Support advisor development at Sun Life through portfolio analysis, business planning, and wealth solution education. This role coordinates regional sales activities.
The Wealth Specialist supports Wealth Consultants with operational coordination, training, communications, and business intelligence. You will enhance advisor engagement through portfolio insights, dealer process education, and sales support. The position contributes to initiatives serving clients across regions.
Key Responsibilities: Partner with Wealth Consultants on advisor training, coaching, and education
Conduct portfolio analysis and provide business insights
Support regional business planning and sales activities
Coordinate advisor events, meetings, conferences, and training sessions
Maintain CRM records and business activity tracking
Requirements: Solid understanding of mutual funds and wealth management
Advanced Microsoft Office proficiency, including Excel and PowerPoint
Portfolio analysis and business planning capabilities
Exceptional organization and project coordination abilities
Excellent written and verbal communication skills
Bring wealth management knowledge, advisor training, portfolio analysis, and coordination skills to Sun Life’s Wealth Consulting team.