Conduct extensive in-person meetings with Investment & Financial AdvisorsAchieve sales targets for all products by leveraging established relationshipsDevelop and execute strategic business plans to increase market shareProvide leadership to Wealth Sales Representative and CoordinatorCultivate a positive and collaborative team environmentRequirements
IIROC/FSB/MFDA/MGA industry sales experienceUniversity Degree or equivalent industry educationProven track record of achieving sales targetsStrong communication, presentation, and relationship-building skillsStrong knowledge of mutual funds, investment products, and financial marketsExtensive knowledge of Wealth Management industryAbility to think and respond quickly and adapt to changeChartered Financial Analyst (CFA), Professional Financial Planner (PFP), Chartered Financial Planner (CFP) or Chartered Investment Management (CIM) designations are an assetCore 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 ExperienceProven Track Record of Achieving Sales TargetsStrong Knowledge of Mutual FundsChartered Financial Analyst (CFA) DesignationWealth Management Industry KnowledgeATS Optimization Keywords
Hard Skills
Sales Target AchievementStrategic Business PlanningInvestment Product KnowledgeFinancial Market KnowledgeRelationship BuildingSoft Skills
Solid Communication SkillsPresentation SkillsTeam CollaborationAdaptabilityCertifications & Qualifications
Chartered Financial Analyst (CFA)Professional Financial Planner (PFP)Chartered Financial Planner (CFP)Chartered Investment Management (CIM)Industry Keywords
Wealth ManagementInvestment ProductsFinancial AdvisorsMutual FundsMarket Share
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📌 Wealth Sales Director – External Wholesaler (Winnipeg)
🏢 Jobtailor
📍 Winnipeg