Support advisor development and portfolio analysis as a Wealth Specialist with Sun Life in a hybrid work environment. 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:

- Robust 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.

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