Wealth Sales Director; External Wholesaler – North; FSB

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.

• 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 industry associations.
• Create and implement a comprehensive territory coverage plan.
• Develop and execute a strategic business plan to drive sales results and increase market share.
• Identify new sales opportunities through existing or new partnerships.
• Monitor market trends, competitive landscape and industry developments to inform sales strategies.
• Provide leadership to the Wealth Sales Representative and Wealth Sales Coordinator, cultivating a positive and collaborative team environment.
• Work with the Regional Vice President and fellow Wealth Sales Directors to define, promote and share best practices.

• Experience supporting fully licensed CIRO/IIROC financial advisors.
• University degree or equivalent industry education.
• Proven track record of achieving sales targets and growing market share.
• Strong communication, presentation and relationship‑building skills.
• In‐depth knowledge of mutual funds, ETFs, SMAs, segregated funds, annuities and the financial markets.
• Extensive knowledge of the Wealth Management industry and competitive landscape.
• Ability to think and respond quickly, adapt to change in a fast‑growing area of personal financial services.
• Professional Financial Planner (PFP), Chartered Financial Planner (CFP) or Chartered Investment Management (CIM) designations are an asset.

• Competitive base salary ranging from CAD 110,000 to CAD 180,000 per year.
• Variable compensation plan that rewards outstanding sales results, based on individual and company performance.
• Incentive plans may be based on individual or group sales results.
• Additional benefits may apply.

Posting End Date: 14 June 2026.