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Added 35 mins ago
RM
Clinical Nurse Specialist Navigator
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
The Hospital to Home Department is currently seeking a Permanent Full-Time Clinical Nurse Specialist Navigator to join their healthcare team.
Added 50 mins ago
T
Large Format Finishing/Fabrication Specialist- Vancouver, BC
TPH
Vancouver, BC
- Full-time
We are currently looking for an energetic and enthusiastic Large Format Finishing & Fabrication Specialist who will be responsible for post press production for large format printing…
Added 50 mins ago
J
English (US) Podcast Localization Specialist
Jobgether
Canada
- $27 to $32 USD / hour
- Full-time
…partner is looking for an English (US) Podcast Localization Specialist based in…
Added 50 mins ago
J
Bilingual Sales Ops Specialist
Jobgether
Canada
- Full-time
…next steps. Our partner is looking for a Bilingual Sales Ops Specialist based in Montreal, Quebec,…
Added 50 mins ago
HT
Advanced Applications Blow Molding Specialist
Husky Technologies
Bolton, ON
- Full-time
We are currently seeking a Stretch Blow Molding Specialist to join our Advanced Solutioning team. You will be working alongside our process, application, melt delivery and technology teams…
Added 50 mins ago
RM
M.L.T. Charge - Quality
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
Point of Care Testing Specialist Certificate by recognized professional society (required)
Added 1 hour ago
NB
Manager, Financing Solutions
National Bank of Canada
Winnipeg, MB
- Full-time
A career as a Manager, Financing Solutions means acting as a credit specialist for a diverse portfolio of commercial clients. Working closely with Account Managers, you analyze and…
Added 1 hour ago
CG
Events & Catering Specialist
Compass Group Canada
Toronto, ON
- Full-time
…be shared by the Talent Acquisition team during the hiring process. Canadian work experience is not a requirement for this role. Please note that artificial intelligence-based tools may be…
Added 1 hour ago
BT
Staff Accountant - Dresden
Baker Tilly Canada
ON · Chatham-Kent, ON
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 1 hour ago
BT
Controller
Baker Tilly Canada
Windsor, ON
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 1 hour ago
BT
Staff Accountant
Baker Tilly Canada
Emerald Park, SK
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 1 hour ago
NB
Chief Advisor, Responsible AI
National Bank of Canada
Montreal, QC
- Full-time
…Artificial Intelligence team at National Bank means acting as a specialist in AI governance, risk assessment, and the responsible oversight of artificial…
Added 1 hour ago
BT
Senior Accountant, Publicly Traded Companies
Baker Tilly Canada
Vancouver, BC
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Jean-sur-Richelieu, QC · St-Jean-Sur-Richelieu, QC
- Full-time
Support your clients through the mortgage renewal or renegotiation process.
Added 2 hours ago
MI
Sr. Specialist Enterprise Solution Architect (m|w|x)
Magna International
Aurora, ON
- Full-time
As a Senior Specialist Enterprise Solution Architect, you are responsible for designing and governing enterprise-level, cross-domain solution architectures within the MPT IT landscape.
Added 4 hours ago
RC
product specialist - (information technology) it
Raenan Consultancy
Toronto, ON
- Full-time
Added 4 hours ago
J
Bilingual Sales Ops Specialist
Jobgether
Canada
- Full-time
…next steps. Our partner is looking for a Bilingual Sales Ops Specialist based in Montreal, Quebec,…
Added 4 hours ago
FH
Nurse Practitioner - Casual Locum - Various Sites
Fraser Health Authority
Surrey, BC
- $60.75 to $87.33 CAD / hour
- Full-time
…an interdisciplinary health care team, making referrals to specialist physicians and others as…
Added 4 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Langley (District), BC · City of Langley, BC
- Full-time
…seeking a dedicated and experienced Primary Care Provider, Specialist or medical professional to join our team! Our practice is a well-established primary care clinic and has been in the…
Added 4 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Langley (District), BC · City of Langley, BC
- Full-time
…provided to physicians. There are 6 family physicians and 1 specialist on our team and we are looking to add another committed Family…
Added 5 hours ago
H
VMware Infrastructure Specialist
HCLTech
AB · Edmonton, AB
- $89,000 to $117,000 CAD / year
- Full-time
We are seeking a senior VMware Infrastructure Specialist to support a large-scale VMware modernization initiative. This role will be responsible for planning, designing, and implementing…
Added 5 hours ago
AA
Spécialiste des outils digitaux - Publications Techniques / Digital Tools Business Specialist - Technical Publications
Airbus Aircraft
Montreal, QC
- Full-time
Added 5 hours ago
FC
Ramp Agent
FedEx Canada
Mississauga, ON
- Part-time
Ability to prepare and process Canadian customs paperwork
Added 5 hours ago
AA
Spécialiste Risque Électromagnétique / Electromagnetic Hazard Specialist
Airbus Aircraft
Montreal, QC
- Full-time
Added 5 hours ago
AA
Flight Control System Certification Specialist / Spécialiste de Certification des Systèmes de Commandes de Vol
Airbus Aircraft
Montreal, QC
- Full-time

Sun Life

Wealth Specialist

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

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 6, 2026
Experience: Minimum 3-5 years of business experience, preferably within the mutual fund or wealth management industry
Posting language: English
Posted: Nov 3, 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:

05/11/2026

Apply About employer

More about this job

Responsibilities

The Wealth Specialist supports the Wealth Consulting team by managing advisor development, portfolio analysis, and regional sales initiatives. This role involves coordinating events, maintaining CRM records, and collaborating with internal partners to enhance advisor engagement and operational efficiency.

Requirements

Candidates should have 3-5 years of business experience in the mutual fund or wealth management industry with strong analytical and organizational skills. Proficiency in Microsoft Office and CRM systems is required, along with excellent communication and stakeholder management abilities.

Skills

Portfolio analysis
Business planning
Sales support
CRM administration
Data management
Project coordination
Written communication
Verbal communication
Stakeholder management
Collaboration
Training
Coaching
Microsoft Office
Excel
PowerPoint

Benefits

Flexible benefits
Pension program
Stock program
Savings program

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Mutual funds
Portfolio analysis
Business planning
CRM
Sales effectiveness
Advisor development
Project coordination
Microsoft Excel
Microsoft PowerPoint
Investment funds
Dealer processes
IFIC
CSC
Financial security
Data accuracy
Stakeholder management
Operational efficiency
Sales initiatives
Hybrid work

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