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
- Strong 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.
Wealth Management Business Specialist in Toronto employer: Sun Life
Sun Life is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for a Product Owner to thrive. With a strong focus on employee growth, you will have access to continuous learning opportunities and the chance to work alongside talented professionals in a hybrid environment that promotes work-life balance. Located in a vibrant city, Sun Life offers unique advantages such as competitive benefits and a commitment to enhancing the digital experience for Advisors and Firms, ensuring your contributions are meaningful and impactful.
