Description
Lead investment sales with Sun Life Global Investments in the Northern Greater Toronto Area. This role emphasizes face-to-face engagement with financial advisors to drive sales of various investment products.
As a Wealth Sales Director, you'll be crucial in enhancing the Wealth Distribution team at Sun Life Global Investments. You’ll utilize your skills in building relationships and thought leadership to achieve sales targets for mutual funds, ETFs, and more. Expect to engage directly with brokerage advisors and implement strategic business plans to boost market share.
Key Responsibilities:
• Conduct meetings with full-service brokerage advisors
• Provide thought leadership and portfolio analysis
• Achieve sales targets for investment products
• Develop advisor experiences through seminars
• Build relationships within the financial community
Requirements:
• Experience with CIRO/IIROC financial advisors
• University degree or equivalent education
• Prove...
As a Wealth Sales Director, you'll be crucial in enhancing the Wealth Distribution team at Sun Life Global Investments. You’ll utilize your skills in building relationships and thought leadership to achieve sales targets for mutual funds, ETFs, and more. Expect to engage directly with brokerage advisors and implement strategic business plans to boost market share.
Key Responsibilities:
• Conduct meetings with full-service brokerage advisors
• Provide thought leadership and portfolio analysis
• Achieve sales targets for investment products
• Develop advisor experiences through seminars
• Build relationships within the financial community
Requirements:
• Experience with CIRO/IIROC financial advisors
• University degree or equivalent education
• Prove...
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