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 Power

Point 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 Robust 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.

📌 Wealth Specialist (Montreal)
🏢 Sun Life
📍 Montreal