FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in advisor recruitment strategies and pipeline management within the wealth management and securities industry, while effectively collaborating with senior leaders and business partners to drive organic asset growth and ensure compliance.
Highest-signal resume keywords
Advisor Recruitment LeadershipWealth Management Industry KnowledgeCandidate Pipeline ManagementBilingual Communication (French, English)Data-Driven Decision Making
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Recruitment Strategy DevelopmentCandidate Due Diligence CoordinationOnboarding Process ManagementPerformance Metrics MonitoringMarket Intelligence Utilization
Soft Skills
Effective CommunicationRelationship BuildingCredibility with StakeholdersPrioritization in Complex Environments
Tools & Technologies
DashboardsForecasting ToolsRecruitment Data Analysis
Certifications & Qualifications
Securities LicensingWealth Management Accreditation
Industry Keywords
Financial Services DistributionAdvisor Business ModelsSecurities IndustryCandidate Conversion Targets
About the role
Key responsibilities & impact- Lead 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
- Help 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
- Present performance updates to senior leaders
- Build relationships with field leaders
- Coordinate candidate due diligence, contracting, onboarding, transition, and readiness activities with Compliance, Operations, Technology, and other business partners
- Report to the President, SLCSI
Requirements
What you’ll need- 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
- A post-secondary degree or an equivalent combination of education and relevant experience
- Securities, wealth management, or investment-industry licensing or accreditation is an asset
- Travel is required
- Bilingualism (French, English, both oral and written) is required for Quebec
Benefits
Comp & perks- Hybrid work arrangement with flexibility to work from the office and virtually
- Incentive plans, with payment subject to individual and company performance
- Sales incentive plans for certain sales-focused roles, based on individual or group sales results
- Accommodation support in the application process
- Diverse and inclusive workplace