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 educationConduct portfolio analysis and provide business insightsCoordinate regional events, training sessions, meetings,



and conferencesManage advisor and client communications and marketing initiativesMaintain CRM records and track business activities accuratelyRequirements:Robust understanding of mutual fund and wealth management industriesAdvanced Microsoft Office proficiency, including Excel and PowerPointPortfolio analysis and business planning capabilitiesCRM administration, data management, and project coordination skillsThree to five years of business experience preferredBring analytical, organizational, and communication skills to Sun Life’s Wealth Consulting team while supporting advisors and regional objectives.#J-18808-Ljbffr

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