- Conduct extensive in-person meetings with Investment & Financial Advisors
- Achieve sales targets for all products by leveraging established relationships
- Develop and execute strategic business plans to increase market share
- Provide leadership to Wealth Sales Representative and Coordinator
- Cultivate a positive and collaborative team environment

Requirements

- IIROC/FSB/MFDA/MGA industry sales experience
- University Degree or equivalent industry education
- Proven track record of achieving sales targets
- Robust communication, presentation, and relationship-building skills
- Strong knowledge of mutual funds, investment products, and financial markets
- Extensive knowledge of Wealth Management industry
- Ability to think and respond quickly and adapt to change
- Chartered Financial Analyst (CFA), Professional Financial Planner (PFP), Chartered Financial Planner (CFP) or Chartered Investment Management (CIM) designations are an asset

Core Competencies

Demonstrates expertise in Wealth Management and a proven ability to achieve sales targets through strong relationship-building and strategic business planning.



Possesses extensive knowledge of investment products and financial markets, complemented by effective leadership and communication skills.

Highest-signal resume keywords

- IIROC/FSB/MFDA/MGA Industry Sales Experience
- Proven Track Record of Achieving Sales Targets
- Strong Knowledge of Mutual Funds
- Chartered Financial Analyst (CFA) Designation
- Wealth Management Industry Knowledge

ATS Optimization Keywords

Hard Skills

- Sales Target Achievement
- Strategic Business Planning
- Investment Product Knowledge
- Financial Market Knowledge
- Relationship Building

Soft Skills

- Strong Communication Skills
- Presentation Skills
- Team Collaboration
- Adaptability

Certifications & Qualifications

- Chartered Financial Analyst (CFA)
- Professional Financial Planner (PFP)
- Chartered Financial Planner (CFP)
- Chartered Investment Management (CIM)

Industry Keywords

- Wealth Management
- Investment Products
- Financial Advisors
- Mutual Funds
- Market Share

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📌 Wealth Sales Director – External Wholesaler (Vancouver)
🏢 Jobtailor
📍 Vancouver