Financial Services District Leader

Drive advisor productivity and business growth at Sun Life through financial services expertise, coaching, and strategic planning. Work hybrid across office and virtual settings.This District Manager leads teams supporting Wealth and Insurance results, Client engagement, financial planning, and governance metrics. The position partners with the Regional Vice President, Recruiting Consultant, Business Development Consultant, and Business Development Partners. Success requires business acumen, product knowledge, influence, and performance management in a sales culture.Key Responsibilities:
Build annual business plans with the Regional Vice PresidentCascade targets and adjust activities against business resultsIdentify District growth opportunities and improve advisor efficiencyLead process changes and advisor implementation supportPlan annual advisor training and direct resource accessRequirements:
Minimum five years of progressively responsible experiencePeople leadership experience or equivalent education and experienceDeep insurance and wealth product knowledgeRegulatory, oversight, and compliance expertiseValid life insurance and mutual fund licensesApply business planning, coaching, and financial services knowledge to strengthen advisor performance and Client outcomes at Sun Life.
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