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About the Role
Help shape the next chapter of wealth management growth at Sunlife. In this high-impact role, you will connect exceptional advisors with a compelling platform, guide successful transitions, and build the recruitment momentum that turns ambitious growth goals into lasting results.
Responsibilities
- 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, onboarding, transition, and readiness activities with Compliance, Operations, Technology, and other business partners.
Requirements
- 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 environment.
- 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.
- Travel is required.
Skills
- Bilingualism (French, English, both oral and written) is required for Quebec only
Location
- Quebec
Work Type
- Hybrid
Experience Level
- Director
Education Level
- Post-secondary degree or an equivalent combination of education and relevant experience
- Securities, wealth management, or investment-industry licensing or accreditation is an asset
Salary/Compensations
- 130,000 - 180,000
Benefits
- 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.
About the Company
- At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives.
- Our values shape how we work: caring, authentic, bold, inspiring, and impactful.
- Sun Life Canada Securities Inc. (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.
Equal Opportunity
- Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.
- 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.com.