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Wealth Sales Director – External Wholesaler
Sun LifeWealth Sales Director driving sales results and advisor relationships for Sun Life Global Investments. Focused on extensive in-person meetings and strategic business plans.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Wealth Management and a proven ability to achieve sales targets through strong relationship-building and strategic business planning. Possesses extensive knowledge of investment products and financial markets, complemented by effective leadership and communication skills.
Highest-signal resume keywords
IIROC/FSB/MFDA/MGA Industry Sales ExperienceProven Track Record of Achieving Sales TargetsStrong Knowledge of Mutual FundsChartered Financial Analyst (CFA) DesignationWealth Management Industry Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Sales Target AchievementStrategic Business PlanningInvestment Product KnowledgeFinancial Market KnowledgeRelationship Building
Soft Skills
Strong Communication SkillsPresentation SkillsTeam CollaborationAdaptability
Certifications & Qualifications
Chartered Financial Analyst (CFA)Professional Financial Planner (PFP)Chartered Financial Planner (CFP)Chartered Investment Management (CIM)
Industry Keywords
Wealth ManagementInvestment ProductsFinancial AdvisorsMutual FundsMarket Share
About the role
Key responsibilities & impact- Conduct extensive in-person meetings with Investment & Financial Advisors
- Achieve sales targets for all products by leveraging established relationships
- Develop and execute strategic business plans to increase market share
- Provide leadership to Wealth Sales Representative and Coordinator
- Cultivate a positive and collaborative team environment
Requirements
What you’ll need- IIROC/FSB/MFDA/MGA industry sales experience
- University Degree or equivalent industry education
- Proven track record of achieving sales targets
- Strong communication, presentation, and relationship-building skills
- Strong knowledge of mutual funds, investment products, and financial markets
- Extensive knowledge of Wealth Management industry
- Ability to think and respond quickly and adapt to change
- Chartered Financial Analyst (CFA), Professional Financial Planner (PFP), Chartered Financial Planner (CFP) or Chartered Investment Management (CIM) designations are an asset
Benefits
Comp & perks- Competitive base salary
- Aggressive variable compensation plan based on performance
- Incentive plans for eligible employees