Advance wealth management initiatives at Sun Life through business planning, CRM accuracy, and regional sales support. Work hybrid, collaborating across teams.
As a Wealth Specialist, you will help Wealth Consultants focus on relationship management and business growth. The position combines business intelligence, advisor communications, project coordination, and operational support. Success requires knowledge of wealth management, strong stakeholder collaboration, advanced Excel and PowerPoint skills, and careful management of multiple deadlines.
Key Responsibilities: Support regional business planning and sales activities
Monitor project timelines, deliverables, and regional execution
Collaborate with internal partners on business initiatives
Process expenses and support regional administrative activities




Identify process improvements enhancing operational efficiency and advisor experience
Requirements: Experience coordinating advisor training, events, and sales initiatives
Excellent written and verbal communication skills
Solid organizational, analytical, and problem-solving abilities
Ability to manage priorities and deadlines
University degree, college diploma, or equivalent education and experience
Apply business planning, stakeholder management, and operational coordination skills to support Sun Life’s regional wealth initiatives.

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📌 Wealth Management Business Specialist (Ontario)
🏢 Sun Life
📍 Ontario