Support advisor development and portfolio analysis as a Wealth Specialist with Sun Life in a hybrid work workplace. Strengthen regional sales effectiveness.
The Wealth Specialist supports Wealth Consultants through training, business planning, communications, and operational coordination. This role uses mutual fund knowledge, Microsoft Office, portfolio analysis, and CRM administration to enhance advisor engagement. You will also collaborate with Marketing, Product, Finance, and Information Technology teams on regional initiatives.
Key Responsibilities: Support advisor development through training, coaching, and education
Conduct portfolio analysis and provide business insights
Coordinate regional events, training sessions, meetings, and conferences




Manage advisor and client communications and marketing initiatives
Maintain CRM records and track business activities accurately
Requirements: Strong understanding of mutual fund and wealth management industries
Advanced Microsoft Office proficiency, including Excel and PowerPoint
Portfolio analysis and business planning capabilities
CRM administration, data management, and project coordination skills
Three to five years of business experience preferred
Bring analytical, organizational, and communication skills to Sun Life’s Wealth Consulting team while supporting advisors and regional objectives.

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📌 Wealth Consulting Specialist (Ontario)
🏢 Sun Life
📍 Ontario