Sun Life Financial is seeking a Wealth Specialist to support advisor development, portfolio analysis and regional sales initiatives within the Wealth Consulting team. The role focuses on operational coordination, training support and data insights to boost advisor engagement and sales effectiveness.
Responsibilities include coordinating training events, managing communications and CRM records, and collaborating with Marketing, Product, Finance and IT to advance regional objectives.
📌 Wealth Solutions (Toronto)
🏢 Sun Life Financial
📍 Toronto
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