Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
Having held sales and management positions at major financial organizations, Jad Hilal has a strong background in investments, sales leadership, and relationship management. He uses his many years of experience in the financial services industry to help advisors grow their practices.
Jad earned a Master of Business Administration in Financial Services from the School of Management, University of Quebec at Montreal (École des sciences de la gestion, ESG UQAM), and achieved his Canadian Investment Manager designation. He is bilingual in French and English.
1155 Metcalfe 11th floor, Montreal, Quebec
514 833 3844
jad.hilal@sunlife.com
linkedin.com/in/jadhilal
sunlifeglobalinvestments.com
Jad Hilal
Wealth Sales Director
Sun Life Global Investments
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Bio
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Profile
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Milestones
“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
2000–2007
2008–2011
2011–2014
2015–present
Year–Year
Various sales and management roles at CIBC Bank
2000–
2007
Inside Sales Representative at Standard Life
2008–
2011
2011: Promoted to Wholesaler at Standard Life
2011: Obtained CIM designation
2014: Earned MBA diploma
2011–
2014
2015: Joined Sun Life Global Investments as Wealth Sales Director
2023: Wealth Professional Top 50 Wholesaler
2015–
present
Job Title at Sun Life Global Investments
2020, 2021 and 2022: Wealth Professional Wholesaler of the Year Finalist
2023: Wealth Professional Top 50 Wholesaler
Year–
Year
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones