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Added 4 mins ago
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Manager, Sales Compensation
Aviso
Toronto, ON
- $110,000 to $135,000 CAD / year
- Full-time
Reporting to the Director, Strategic HRBP, the Manager, Sales Compensation is responsible for the design, governance, administration, and continuous enhancement of Aviso's sales…
Added 19 mins ago
SL
Account Executive, National Accounts Managing
Sun Life
Calgary, AB · Edmonton, AB
- Full-time
The National Accounts Managing Account Executive is responsible for business development, client retention and the profitable management of a portfolio of group clients in the Calgary sales…
Added 19 mins ago
BE
Accounts Manager
Battlefield Equipment Rentals
Collingwood, ON
- Full-time
The Account Manager (Sales Representative) plays a critical role as the direct liaison between our branches and our customers, helping to develop, maintain, and grow the relationships that…
Added 19 mins ago
CG
Bilingual Sales Associate, Apartments.com - Montréal, Québec
CoStar Group
Montreal, QC
- Full-time
Business Development – Using CoStar Groups extensive market data, prospect opportunities to develop new business, and identify upsell and renewal opportunities with current customers.
Added 19 mins ago
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Associate Investment Advisor- Bilingual
CIBC
Laval, QC · Montreal, QC
- Full-time
As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and…
Added 19 mins ago
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CIBC - Assistant, Investment Advisor - Wood Gundy - Montreal -Bilingual
CIBC
Laval, QC · Montreal, QC
- Full-time
Business Development – Proactively identify business opportunities for your team. Work closely with Investment Advisors to support business development activities and assist in the building…
Added 19 mins ago
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CIBC - Administrative Assistant - Wood Gundy - Montreal -Bilingual
CIBC
Laval, QC · Montreal, QC
- Full-time
…Assistant you will be responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan…
Added 33 mins ago
Manager, Commercial Asset Management
Trans Mountain
Calgary, AB
Trans Mountain is seeking a collaborative, motivated, and values driven individual to join our dynamic team as a Manager, Commercial Asset Management. In this position, you will play a key…
Added 33 mins ago
S
Marketing Manager - B2B
Swoon
Toronto, ON
- Contract
Support product launches, promotional campaigns, and go-to-market initiatives across relevant business lines and investment products.
Added 34 mins ago
Sales Representative - St Albert
Encore Market Engagement
Lethbridge, AB
Your role is to identify business development opportunities and drive sales within an assigned geographical territory. Representing a portfolio of consumer packaged goods brands, you will…
Added 34 mins ago
Sales Representative - Regina
Encore Market Engagement
Regina, SK
Your role is to identify business development opportunities and drive sales within an assigned geographical territory. Representing a portfolio of consumer packaged goods brands, you will…
Added 34 mins ago
Sales Representative - Orangeville
Encore Market Engagement
Orangeville, ON
Your role is to identify business development opportunities and drive sales within an assigned geographical territory. Representing a portfolio of consumer packaged goods brands, you will…
Added 1 hour ago
Business Advisor - Vaughan Market, ON
Scotiabank
Woodbridge, ON
You demonstrate excellent business development techniques and are conversant with business legal structures and life cycles, competitor offerings and alternate sources of financing
Added 3 hours ago
H
Insurance Advisor
Howden
Winchester, ON
- Full-time
…concern, or the risk, we can get the right people in a room and find the right answer. Our collective power is also helping us to change the insurance narrative – doing right by our clients…
Added 4 hours ago
NB
Contract Implementation Coordinator
National Bank of Canada
Montreal, QC
- Full-time
…you help accelerate policy issuance, ensure contract quality, and support sales conversion. Your work has a direct impact on the advisor experience, collaboration with insurance carriers,…
Added 4 hours ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
…focused on indirect tax advisory, compliance, controversy, and practice development. The successful candidate will work closely with partners and clients to navigate increasingly complex…
Added 5 hours ago
M
Senior Business Architecture Advisor, Direct Distribution
Maarut
Montréal-Est, QC · Montreal, Quebec
- Contract
of its delivery teams, positioned between enterprise and business architects,
Added 5 hours ago
RB
Financial Advisor
Royal Bank of Canada
New Westminster, BC
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 7 hours ago
R
Financial Advisor
RBC
New Westminster, BC
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 9 hours ago
D
Personal Finance Advisor, Assigned Clientele
Desjardins
Montreal, QC · Caisse Desjardins du Cœur-de-l'Île
- Full-time
As a personal finance advisor - assigned clientele, you help develop and maintain lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 9 hours ago
C
Mortgage Solutions Advisor, Remote - Bilingual
CIBC
Montreal, QC
- Full-time
As a Mortgage Solutions Advisor you will play a pivotal role in enhancing our customer portfolio through reactive engagement in both inbound and outbound mortgage sales inquiries. Your…
Added 11 hours ago
J
Senior Solutions Architect
Jobgether
Canada
- Full-time
The Senior Solutions Architect will play a key role in guiding technical sales engagements and designing solutions that address complex customer needs in a mission-critical technology…
Added 14 hours ago
TW
Wealth Associate or Senior Wealth Associate
Thrive Wealth Management
Regina, SK
- Full-time
…Regina. In this role, you will be providing administrative and office support for Advisor(s) practices to enable them to achieve sales and service…
Added 14 hours ago
TW
Business Learning Specialist
Thrive Wealth Management
Regina, SK
- Full-time
Designing, developing, delivering, and maintaining learning paths for Conexus Business Support and Retail Small Business Advisor roles.
Added 14 hours ago
TW
Farm and Business Advisor
Thrive Wealth Management
Tisdale, SK
- Full-time
We're looking for a relationship-focused, proactive and results-driven person to join our team as a Farm & Business Advisor at our Tisdale branch.

Sun Life

Wealth Sales Representative

Calgary, AB, Canada

Full-time

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Job details

Job type: Full-time
Experience: Minimum 3 years of sales experience; experience working in the financial services industry
Posting language: English
Posted: Oct 28, 2026

Original 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 Individual Insurance and Investments business unit represents close to 30 per cent of all Sun Life Financial global revenue and more than 50 per cent of Canadian earnings. We're a top provider of life, health and wealth products in the Canadian marketplace. This 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.

What will you do?

Partner with the Wealth Sales Directors (field wholesalers) and a Wealth Sales Coordinator (administrative coordinators) to generate sales through the IIROC, MFDA, and MGA investment channels
Use daily phone contact with investment advisors to build relationships, provide insight about capital markets and increase sales of Sun Life wealth solutions
Assist investment advisors and insurance specialists with Sun Life solutions, business building practices and competitor analysis
Position incentive includes competitive base salary with commission component
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 will need to succeed?

Minimum Bachelor's degree, preferably in a field such as Commerce, Finance, or Business
CSC or IFIC certification; financial service industry designations, such as CFP, CIM or CFA, an asset
Minimum 3 years of sales experience; experience working in the financial services industry
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.

What’s in it for you?

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
Wellness programs that support the three pillars of your health – mental, physical and financial
Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle.

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 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 thebrightside@sunlife.com.

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.

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:

65,000/65 000 - 98,000/98 000

Job Category:

Sales - SIP

Posting End Date:

28/10/2026

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More about this job

Responsibilities

The Wealth Sales Representative will partner with wholesalers to generate sales through investment channels by building relationships with advisors via phone and email. They will also assist in developing strategic business plans, conducting product presentations, and managing client segmentation within their designated region.

Requirements

Candidates must hold a minimum of a Bachelor's degree in a field like Finance or Business and possess at least 3 years of sales experience in the financial services industry. Professional certifications such as CSC, IFIC, CFP, CIM, or CFA are highly preferred.

Skills

Sales
Relationship Building
Capital Markets
Financial Services
CRM
Communication
Business Development
Investment Solutions
Client Segmentation
Strategic Planning
Business Etiquette
Active Listening
Competitor Analysis

Benefits

Flexible Benefits
Pension Program
Stock Program
Savings Program
Wellness Programs
Fitness Programs

Visa sponsorship

Not detected in the job text

Keywords

Wealth Sales
Sun Life Global Investments
IIROC
MFDA
MGA
Capital Markets
CRM
Financial Security
Investment Solutions
Wholesaling
Business Development
Sales Strategy
Financial Planning
Asset Management
CSC
IFIC
CFP
CIM
CFA

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