Sales Director for Wealth Management
Sun Life Financial • toronto, Canada
Role Description
Elevate your career as a Wealth Sales Director with Sun Life Global Investments in the Northern Greater Toronto Area. Focus on relationship-building and sales strategies to promote a diverse product range.
In this pivotal role, you will spearhead the sales efforts for investment products, leveraging your established network within the financial advisory community. Your expertise in mutual funds, ETFs, and personal financial service trends will inform your approach. You’ll also lead a collaborative team of sales representatives to enhance performance and support advisor satisfaction.
Key Responsibilities:
• Engage with brokerage advisors and team members
• Provide practice management and portfolio insights
• Drive sales for numerous investment offerings
• Create outstanding experiences for advisors
• Establish a comprehensive territory coverage plan
Requirements:
• Experience with licensed financial advisors
• Relevant university degree or industry educatio...
In this pivotal role, you will spearhead the sales efforts for investment products, leveraging your established network within the financial advisory community. Your expertise in mutual funds, ETFs, and personal financial service trends will inform your approach. You’ll also lead a collaborative team of sales representatives to enhance performance and support advisor satisfaction.
Key Responsibilities:
• Engage with brokerage advisors and team members
• Provide practice management and portfolio insights
• Drive sales for numerous investment offerings
• Create outstanding experiences for advisors
• Establish a comprehensive territory coverage plan
Requirements:
• Experience with licensed financial advisors
• Relevant university degree or industry educatio...