Dealer-Wealth Consultant at Sun Life
Montréal, QC H2T 3B2, Canada -
Full Time


Start Date

Immediate

Expiry Date

07 Nov, 25

Salary

78000.0

Posted On

07 Aug, 25

Experience

7 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Marketing/Advertising/Sales

Description

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.

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 sharing. You will be tasked to develop – and deepen - relationships with both management and our client facing advisors. Through 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!

Responsibilities
  • 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 field-based 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
Loading...