08 Nov
|
Sun Life Assurance Company of Canada
|
Toronto
08 Nov
Sun Life Assurance Company of Canada
Toronto
You'll work with dynamic colleagues
- experts in their fields
- who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the lives of individuals, families and communities around the world. Help shape the next chapter of wealth management growth at Sunlife. SLCSI) is expanding Sunlife’s wealth management distribution capabilities through its full-service securities dealer. As part of the Distribution and Channel Management team, the Director, SLCI Business Growth will lead external advisor recruitment and support internal advisors transitioning to the securities dealer. This role turns business growth and recruitment priorities into clear execution plans. Success will be measured through recruitment activity, pipeline quality, conversion, advisor experience, and progress against agreed growth targets. The successful candidate will bring wealth management and advisor recruitment experience, an understanding of the Canadian advisor landscape, and the ability to build credible relationships with advisors, field leaders, and business partners. Lead the execution of the business growth strategy, with accountability for external advisor recruitment and internal advisor transitions. Partner with senior leaders to establish recruitment priorities and contribute to strategic plans supporting multi-year organic asset growth.
Develop and execute recruitment strategies for external advisor teams while helping internal Sun Life advisors understand the value proposition and transition opportunities. Translate recruitment priorities into activity plans, milestones, accountabilities, and regional or market-level actions. Lead prospecting, sourcing, outreach, assessment, follow-up, and conversion practices across the advisor recruitment funnel. Establish and monitor recruitment, pipeline, appointment, onboarding, conversion, and speed-to-productivity measures, and present performance updates to senior leaders. Build relationships with field leaders and coordinate candidate due diligence, contracting, onboarding, transition, and readiness activities with Compliance, Operations, Technology, and other business partners. Experience leading advisor recruitment and building sustainable candidate pipelines in the wealth management or securities industry. Ability to execute recruitment plans, manage a multi-stage candidate funnel, and deliver appointment, onboarding, and conversion targets. Knowledge of Canadian financial services distribution, advisor business models, and the securities and wealth management setting. Ability to use dashboards, forecasts, recruitment data, and market intelligence to prioritize activity, identify gaps, and guide decisions. Experience coordinating candidate due diligence, onboarding, transitions, and issue resolution across multiple business partners.
Ability to communicate effectively and build credibility with candidates, advisors, field leaders, senior leaders, and enterprise partners while managing competing priorities in a complex matrix. securities, wealth management, or investment-industry licensing or accreditation is an asset. Travel is required. As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results. Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to thebrightside@sunlife.
We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you. We may use artificial intelligence to support candidate sourcing, screening, interview scheduling. Sales
- Distribution Support Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As part of Sun Life’s growing team, you have an impact on people
📌 Director, SLCSI Business Growth (Toronto)
🏢 Sun Life Assurance Company of Canada
📍 Toronto