Sun Life Financial
Wealth Sales Director Sun Life GTA
Job Description
Join Sun Life Global Investments as a Wealth Sales Director in the Greater Toronto Area. Drive exceptional sales results by connecting with brokerage advisors and managing investments effectively.
This external role focuses on wealth distribution with Sun Life Global Investments, combining the strengths of Sun Life Financial and world-class asset managers. You will play a pivotal role in driving sales for diverse products, leveraging relationships with full-service brokerage advisors in Northern GTA to achieve sales targets consistently.
Key Responsibilities:
• Conduct face-to-face meetings with FSB advisors
• Achieve sales targets for all investment products
• Develop unparalleled advisor experience through meetings
• Represent Sun Life Global Investments in the community
• Create and implement a detailed territory coverage plan
Requirements:
• Experience with CIRO licensed FSB financial advisors
• University Degree or equivalent industry education
• P...
This external role focuses on wealth distribution with Sun Life Global Investments, combining the strengths of Sun Life Financial and world-class asset managers. You will play a pivotal role in driving sales for diverse products, leveraging relationships with full-service brokerage advisors in Northern GTA to achieve sales targets consistently.
Key Responsibilities:
• Conduct face-to-face meetings with FSB advisors
• Achieve sales targets for all investment products
• Develop unparalleled advisor experience through meetings
• Represent Sun Life Global Investments in the community
• Create and implement a detailed territory coverage plan
Requirements:
• Experience with CIRO licensed FSB financial advisors
• University Degree or equivalent industry education
• P...