Sales Director, Investments (External Wholesaler)
Core
Lead sales development and build relationships with Independent Financial Advisors in the MGA channel to increase market share for investment products.
Role type
Senior Sales Director (Investments)
Builds
Investment products (segregated funds, GICs, HISA) for Independent Financial Advisors
Domain
Financial Services / Wealth Management
Required skills
Sales leadership, relationship management, public speaking, investment product knowledge, marketing planning, training delivery
Preferred skills
Professional designations (CSC, CIM, LLQP), bilingualism, travel within Ontario
Technologies
PowerPoint, CRM software
Responsibilities
Act as an advisor to Independent Financial Advisors and deliver training on investment products; Achieve or exceed sales objectives; Build and develop relationships with advisors; Develop and implement regional marketing plans; Create presentations; Respond to client inquiries; Attend conferences and road shows
Seniority
Senior, hands-on IC