Lead Wealth Sales initiatives with a focus on strategic business planning and relationship-building. Achieve sales targets while cultivating a cooperative team setting.
In this Wealth Sales Director position, you will leverage your experience to develop and execute business strategies for increased market share. This role requires extensive in-person meetings with Investment and Financial Advisors, where your expertise will help guide sales representatives. A commitment to building robust relationships is crucial for success.
Key Responsibilities:
• Conduct in-person meetings with Financial Advisors
• Achieve sales targets for investment products
• Develop strategic business plans to boost market presence
• Provide leadership to sales representatives and coordinators
• Foster a positive team atmosphere
Requirements:
• IIROC/FSB/MFDA/MGA sales experience
• University Degree or equivalent
• Proven history of achieving sales targets
• Robust presentation and communication skills
• In-depth knowledge of financial markets and mutual funds
Strategically lead sales and enhance relationships in the Wealth Management sector as a Wealth Sales Director.
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📌 Wealth Management Sales Director Role Vancouver (Canada)
🏢 Jobtailor
📍 Canada