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Added 3 mins ago
Lead, M&A Delivery
Bain & Company
Toronto, ON
You will join the generalist consulting team as an expert on our IP, technology, and best practices. You will serve as the team's Advisor on approach, best practices, and resources.
Added 17 mins ago
AC
Intern, Assurance and Accounting
ACCA Careers
Sault Ste. Marie, ON
- Temporary
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 17 mins ago
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Financial Advisor, Investment & Retirement Planning - ST CLAIR & DUFFERIN, TORONTO
Scotiabank
Toronto, ON
- Full-time
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible…
Added 17 mins ago
CL
Contracts & Compensation Specialist
Canada Life
London, ON
- Full-time
Create, amend, and delete pertinent name, address, banking, and contract related information on advisor contracts
Added 18 mins ago
B
Senior Manager, Finance (Controllership, Canadian P&C)
BMO
Toronto, ON · FCP
- Full-time
Provides strategic input into business decisions as a trusted advisor.
Added 19 mins ago
CL
Contracts & Compensation Specialist
Canada Life
Toronto, ON
- Full-time
Create, amend, and delete pertinent name, address, banking, and contract related information on advisor contracts
Added 19 mins ago
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Contracts & Compensation Specialist
Canada Life
Winnipeg, MB
- Full-time
Create, amend, and delete pertinent name, address, banking, and contract related information on advisor contracts
Added 19 mins ago
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Financial Advisor - Truro, NS (37.5 Hours / Week)
Scotiabank
Truro, NS
- Full-time
Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional…
Added 30 mins ago
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PIA Client Service Associate
TD
Guelph, ON
- Part-time
…one-on-one relationship with a dedicated and professional Investment Advisor (IA), while maintaining active participation in decisions regarding their investment portfolio. It's a very…
Added 30 mins ago
C
Associate Financial Advisor - Dollard-Des-Ormeaux
CIBC
Dollard-Des Ormeaux, QC · Centennial Plaza
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Added 45 mins ago
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Added 1 hour ago
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Trade Advisor
World Trade Centre Winnipeg
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- Full-time
The World Trade Centre Winnipeg (WTC Winnipeg) is a member of the World Trade Center’s Association, the leading international trade network, representing more than 300+ World Trade Centre’s…
Added 1 hour ago
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Vancouver, BC
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 1 hour ago
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Personal Finance Advisor, Assigned Clientele
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As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 hour ago
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Cooperative Advisor
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- Full-time
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Added 2 hours ago
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- Full-time
As a Will and Estate Advisor, you are the rock in a client family’s relationship during one of the most difficult, stressful, and emotional times in their lives. From guiding heirs and…
Added 2 hours ago
Labour Relations Financial Advisor
The Government of Nova Scotia
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…Childhood Development is seeking a Labour Relations Financial Advisor to provide specialized analysis on compensation, workforce costs and education-sector…
Added 4 hours ago
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Earned the confidence of the CEO, CFO, Executive Leadership Team, Board of Directors, and Audit Committee as a strategic advisor.
Added 6 hours ago
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Part Time Bridal Sales
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Toronto, ON · Scarborough, ON
- $16 to $25.8 CAD / hour
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Become the trusted advisor to his or her customer by completing training in a timely manner and continually building product knowledge and fashion trend expertise.
Added 10 hours ago
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Head of Performance Marketing
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- Full-time
…marketing practice serving mid-market B2B SaaS clients. As a member of Tiller's leadership team, you will own client performance outcomes, team development, and the systems that enable…
Added 10 hours ago
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VP, Accounting & Controllership (Husky)
Husky Technologies
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- Full-time
Earned the confidence of the CEO, CFO, Executive Leadership Team, Board of Directors, and Audit Committee as a strategic advisor.
Added 10 hours ago
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Client Financial Services Agent
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Added 11 hours ago
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Co-op Accountant, Assurance & Accounting (January 2027)
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…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 11 hours ago
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Social Work Lead - Full time
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Vancouver, BC
- Full-time
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Added 11 hours ago
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Apply today for various entry-level jobs at CRA in Sudbury, Ontario! Opportunities for BILINGUAL SP-03 and SP-04 positions
Canada Revenue Agency - Agence du revenu du Canada
Sudbury, ON
- Temporary
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Sunlife Québec

Wealth Specialist

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 20, 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

Apply About employer

More about this job

Responsibilities

Support Wealth Consultants with advisor development, portfolio analysis, business planning, and regional sales initiatives. Coordinate training, events, communications, CRM records, and operational activities while collaborating with internal teams to improve advisor engagement and sales effectiveness.

Requirements

The role calls for a strong understanding of mutual funds and wealth management, along with portfolio analysis, business planning, CRM administration, and advanced Microsoft Office skills. It also requires excellent organization, communication, project coordination, and stakeholder collaboration; three to five years of relevant business experience and investment industry credentials are considered assets.

Skills

Mutual Fund Industry Knowledge
Wealth Management
Portfolio Analysis
Business Planning
CRM Administration
Data Management
Microsoft Excel
Microsoft PowerPoint
Project Coordination
Advisor Training
Event Coordination
Written Communication
Verbal Communication
Stakeholder Management
Analytical Skills
Process Improvement

Benefits

Flexible Benefits
Pension
Stock Programs
Savings Programs
Hybrid Work Flexibility

Visa sponsorship

Not detected in the job text

Keywords

Mutual Funds
Wealth Management
Wealth Solutions
Portfolio Analysis
Business Planning
Advisor Development
Dealer Processes
Investment Products
CRM
Microsoft Office
Microsoft Excel
Microsoft PowerPoint
Advisor Training
Sales Initiatives
Regional Business Operations
Mass Email Campaigns
Marketing Initiatives
Event Coordination
Business Intelligence
Data Management
Project Coordination
Stakeholder Management
Process Improvement
Investment Funds in Canada (IFIC)
Canadian Securities Course (CSC)

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