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.
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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.
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Vacancy posted 1 hour ago
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