Business Development Consultant - Wealth Focused

at  Sun Life

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You’ll 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, you’ll 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.

EDUCATIONAL REQUIREMENTS:

• University Degree with minimum 5 years of related experience within the financial services industry.

MUST HAVE COMPLETED THE BRANCH MANAGER’S COURSE EXAMINATION AND SATISFY THE EXPERIENCE REQUIRED TO BECOME REGISTERED AS A MUTUAL FUND BRANCH MANAGER WITH THE APPROPRIATE PROVINCIAL SECURITIES COMMISSION.

• Must be in good standing with applicable regulators.
• A professional financial services designation would be an asset.

• Support newly licensed and developing wealth advisors to deliver on holistic business results by introducing resources including Practice Management and collaborate on market identification, sales planning and joint field work.
• Coach and support Advisors to deliver effectively on business results; support the Advisors in creating wealth proposals, business solutions and implementation plans to achieve wealth results.
• Support the recruitment of wealth advisors consistent with Region and District business plans and requirements; actively oversee the successful execution of an onboarding plan, in collaboration with Practice Management Centre of Excellence and SLFD wealth programs.
• Monitor and manage performance of wealth advisors and ensure alignment to business targets.
• Deliver business results consistent with District and Regional sales targets.
• Conduct client block and segmentation analysis to support advisor in improving wealth business performance and holistic client engagement.
• Oversee required measures to support the District Manager in ensuring compliant operations at the District including completing account documentation and regulatory required materials.
• Provide oversight and support the District teams for 180 day mfda supervision requirement.
• Work closely with advisors in their identified Districts to transition from a newly licensed advisor to a competent holistic practice with emphasis on wealth products and processes, coaching including business planning, effective joint field work, best practices, digital tool adoption and other methods to grow their practice.