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Added 14 mins ago
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Investment Advisor
RBC
Toronto, ON
- Full-time
As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but…
Added 14 mins ago
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Client Advisor
RBC
Iqaluit, NU
- Full-time
World-class sales training, coaching, and development opportunities
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Director, Communications and Engagement
ErinoakKids Center for Treatment and Development
Mississauga, ON
- Full-time
As a member of the leadership team, the Director serves as a key advisor on organizational reputation, and contributes to planning, decision-making, and organizational change initiatives.
Added 14 mins ago
OH
Lead, Performance, Accountability & Funding Allocation
Ontario Health
Barrie, ON · Brampton, ON · Mississauga, ON
- Full-time
Ongoing learning and career development opportunities designed to help you grow, advance, and thrive in your profession
Added 14 mins ago
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Buyer
TalentMinded
Scarborough Bluffs Park, ON
- Full-time
…challenges, resolve supply issues, and help keep projects moving from development through…
Added 29 mins ago
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Medical Advisor Neuroscience
Ipsen
Mississauga, ON
- Full-time
The Medical Advisor, Neuroscience, will be responsible for the development of the annual national medical affairs strategy and implementation within the Neuroscience therapeutic area. This…
Added 29 mins ago
SB
Human Resources Director
Strik, Baldinelli, Moniz Ltd.
London, ON
- Full-time
SBM is seeking an experienced and forward-thinking Human Resources Director to join our Senior Leadership Team and lead the continued development of our people and HR strategy.
Added 29 mins ago
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Director, T&O Operational Risk Officer - Capital Markets & Commercial Banking
BMO
Toronto, ON · FCP
- Full-time
The role serves as a trusted advisor to senior leadership, enhancing executive reporting through actionable risk insights, meaningful risk narratives, and a clear understanding of residual…
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Strategic Change Manager
BMO
AB · BC · Toronto, ON · BMOPLACE
- Full-time
Acts as a trusted advisor to assigned business/group.
Added 44 mins ago
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Advisor, Data Analytics Enablement
Public Sector Pension Investment Board
Montreal, QC
- Full-time
…expertise to colleagues across PSP throughout their analytics development…
Added 44 mins ago
Manager, Analytics
Scotiabank
Toronto, ON
…innovation, growth, and operational excellence. Through strong leadership, analytical expertise, and strategic thinking, the Manager, Analytics transforms data into meaningful business…
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Senior Manager, Learning Design & Delivery - Toronto, ON
Scotiabank
Toronto, ON
Contributes to the overall success of Scotia Wealth Management and the Training and Development team by providing leadership of Wealth Management learning programs, including onboarding and…
Added 44 mins ago
Business Advisor - Clarenville
Scotiabank
Clarenville, NL
You demonstrate excellent business development techniques and are conversant with small business legal structures and life cycles, competitor offerings and alternate sources of financing
Added 44 mins ago
Bilingual Wealth Management Intern (Student/New Grad)
The Canada Life Assurance Company
Montreal, QC
…sales team to focus on generating new sales and growing the advisor base. You will also be part of supporting the implementation of multiple territory business…
Added 44 mins ago
Global Mobility - Expatriate Tax - Manager - Vancouver
EY
Vancouver, BC
…relationships, oversee complex engagements, provide technical leadership across jurisdictions, and coach and develop team members. This role offers the opportunity to deepen your expertise…
Added 44 mins ago
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Buyer
TalentMinded Inc.
Toronto, ON · Scarborough, ON
- Full-time
…challenges, resolve supply issues, and help keep projects moving from development through…
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Coach and support leaders on performance management, leadership effectiveness, employee development, and team engagement.
Added 59 mins ago
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NetSuite Developer
Kalpa Inc.
Canada
- Full-time
…business challenges and technical system solutions. As a trusted advisor, the Sr. Consultant conducts deep-dive discovery, architects optimized workflows, and ensures successful system…
Added 59 mins ago
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Manager, Sales Governance and Operations
Calian in Space & Technology
Ottawa, ON
- Full-time
You will serve as a key liaison between Sales, Procurement, Finance, Operations, Legal, and Executive Leadership, ensuring compliance with corporate policies, Government of Canada…
Added 59 mins ago
KR
Senior Business Analyst
KTek Resourcing
Toronto, ON
- $90,000 to $1,000,000 CAD / year
- Full-time
This is a high-visibility leadership role, not a traditional BA position. The candidate must be capable of independently driving a complex transformation program, working directly with…
Added 1 hour ago
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Senior Advisor, Business strategies
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a senior business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service…
Added 1 hour ago
DB
Part Time Bridal Sales
David's Bridal
Mississauga, ON
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…concerns with confidence. Know when to escalate and partner with leadership…
Added 1 hour ago
Finance Strategic Business Advisor
University of Saskatchewan
Saskatoon, SK
…budgeting and controls, and cost management. The SBA assists leadership teams with various financial activities while maintaining a strong connection to Central Financial Services and other…
Added 1 hour ago
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Indigenous and Stakeholder Relations Professional
Airswift
Calgary, AB · Greater Calgary Metropolitan Area
- Contract
We are seeking an experienced Indigenous and Stakeholder Relations Advisor to support the development and maintenance of relationships with Indigenous communities, local stakeholders, and…
Added 1 hour ago
R
Senior Will and Estate Advisor
RBC
Halifax, NS
- Full-time
As an RBC Royal Trust professional, the Senior Will and Estate Advisor is responsible for the acquisition of new wills and powers of attorney/mandates appointing Royal Trust in a fiduciary…

Sun Life

Wealth Sales Representative

Calgary, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 29, 2026
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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