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Added 25 mins ago
WS
People Reporting & Analytics Specialist
Workplace Safety and Insurance Board (WSIB)
London, ON
- Full-time
People Reporting and Analytics Specialist – 12 month temporary opportunity
Added 25 mins ago
SM
RQ00816 – Security Specialist – Intermediate
S M Software Solutions Inc
Toronto, ON
- Full-time
We are seeking an experienced Security Specialist – Intermediate with strong hands-on expertise in Continuous Threat Exposure Management (CTEM), vulnerability management, DevSecOps,…
Added 40 mins ago
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Documentation Specialist Intern - Internship Winter 2027 | Stagiaire Spécialiste en documentation - Stage Hiver 2027
Behaviour Interactive
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- Internship
Behaviour is looking for a Documentation Specialist Intern to join the team ! In this role, you'll have the chance to work with the technical writer and create documentation. The…
Added 40 mins ago
TC
Senior Specialist, Tax Information Reporting (FATCA/CRS & Chapter 3)
The Citco Group Limited
Toronto, ON
- Full-time
Support AEOI tax information analyses and preparation of XML format submission files
Added 40 mins ago
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Client Engagement Associate - Part-time (15 hours/week)
CIBC
Dartmouth, NS
- Part-time
…leveraging your knowledge of financial services products to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support -…
Added 56 mins ago
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You will focus on handling a range of cyber and technology claims. You’ll also collaborate with specialist vendors, including forensic, legal and PR partners, to deliver cost-effective,…
Added 1 hour ago
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Added 1 hour ago
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Added 1 hour ago
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ANTAGENE
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- Full-time
…operations, ensure quality and productivity targets are achieved, support and train team members, and work directly with the client to address project requirements and operational…
Added 1 hour ago
MH
Environmental Health Safety Coordinator
Mitsui High-tec (Canada), Inc.
Brantford, ON
- $60,000 to $68,000 CAD / year
- Full-time
As a key member of the Health & Safety and Human Resources team, and under the direction of the Health & Safety Specialist, the Environmental Health & Safety Coordinator assists in…
Added 1 hour ago
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IT Audit Manager II (ATH 1162)
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- Full-time
…delivering audit analysis, standard reporting and operational support to the teams. You’re coming to the table fully knowledgeable about the financial industry landscape and current market…
Added 1 hour ago
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KYC Specialist
TD
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- Full-time
As part of this team, you’ll work across Customer Master Operations, KYC, Technology, Data, Risk and Control partners to help ensure customer information moves accurately through the…
Added 1 hour ago
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DevOps Specialist/ Open Stack Expert(System Admin)
Collabera
Montreal, QC
- $100,000 to $120,000 CAD / year
- Full-time
Manage support and incident handling: Supervise and resolve critical incidents under time constraints. Conduct root cause analyses (post-mortem). Propose and monitor improvement plans to…
Added 1 hour ago
IF
Finance Application Specialist - Oracle Fusion
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- Full-time
Bachelor's degree in Information Technology, Finance, Accounting, or a related field. A CPA designation, master's degree, or relevant certifications (e.g., Oracle Certified Professional)…
Added 1 hour ago
PC
Sr Specialist SAP Plant Maintenance
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- Full-time
The Sr. Specialist - IT SAP Plant Maintenance delivers support services, and supports business initiatives for all aspects of SAP S/4HANA with a strong focus on SAP PM (Plant Maintenance)…
Added 1 hour ago
F
Client Service Specialist
Fiserv
Mississauga, ON
- Full-time
At Fiserv, we help clients deliver secure, efficient financial services experiences that support everyday commerce and money movement. The Client Service Specialist role supports client…
Added 2 hours ago
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Cost Assurance Specialist/ Cost Manager
Gleeds
Toronto, ON
- Full-time
We are seeking a Cost Assurance Specialist/Cost Manager to support one of our major infrastructure projects in Canada. This role will provide commercial, financial, cost management and cost…
Added 2 hours ago
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Nurse Practitioner Extensivist Clinic - Part Time
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Support patients transitioning between hospital, home, primary care, specialist care, and community services to ensure continuity of care.
Added 2 hours ago
BE
Health & Safety Specialist
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Toronto, ON
- Full-time
At Battlefield Equipment Rentals, safety is not just a priority it’s a core value. As a Health & Safety Specialist, you will focus on promoting our strong safety culture across the region…
Added 2 hours ago
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Health & Safety Specialist
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Added 2 hours ago
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Health & Safety Specialist
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Provincial Overdose Mobile Response Team, Crisis Intervention Specialist, HEMBC
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The MRT Crisis Intervention Specialist assesses incidents, working environments and the need for care and/or emotional wellness of individuals at the site, scene, workplace or meeting area…
Added 3 hours ago
JM
Business Intelligence Specialist
JBT Marel
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…actionable insights that improve manufacturing performance and support strategic…
Added 3 hours ago
A
1849 - Bilingual ATS Service Desk Specialist II
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Montreal, QC
- Contract
Position Title: 1849 - Bilingual ATS Service Desk Specialist II

Sun Life

Wealth Specialist

Toronto, ON, Canada
Montreal, QC, Canada
Sun Life Toronto One York, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Oct 31, 2026
Experience: Minimum 3-5 years of business experience, preferably within the mutual fund or wealth management industry
Posting language: English
Posted: Oct 21, 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 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 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 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 - Distribution Support

Posting End Date:

30/10/2026

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More about this job

Responsibilities

The Wealth Specialist supports the Wealth Consulting team by managing advisor development, portfolio analysis, and regional sales initiatives. They coordinate regional events, maintain CRM records, and collaborate with internal departments to ensure operational efficiency and advisor engagement.

Requirements

Candidates should have 3-5 years of business experience, preferably within the mutual fund or wealth management industry. Proficiency in Microsoft Office, CRM systems, and strong organizational and communication skills are required.

Skills

Portfolio analysis
Business planning
Sales support
Advisor development
CRM administration
Data management
Project coordination
Communication skills
Stakeholder management
Microsoft Office
Excel
PowerPoint
Mutual fund industry knowledge
Wealth management practices
Problem-solving
Analytical skills

Benefits

Flexible benefits
Pension program
Stock program
Savings program

Visa sponsorship

Not detected in the job text

Keywords

Wealth Specialist
Wealth Consulting
Mutual Fund
Wealth Management
Portfolio Analysis
Business Planning
Sales Initiatives
CRM
Microsoft Office
Excel
PowerPoint
IFIC
CSC
Investment Products
Dealer Processes
Project Coordination
Stakeholder Management
Data Accuracy
Hybrid Work
Financial Security

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