Wealth Sales Director (External Wholesaler) – Greater Toronto Area North (FSB)
Sun Life Financial • toronto, Canada
Role Description
Job Description
Sun Life Global Investments is an asset management firm based in Canada. We are looking for a driven and ambitious sales leader to work within our Wealth Distribution team in the Northern GTA region. The role involves promoting and selling a range of investment products to financial advisors.
Responsibilities
- Conduct face‑to‑face meetings with full‑service brokerage (FSB) advisors and team members.
- Provide thought leadership, practice management and portfolio analysis to promote SLGI’s product line‑up.
- Achieve sales targets for mutual funds, ETFs, SMAs, segregated funds and payout annuities by leveraging existing relationships and prospecting new advisor relationships.
- Develop and deliver an outstanding advisor experience through sales meetings and investor seminars.
- Represent Sun Life Global Investments in the local financial community and build strong relationships with advisors and indust...