Wealth Consultant

Sun Life Financial; Toronto; Hybrid; CAD 80,000 - 128,000; Full time

Job summary

A leading financial services firm in Toronto is seeking a Wealth Consultant to support financial advisors and drive growth through client-centric practices. The ideal candidate will have a university degree and at least seven years of experience in investment or wealth management. Responsibilities include coaching advisors, enhancing practice management, and contributing to business growth through strong stakeholder collaboration. This position offers a hybrid work model, fostering inclusivity and diversity in the workplace.

Benefits

Hybrid work model

Diversity and inclusion initiatives

Comprehensive training programs

Qualifications

• Minimum of 7 years of related experience in the investment/wealth management industry.
• Experience in coaching, consultation, and wealth product development.
• Expertise in mutual funds and regulatory compliance requirements.

Responsibilities

• Work closely with advisors to enhance practice management capabilities.
• Lead initiatives to increase net flows and advisor business growth.
• Build relationships across Distribution, Product, and Marketing teams.

Skills

Consultation

Sales in financial services

Relationship management

Presentation skills

Organizational skills

Education

University degree

Tools

Wealth management tools

Data analytics tools

Job description

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. 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. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description

Two Positions Available

Position 1: Wealth Consultant

Position 2: Wealth Consultant- Bilingual proficiency in Mandarin and English required

We have a fantastic opportunity for a driven and ambitious wealth leader to drive results with one of the most iconic brands in Canada. The role is focused on supporting financial advisors in building holistic, client-centric wealth practices — deepening share of wallet, enhancing advisory efficiency, expanding advisory capacity, and supporting portfolio implementation services to improve client outcomes.

This role works within retail wealth distribution under the brand of Sun Life Financial Investments Services (Canada) Inc. (SLFISI) offers our advisors and clients with best-in-class asset managers along with a line-up of unique world class offering, platform and solutions.

What will you do?

Advisor & Practice Development

• Work closely with advisors and field leaders to enhance practice management capabilities, including portfolio construction and implementation, business growth strategies, and wealth solutions to attract and retain high-net-worth clients.
• Support the introduction and adoption of wealth solutions, managed portfolios, and digital tools that improve advisor productivity and client experience.
• Identify and drive opportunities for cross-selling, asset consolidation, and growth in share of wallet through consultative engagement.
• Serve as an ambassador for the firm’s value proposition within the independent advisor community.

Business Growth & Execution

• Lead initiatives that contribute to increased Assets Under Administration (AUA), net flows, and advisor business growth through increased capacity.
• Collaborate with Product, Marketing, and Operations teams to ensure seamless execution of programs and platforms that deliver on advisor and client needs.
• Leverage analytics and performance data to assess effectiveness, uncover opportunities, and refine field engagement models.

Stakeholder Management

• Build strong, collaborative relationships across Distribution, Product, Marketing, and Operations to ensure integrated execution.
• Represent the Wealth Consulting team at internal and external forums, including executive updates, industry events, and advisor councils.
• Provide market intelligence and field insights to influence corporate strategy, advisor experience initiatives, and platform development.
• Support Regions, Managers, and Advisors with comprehensive, timely, and expert support to growth Wealth business in the region
• Build capability and capacity among Advisors on Wealth expertise to address HNW client needs
• Work with partners in the Dealer Satisfaction teams and the Elite service teams to support escalations from the field and direct them to appropriate SME’s.
• Work with the Dealer training team to direct and guide advisor and team training to ensure learning programs for Advisors are comprehensive and up to date on Wealth Management
• Equip Advisors with timely, accurate, and relevant information and materials on Wealth products; Communicate capabilities and service offerings building relationships with Advisors and Managers

Teamwork & Leadership

• Provide teamwork and partnership across the Wealth Consultants to drive better outcomes.
• Cultivate a positive and collaborative team environment within regional and district teams.
• Work with leaders across Retail Advisory solutions.

What motivates you?

• You obsess about helping investment advisors, listen, engage and act for their benefit.
• You think big, with curiosity to discover ways to use your agile approach and enable positive business outcomes.
• You thrive in teams and enjoy getting things done together.
• You take ownership and build solutions, focusing on what matters.
• You do what is right, work with integrity and speak up.
• You share your humanity, helping us build a diverse and inclusive work environment for everyone.

What do you need to succeed?

• University degree with a minimum of 7 years of related experience, in the investment/wealth management industry, wealth products, or an equivalent combination of education and experience
• Experience includes coaching, consultation, wealth product development, sales in financial services, and relationship management
• Expertise in mutual funds, registered plans, relevant regulatory and compliance requirements
• Business acumen; including an understanding of sales and client relationship techniques
• Strong presentation and facilitation skills
• Exceptional organizational skills and the ability to work in a matrix environment
• Ability to think and respond quickly, able to adapt to change within a rapidly growing and complex area of personal financial services
• Chartered Financial Analyst (CFA), Professional Financial Planner (PFP), Chartered Financial Planner (CFP) or Chartered Investment Management (CIM) designations are an asset

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. 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.

Diversity and inclusion

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 [e-mail].

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! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range

80,000/80 000 - 128,000/128 000

Job Category

Sales - Distribution Support

Posting End Date

04/01/2026