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.

📌 Wealth Consulting Specialist Advisor Development (Toronto)
🏢 SunLife
📍 Toronto