Wealth Advisor Enablement Specialist

Sun Life Hong Kong Limited; Toronto; Hybrid; CAD 65,000 - 98,000; Full time

Benefits offered by this job

Best Workplace for Hybrid Work

Flexible Benefits

Pension and stock programs

Job summary

Sun Life is seeking a Wealth Specialist to join the Wealth Consulting team in Canada. You will support advisor development, conduct portfolio analyses, and assist in regional business planning to drive growth and advisor engagement.

You will coordinate training events, prepare communications, and maintain CRM data while collaborating with Marketing, Product, Finance and IT to implement regional initiatives. This hybrid role emphasizes efficiency and client outcomes.

Qualifications

• Experience with advisor support and wealth management processes is preferred.
• Strong organizational and data management skills are required.
• Bilingualism (French, English) is required for Quebec interactions.

Responsibilities

• Support advisor development through training and coaching on dealer processes and wealth solutions.
• Conduct portfolio analysis and provide business insights for client opportunities.
• Coordinate regional events and advisory training sessions, including logistics and follow‑up.

Skills

CRM administration

Project coordination

Excel

PowerPoint

Stakeholder management

Communication

Multitasking

Wealth management

Education

University degree

College diploma

Tools

CRM systems

Job description

Sun Life is seeking a Wealth Specialist to join the Wealth Consulting team in Canada. You will support advisor development, conduct portfolio analyses, and assist in regional business planning to drive growth and advisor engagement.

You will coordinate training events, prepare communications, and maintain CRM data while collaborating with Marketing, Product, Finance and IT to implement regional initiatives. This hybrid role emphasizes efficiency and client outcomes.