Wealth Sales Representative

Sun Life Financial; Toronto; On-site; CAD 65,000 - 98,000; Full time

Benefits offered by this job

Hybrid work environment

Flexible Benefits

Pension and stock programs

Learning Centre access

Wellness programs

Vacation days

Job summary

Sun Life Financial is seeking a motivated internal sales professional to drive results within the Sun Life Global Investments wealth distribution team. You will partner with a director and coordinator to grow sales across a designated region, supporting investment advisors and leveraging CRM for strategic outreach.

The role requires at least 3 years of sales experience in financial services, a Bachelor's degree in commerce/finance/business, and a strong entrepreneurial mindset.

Qualifications

• Minimum 3 years of sales experience, preferably in the financial services industry.
• Bachelor's degree in Commerce, Finance, or Business.
• Extremely strong sales aptitude with an entrepreneurial mindset.
• Passion for following and understanding capital markets.
• Ability to build credibility and rapport with clients over the phone.
• Strong listening and communication skills.

Responsibilities

• Partner with the Wealth Sales Director and a Wealth Sales Coordinator to generate sales in the assigned territory.
• Assist investment advisors and insurance specialists with Sun Life Global Investments’ solutions and analyses.
• Generate sales and lead development through outbound calls and emails.
• Input and utilize the CRM/database to plan activities with advisors.
• Participate in meetings and sales workshops to share feedback and information.
• Organize conferences calls and webcasts coordinating product management.
• Develop client base segmentation and strategic plans to increase regional sales.
• Travel to branches and events 2–4 times annually to deepen advisor relationships.

Skills

Sales experience

Financial services

Communication

CRM experience

Capital markets understanding

Education

Bachelor's degree in Commerce, Finance, or Business

Job description

Job Description

About the role: We have a fantastic opportunity for a highly motivated and ambitious sales professional to drive results with one of the most forward‑looking asset management firms in Canada. This internal sales position works within wealth distribution under the brand of Sun Life Global Investments. Sun Life Global Investments brings together the strength of Sun Life Financial with best-in‑class asset managers from around the world to offer a line‑up of unique world class investment solutions. We offer a competitive base salary along with an aggressive variable compensation plan that rewards performance based on the achievement of outstanding sales results.

What will you do?

• Partner with the Wealth Sales Director (external wholesaler) and a Wealth Sales Coordinator (administrative coordinator) to generate sales within your assigned territory
• Assist investment advisors and insurance specialists with Sun Life Global Investments’ solutions, business building practices and competitor analysis
• Generate sales and lead development through proactive outbound telephone calls and email communications
• Input & utilize the CRM/database with all the information pertaining to designated region in order to plan and prioritize activities with advisors
• Participate in national, regional, and project group meetings, sharing feedback and information and actively participate in sales workshops
• Organize and execute conferences calls and webcasts to liaison product and practice management
• Assist wholesaler in developing client base segmentation and a strategic business plan to increase sales from advisors in region
• Travel to branches, conferences and advisor functions within designated regions in order to further develop advisor relationships (2-4 times annually)

What do you need to succeed?

• Minimum 3 years of sales experience; preferably working in the financial services industry
• Minimum Bachelor's degree, preferably in a field such as Commerce, Finance, or Business
• Extremely strong sales aptitude; entrepreneurial in nature
• Passion for following and understanding capital markets
• Ability to build credibility and rapport with clients over the phone
• Strong listening and communication skills with the ability to simplify complicated financial concepts
• Ability to organize, prioritize and execute sales plans while working within a team
• Professional pose with strong business etiquette

Preferred Skills

• CSC or IFIC certification or working towards is strongly preferred
• Financial service industry designations, such as CFP, CIM or CFA, are an asset

What's in it for you?

• Hybrid work environment
• A friendly, collaborative, and inclusive culture
• 15 vacation days per year
• Flexible Benefits from the day you join to meet the needs of you and your family
• Pension, stock and savings programs to help build and enhance your future financial security
• The opportunity to move along a variety of career paths with amazing networking potential
• Access to our Global Learning Centre, available 24/7 for your learning needs
• Wellness programs that support the three pillars of your health – mental, physical and financial

Recent Awards

• We are honoured to be recognized as a 2022, 2023, 2024 and 2025 Best Workplaces in Canada by Great Place to Work Canada
• Great Place to Work list for Best Workplaces for #HybridWork 2022
• Great Place to Work list for Best Workplaces for Professional Development in Canada 2022
• Named “Best Places to Work” by Glassdoor, 2021 and 2023
• We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work, for prioritizing employee well‑being, fostering a positive work culture, and achieving excellence in mental health

Salary and Incentives

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.

Salary Range: 65,000/65 000 - 98,000/98 000

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].

Hybrid Work Policy

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.

Recruitment Process & Acknowledgement

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.

Company Culture

Shine together At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far‑reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. Join a top employer for a brighter future. Visit Sun Life Careers