Wealth Consultant — Growth & Advisor Enablement (Bilingual)

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

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.