Director Wealth Management Growth
Sun Life Assurance Company of Canada
Lead wealth management growth at Sun Life through advisor recruitment, transitions, and strategic execution in a hybrid work model.As Director, SLCI Business Growth, you will lead external advisor recruitment and internal transitions for Sun Life Canada Securities Inc. The role connects advisors with the securities dealer platform and converts growth priorities into execution. Success includes recruitment activity, pipeline quality, conversion, advisor experience, and growth targets.Key Responsibilities:
Execute business growth strategy for recruitment and advisor transitionsEstablish priorities supporting multi-year organic asset growthDevelop external advisor recruitment strategies and transition opportunitiesTranslate priorities into milestones, accountabilities, and regional actionsMonitor recruitment, pipeline, onboarding, and conversion measuresRequirements:
Wealth management or securities advisor recruitment leadership experienceKnowledge of Canadian financial services distribution and advisor modelsExperience managing recruitment funnels and conversion targetsAbility to use dashboards, forecasts, and market intelligencePost-secondary degree or equivalent relevant experienceDirect Sun Life wealth management growth by combining advisor recruitment, transition leadership, pipeline management, and execution discipline.
#J-18808-Ljbffr
Execute business growth strategy for recruitment and advisor transitionsEstablish priorities supporting multi-year organic asset growthDevelop external advisor recruitment strategies and transition opportunitiesTranslate priorities into milestones, accountabilities, and regional actionsMonitor recruitment, pipeline, onboarding, and conversion measuresRequirements:
Wealth management or securities advisor recruitment leadership experienceKnowledge of Canadian financial services distribution and advisor modelsExperience managing recruitment funnels and conversion targetsAbility to use dashboards, forecasts, and market intelligencePost-secondary degree or equivalent relevant experienceDirect Sun Life wealth management growth by combining advisor recruitment, transition leadership, pipeline management, and execution discipline.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Director Wealth Management Growth in Winnipeg, MB vacancy
- Lead wealth management growth at Sun Life through advisor recruitment, internal transitions, and strategic execution in a hybrid work model. Build momentum across Canada.As Director, SLCI Business Growth, you will guide distribution growth for Sun Life Canada Securities Inc....Suggested
$50k per year
Select how often (in days) to receive an alert:Title: Director, Wealth Management Technology Requisition ID: 258158Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Join a purpose driven winning team, committed to results...SuggestedLong term contractContract workFlexible hours- Drive profitable wealth management growth in Ontario and Northwestern Quebec with business development leadership and high-net-worth client focus.As Regional Manager at Desjardins, you’ll advance Private Wealth Management objectives across a territory spanning Ontario and Northwestern...Suggested
- CI Investments Inc. is seeking a Business Development Manager to drive sales and asset retention of CI Global Asset Management products. You... ...relationship building, campaign development, and proactive client engagement to foster partnerships and growth. #J-18808-LjbffrSuggestedWork at office
- ...Drive environmental consulting growth at WSP through strategic leadership, financial acumen, and strong relationships across British Columbia and Yukon. This Director leads an established Environmental Management business with responsibility for performance, technical excellence...SuggestedLong term contract
- Drive wealth management automation at National Bank from Montreal or Toronto, combining artificial intelligence, agent technologies, and process optimization.This Senior Director position leads transformation within Wealth Management Operations and reports to the Vice-President...
- Title: Director, Design Operations - Global Wealth ManagementRequisition ID: 276890Join a purpose driven winning team, committed to results, in an inclusive... ...contributes to the overall success of Global Wealth Management’s Digital Experience Design Team ensuring specific individual...
- Royal Bank of Canada is seeking a Senior Director, Operations in Canadian Wealth Management Operations to lead strategy, oversight, and transformation across multiple departments. You will guide a large team of managers, collaborate with cross-functional partners, regulators...
- ...building trusted relationships, driving growth through value (not volume), and helping... ...we are. The roleWe are seeking a Managing Director, Growth (Canada) to own and expand our... ...roadmap ahead. Coach and grow account management practices and skills across the organization...Long term contractRemote workWork from home
- Dura Digital seeks an ambitious Managing Director for Growth in Canada. Leverage client partnerships to drive sustainable growth and enhance digital... ...relationship owner, your focus will include account management, identifying needs, and building lasting partnerships. Collaborating...
- PriceMetrix, a leader within Coalition Greenwich, seeks a Business Development Manager to drive new logos and support sales for data and analytics across the wealth management sector. You will lead client presentations, draft proposals, and negotiate agreements with senior...
- Support RFL Wealth Management’s growth through relationship management, strategic guidance, and confident client communication as a Financial Planner.As a Financial Planner, you will help professionals move forward with recommended financial strategies. The role combines client...Afternoon shift
- Lead wealth strategy and research at Tangerine as a 12-month contract Director, shaping digital offerings through executive insights.... ...market positioning, and long-term growth. It requires research depth,... ...North American wealth management research expertiseStrong quantitative...Long term contractContract work
- Lead revenue growth management for BODYARMOR and POWERADE in Toronto, shaping advanced hydration and stills strategies across Canada.As Director, you will develop consumer occasion, package, pricing, promotion, and channel strategies for these portfolios. You will translate...
- ...company and a leading AI platform for managing people, money, and agents, we’re... ...improved through world-class program management practices. About the RoleWe are... ...a strategic, results-oriented Director of Program Management, M&A & Growth to lead complex M&A and strategic growth...Long term contractWork at officeRemote workHome officeFlexible hours
- Lead revenue growth strategy for BODYARMOR and POWERADE across Canada, shaping pricing, promotions, portfolios, and channels from Toronto.As Director of Revenue Growth Management and OBPPC, you will guide the Stills and Advanced Hydration portfolios. Develop multi-year strategies...
- Lead Revenue Growth Management for Coca-Cola’s Canadian Stills and Advanced Hydration portfolios from Toronto, shaping BODYARMOR and POWERADE strategies.As Director of RGM and OBPPC, you will develop multi-year portfolio, pricing, promotion, package, and channel strategies....
- Drive growth for the Small & Medium Enterprises team as the Director of Product Management at Mastercard. Innovate solutions, enhance value propositions, and optimize P&L for our segment. In this strategic leadership role, you will lead the development and execution of product...
- Lead Wealth growth strategy and distribution at Meridian from the Toronto Corporate Office through a hybrid work opportunity. Shape advisor capacity and commercial mobilization.This Director of Distribution and Activation role owns Wealth growth priorities, distribution strategy...Work at office
$110k - $150k per year
...Associate, Wealth Advisor - Stenner Wealth Partners+ Competitive Total Compensation Range... ...assets (or 25M+ net worth). As a CG Wealth Management team, SWP+ is a highly exclusive practice... ..., a positive / winning mentality for growth, and a high work ethic. Our team members...Long term contractWork at office- Drive innovation in banking with Tangerine as the Director of Wealth Engineering in Toronto, Ontario. Shape the future of digital banking by... .... Key skills required include extensive experience in wealth management, strong leadership, and expertise in modern agile practices....
- Lead Canadian Wealth Management Operations at RBC in Toronto, applying regulatory expertise and strategic leadership across diverse business lines and teams.As Senior Director, Operations, you will guide experienced managers and oversee complex operational functions. You will...
- ...ON seeks a Vice President of Business Development to drive growth with high-net-worth clients. You will expand relationships... ...to client acquisition. Ideal candidates bring 10+ years in wealth or investment management, a strong network, and CIRO registration. #J-18808-Ljbffr
- Lead Wealth Insurance growth across Ontario from Toronto as Scotia Wealth Insurance Services Regional Director, using people leadership and strategic planning.This senior leader manages Ontario’s insurance professionals within Canadian Wealth Management. The mandate covers business...
- Lead innovation as the Senior Director of Wealth Platform Engineering at Tangerine, Canada’s premier... ...and significant experience in wealth management, you’ll collaborate closely with... ...a dynamic work environment focused on growth and development. Key Responsibilities...
- ...the Canadian banking landscape! The Sr. Director of Wealth Engineering will set the vision, guide... ...communicating vision/values/business strategy and managing succession and development planning for... ...courses so you can shape your career growth with the support from diverse industry...Permanent employmentFlexible hours
$5000 per month
...opportunities where AI can improve outcomes and efficiency as related to advisor experience, dealer processes, compliance needs, and other wealth opportunitiesWork with business leaders to unpack and shape AI business cases, clarifying the problem to solve, expected benefits,...Long term contractPermanent employmentFull timePart timeInternshipFlexible hours- Title: Delivery Manager, Wealth Management Requisition ID: 278377Join a purpose driven winning team, committed to results, in an inclusive... ...mitigation optionsSupport governance and reporting for Director‑and VP‑level forumsContribute to scope, schedule, and priority...Work at office
- Drive strategic account growth at Croesus through wealth management expertise, client relationship management, and tailored portfolio solutions. This role... ...teams. The role includes executive management and Board of Directors engagement when needed.Key Responsibilities: Build...Long term contract
- About UsAs a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering... ...Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Director Wealth Management Growth. Be the first to apply!
Related searches
- change management part time Winnipeg, MB
- asset management specialist Winnipeg, MB
- disability management Winnipeg, MB
- tourism management Winnipeg, MB
- configuration management specialist Winnipeg, MB
- resource management specialist Winnipeg, MB
- hotel management training Winnipeg, MB
- product management intern Winnipeg, MB
- resource management Winnipeg, MB
- change management analyst Winnipeg, MB

