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
Strong 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
Solid 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 (British Columbia)
🏢 Jobtailor
📍 British Columbia