IFIC, CFP, CIM or CFA a plus

• Minimum Bachelor's degree, preferably in a field such as Commerce, Finance, or Business

• Minimum 3 years of sales experience; experience working in the financial services industry

• Extremely strong sales aptitude; entrepreneurial in nature

• Passion for following and understanding capital markets

• Ability to build credibility and rapport with clients over the phone

• Strong listening and communication skills with the ability to simplify complicated financial concepts

• Ability to organize, prioritize and execute sales plans while working within a team

• Professional pose with strong business etiquette

• Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.

What's in it for you?

• We’re honoured to be recognized as a 2024 Best Workplaces in Canada by Great Place to Work Canada

• Flexible Benefits from the day you join to meet the needs of you and your family

• Pension, stock and savings programs to help build and enhance your future financial security

• Wellness programs that support the three pillars of your health – mental, physical and financial

• The opportunity to move along a variety of career paths with amazing networking potential

#LI-Hybrid

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] .

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible 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:

56,000/56 000 - 93,000/93 000

Job Category:

Sales - SIP

Posting End Date:

18/05/2025

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.