Wealth Specialist

sunlife; Toronto; Hybrid; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Best Workplace for Hybrid Work

Flexible Benefits

Job summary

Sun Life in Canada is seeking a Wealth Specialist to support advisor development, portfolio analysis, and regional sales initiatives, enabling consultants to focus on client relationships and growth.

You will coordinate training sessions, manage communications, handle CRM data, and collaborate with Marketing, Product, Finance and IT to drive regional objectives.

This role offers opportunities within a leading financial services firm and a hybrid work environment across Canada.

Qualifications

• Experience in wealth management or mutual funds is preferred.
• Strong analytical and data accuracy skills.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Support advisor development through training and education on dealer processes.
• Conduct portfolio analysis and provide business insights for meetings.
• Coordinate regional events and advisor trainings with logistics.
• Maintain CRM records and track business activity.
• Collaborate with Marketing, Product, Finance, IT on regional initiatives.

Skills

CRM administration

Portfolio analysis

Stakeholder management

Project coordination

Communication skills

Education

University degree or equivalent

Tools

CRM software

PowerPoint

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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description

The Wealth Specialist is a key member of the Wealth Consulting team responsible for supporting advisor development, portfolio analysis, business planning activities, and the execution of regional sales initiatives. This role enables Wealth Consultants to focus on relationship management and business growth by providing operational coordination, training support, advisor communications, and business intelligence that enhance advisor engagement and overall sales effectiveness.

What will you do?

• Partner with Wealth Consultants to support advisor development through training, coaching, and education on dealer processes, wealth solutions, tools, and systems
• Conduct portfolio analysis and provide business insights that enhance advisor meetings and client opportunities
• Support regional business planning initiatives and sales activities to drive advisor engagement and adoption of wealth solutions
• Coordinate regional events, advisor training sessions, meetings, and conferences, including logistics, invitations, registrations, materials, and follow-up activities
• Manage advisor and client communications, including mass email campaigns, marketing initiatives, and sales-related outreach
• Maintain accurate and up-to-date CRM records, advisor information, and business activity tracking
• Process expenses and support administrative activities required for regional business operations
• Collaborate with internal partners including Marketing, Product, Finance, and Information Technology teams to support business initiatives and regional objectives
• Monitor timelines and deliverables to ensure regional projects and activities are executed effectively and on schedule
• Identify process improvement opportunities that enhance operational efficiency and advisor experience
• Participate in team meetings and conference calls to share insights, provide feedback, and contribute to the success of the Wealth Consulting team

What do you need to succeed?

• Support the execution of strategic initiatives that improve advisor growth, sales effectiveness, and client outcomes across the region
• Strong understanding of the mutual fund and wealth management industry
• Advanced proficiency in Microsoft Office, including Excel and PowerPoint
• Portfolio analysis and business planning capabilities
• Customer Relationship Management (CRM) administration and data management skills
• Exceptional organizational and project coordination abilities
• Excellent written and verbal communication skills
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Strong stakeholder management and collaboration skills
• Experience coordinating advisor training, events, and sales initiatives

As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.

What will be nice to have:

• University degree, college diploma, or equivalent combination of education and experience
• Minimum 3-5 years of business experience, preferably within the mutual fund or wealth management industry
• Knowledge of investment products, dealer processes, and wealth management practices
• Investment Funds in Canada (IFIC) and/or Canadian Securities Course (CSC) designation considered a strong asset
• Demonstrated analytical and problem-solving skills
• Strong attention to detail and commitment to data accuracy
• Proven ability to work independently and collaboratively across multiple teams
• Proficiency with CRM systems and sales support tools

What's in it for you?

• We're proud to be a Best Workplace for Hybrid Work by Great Place to Work® Canada
• Be part of our continuous improvement journey in developing the next greatest digital enterprise experience that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
• Flexible Benefits from the da