Dealer-Wealth Consultant
Dealer-Wealth Consultant
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Job Description
You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll work with dynamic colleagues experts in their fields who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day youll have new and exciting opportunities to make life brighter for our Clients who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals families and communities around the world.
Job Description:
As a Dealer Wealth Consultant you will be responsible for representing Dealer with our front line advisors and managers for the province of Quebec. Your objective is to provide comprehensive support which can include training on tools; products; business development; process improvement/business efficiency; market insights and best practice will be tasked to develop and deepen relationships with both management and our client facing this role you will be the Dealer expert to our front line staff and assist with a variety of questions as you help them grow their wealth business. As a valuable centre of excellence for our advisors your advice and expertise will be in high demand. This is an exciting role that promises everyday will be an opportunity to make an impact!
What will you do:
Support Regions Managers and Advisors with comprehensive timely and expert Wealth and Dealer support; Support the growth of Wealth business in the region
Build capability and expertise among Advisors on Dealer process Wealth processes tools and systems providing expert guidance and technical expertise
Ensure Advisors other fieldbased relationships and sales roles are equipped with technical expertise on Dealer and Wealth solutions (mutual funds registered plans regulatory requirements trade execution and portfolio maintenance)
Build capability and awareness of key Wealth areas to ensure high levels of client satisfaction and sales objectives are met and exceeded in the Region
Work with partners in Dealer and training specialists teams in a region to ensure learning programs for Advisors are comprehensive and up to date on Wealth Management and Dealer practices
Act as an internal subject matter expert for group training activities
Equip Advisors with timely accurate and relevant information and materials on Wealth products; Communicate capabilities and service offerings building relationships with Advisors and Managers through sales presentations
Build and continually extend advisor capability and knowledge of Wealth products; Lead onboarding of new Advisors with respect to Dealer and Wealth practices
What do you need to succeed:
Bilingualism (French English both oral and written) is required for the frequent interactions with English and Frenchspeaking colleagues or internal partners across Canada and worldwide.
University degree with a minimum of 7 years of related experience in the financial services industry wealth products or an equivalent combination of education and experience
Experience includes coaching consultation wealth product development sales in financial services and relationship management
Licensing not required; a professional financial services designation would be an asset
Expertise in mutual funds registered plans relevant regulatory and compliance requirements
Expertise in Dealer processes: trade management systems and technologies reporting and administration
Business acumen; including an understanding of sales and client relationship techniques
Strong presentation and facilitation skills
Exceptional organizational skills and the ability to work in a matrix environment
Whats in it for you:
Being a member of the Sun Life family a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
A friendly collaborative and inclusive culture
A collaborative and interactive team environment
Being part of our journey in developing the next greatest digital experience
Working together sharing common values and encouraging growth & achievement
The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay eligible Sun Life employees participate in various incentive plans payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.
Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.
Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may email a request to .
At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Salary Range:
78000//128 000Job Category:
Sales Distribution SupportPosting End Date:
21/05/2025Required Experience:
Contract
Employment Type
Full-Time
