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:
- Strong 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 in Toronto employer: sunlife
At Sun Life, we pride ourselves on being an exceptional employer that fosters a warm, supportive, and inclusive culture. As a Communications Advisor in Corporate Real Estate, you'll collaborate with passionate colleagues and inspiring leaders who are dedicated to your growth and success. With competitive salaries, flexible benefits, and a commitment to diversity and inclusion, you'll have the opportunity to make a meaningful impact on our Clients' lives while enjoying a fulfilling career in a dynamic environment.
