Director, SLCSI Business Growth
Core
Lead external advisor recruitment and support internal advisor transitions to Sun Life Canada Securities Inc. (SLCSI) to drive wealth management growth.
Role type
Director, Business Growth (Recruitment & Distribution)
Builds
External advisor teams and internal transition pipelines for SLCSI
Domain
Wealth management / Securities distribution in Canada
Deliverable
client delivery
Required skills
Advisor recruitment leadership, multi-stage funnel management, Canadian financial services distribution knowledge, data-driven decision making, stakeholder coordination, strategic planning
Preferred skills
Securities or wealth management licensing/accreditation
Technologies
Dashboards, recruitment data tools, market intelligence platforms
Responsibilities
Lead execution of business growth strategy for advisor recruitment; Partner with senior leaders on multi-year organic asset growth plans; Develop and execute recruitment strategies for external and internal advisors; Translate priorities into activity plans and milestones; Lead prospecting, sourcing, outreach, assessment, and conversion; Monitor recruitment metrics and present updates to senior leaders; Coordinate due diligence, contracting, onboarding, and transitions with business partners.
Seniority
Director, strategic execution & leadership
