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Added 1 hour ago
GS
Construction Project Administrative Coordinator
Gallaher Signature Living
Windsor, ON
- Full-time
Assist project managers with administrative tasks, project correspondence, document tracking, and scheduling coordination.
Added 1 hour ago
OL
Education Coordinator
Oxford Learning Stoney Creek
Burlington, ON
- Full-time
…Burlington South is looking for a dynamic and motivated Education Coordinator to help students find their way to a better school…
Added 2 hours ago
Volunteer Coordinator
Winnipeg Regional Health Authority
MB · To Be Determined, MB
Reporting to the Regional Coordinator - Volunteer Services, the Coordinator - Volunteer Services is responsible for the delivery of quality volunteer services within Prairie Mountain Health…
Added 2 hours ago
Clerk III - Volunteer Services
Winnipeg Regional Health Authority
Brandon, MB
…Volunteer Services program. Directly responsible to the Regional Coordinator of Volunteer Services for the day-to-day operation and coordination of the Volunteer Program within Prairie…
Added 2 hours ago
TH
Clinical Research Project Coordinator - Research Institute UNITE Team
The Hospital for Sick Children
Toronto, ON
- Full-time
We are looking to hire a full-time (1.0 FTE) Clinical Research Project Coordinator (CRPC) to join our youth and family-specific engagement in research (UNITE) team. This UNITE project is…
Added 2 hours ago
SJ
Admin Support 9 - DI - Charlton
St. Joseph's Healthcare Hamilton
Hamilton, ON · Charlton Campus
- Part-time
…following-up accordingly by fax & telephone with third party, research coordinator and Patients Accounts. Triages and directs phone calls as required. Fields customer service inquiries by…
Added 3 hours ago
A
Document Control Specialist
Actalent
AB · Edmonton, AB
- $25 to $30 CAD / hour
- Full-time
Administrative Assistant / Document Control Coordinator
Added 3 hours ago
PG
Electrical Project Coordinator
Plan Group Inc.
Toronto, ON
- Full-time
As An Electrical Project Coordinator, You Will
Added 3 hours ago
AM
Care Planner and Relationship Coordinator
Angels My Way Home Care
Oakville, ON
- Full-time
Care Planner & Relationship Coordinator | Angels My Way Home Care - Oakville, ON
Added 4 hours ago
PB
Construction Manager
PCH Builders
Calgary, AB
- Full-time
…and on-site crews while coordinating closely with the Project Coordinator, Supply Chain, and other internal partners. This role combines full-cycle planning and commercial discipline with a…
Added 6 hours ago
D
Account Director
Dexterra
Halifax, NS
- $60,000 to $65,000 CAD / year
- Full-time
…operational areas. You will work closely with the Event Services Coordinator, Site Director, and venue operations teams to ensure the facility remains clean, safe, and…
Added 6 hours ago
DS
Logistics Coordinator
Dorigo Systems Ltd.
Burnaby, BC
- Full-time
The Logistics Coordinator is responsible for supporting the efficient and accurate movement of incoming and outgoing materials and finished goods. This position coordinates domestic and…
Added 7 hours ago
IS
Recruitment Coordinator
International SOS
ON · Ontario, Canada
- Internship
The Recruitment Coordinator will support the recruitment team and New Hire Recruitment processes. The successful candidate will work in tandem with the Recruitment Manager and Recruiters to…
Added 7 hours ago
CC
Assistant Project Manager
CGI Constructors
Mississauga, ON
- Full-time
Added 8 hours ago
NH
LICENSED PRACTICAL NURSE (LPN), COORDINATOR, LONG-TERM CARE
Northern Health - BC
Dawson Creek, BC
- Full-time
…for patients, residents, families, visitors and staff. LPN Coordinator is responsible for providing first line supervision to LPN nursing staff and unregulated care staff and providing…
Added 8 hours ago
TH
Technical e-Commerce Systems Coordinator
The Headhunters Recruitment
Markham, ON
- Full-time
We're looking for an onsite eCommerce Systems Coordinator for a well-established and growing distribution organization. This is a unique opportunity for someone who enjoys working at the…
Added 9 hours ago
Engineer, Field
Aecon
Campbell River, BC
Assist with project planning, scheduling, look-ahead schedules, and coordination of upcoming work.
Added 9 hours ago
H
Project Coordinator
Hays
North Vancouver, BC
- Full-time
Hays has partnered with an established Canadian organization that is looking to add a Project Coordinator to its growing team in North Vancouver. This is an excellent opportunity to work…
Added 9 hours ago
CH
Admin Svcs Coordinator
CBRE HV
Toronto, ON · North York
- Full-time
As a CBRE Administrative Services Coordinator, you will provide administrative support to a department or manager. You’ll answer, screen and forward telephone calls, greet customers and…
Added 9 hours ago
AC
Accounting & Administrative Coordinator
Atkinson Construction
St. Albert, AB
- Full-time
Reporting to the President and Controller, the Accounting & Administrative Coordinator is roughly 70% accounting and 30% administration. You'll manage day-to-day accounting administration,…
Added 9 hours ago
TR
People & Culture (Hybrid)
Traction Rec
Vancouver, BC
- Full-time
We’re looking for a People & Office Coordinator to join our lean People & Culture team and help keep our office operations and people programs running smoothly. This is a great opportunity…
Added 10 hours ago
Project Engineer
Kiewit
Oakville, ON · Toronto, ON · Etobicoke, ON
Develop and maintain the project master schedule using appropriate techniques and scheduling software with input from other project management personnel.
Added 10 hours ago
A
Logistics Coordinator
ATCO
La Prairie, QC
- Full-time
As a Logistics Coordinator, you will be the backbone of our operations, ensuring the smooth execution of logistics from start to finish including regional lease fleet management, scheduling…
Added 10 hours ago
MN
Project Coordinator
Modern Niagara
Ottawa, ON
- Full-time
The Project Coordinator works closely with the Project Manager to support the successful execution of projects. This role provides technical and administrative assistance to ensure projects…
Added 10 hours ago
MG
VDC / BIM Coordinator
Madison Group of Companies
Toronto, ON
- Full-time
The VDC/BIM Coordinator leverages BIM tools and processes to streamline design and construction projects, ensuring efficient coordinated project delivery while providing support to the…

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
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

Apply About employer

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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