Wealth Consultant
3 weeks ago
Job Description What will you do? Support Regions, Managers, and Advisors with comprehensive, timely, and expert Wealth and Dealer support; support the growth of Wealth business in the region. Build capability and expertise among Advisors on Dealer process, Wealth processes, tools, and systems, providing expert guidance and technical expertise. Ensure Advisors, other field‑based relationships, and sales roles are equipped with technical expertise on Dealer and Wealth solutions (mutual funds, registered plans, regulatory requirements, trade execution, and portfolio maintenance). Build capability and awareness of key Wealth areas to ensure high levels of client satisfaction and sales objectives are met and exceeded in the region. Work with partners in Dealer and training specialist teams in a region to ensure learning programs for Advisors are comprehensive and up to date on Wealth Management and Dealer practices. Equip Advisors with timely, accurate, and relevant information and materials on Wealth products; communicate capabilities and service offerings building relationships with Advisors and Managers through sales presentations. Build and continually extend advisor capability and knowledge of Wealth products; lead onboarding of new Advisors with respect to Dealer and Wealth practices. Act as an internal subject‑matter expert for group training activities. What do you need to succeed? University degree with a minimum of 7 years of related experience in the investment management industry, wealth products, or an equivalent combination of education and experience. Experience includes coaching, consultation, wealth product development, sales in financial services, and relationship management. Expertise in mutual funds, registered plans, relevant regulatory and compliance requirements. Expertise in Dealer processes: trade management, systems and technologies, reporting, and administration. Business acumen; including an understanding of sales and client relationship techniques. Strong presentation and facilitation skills Exceptional organizational skills and the ability to work in a matrix environment. Note: Licensing not required; a professional financial services designation would be an asset. What's in it for you? Time off giving you the flexibility to focus on the moments that matter including 20 vacation days per year. Flexible Benefits from the day you join to meet the needs of you and your family. Pension, stock and savings programs to help build and enhance your future financial security. The opportunity to move along a variety of career paths with amazing networking potential. A collaborative and interactive team environment We’re honoured to be recognized as a 2025 Best Workplace in Canada by Great Place to Work® Canada. #J-18808-Ljbffr
-
Wealth Consultant
3 weeks ago
Calgary, Canada Sun Life Full timeJob Description What will you do? Support Regions, Managers, and Advisors with comprehensive, timely, and expert Wealth and Dealer support; support the growth of Wealth business in the region. Build capability and expertise among Advisors on Dealer process, Wealth processes, tools, and systems, providing expert guidance and technical expertise. Ensure...
-
Wealth Consultant
3 weeks ago
Calgary, Canada Sun Life Full timeJob Description What will you do? Support Regions, Managers, and Advisors with comprehensive, timely, and expert Wealth and Dealer support; support the growth of Wealth business in the region. Build capability and expertise among Advisors on Dealer process, Wealth processes, tools, and systems, providing expert guidance and technical expertise. Ensure...
-
Wealth Consultant
2 weeks ago
Calgary, Canada Sun Life Full timeJoin to apply for the Wealth Consultant role at Sun Life. You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues—experts in their fields—who are eager to share their knowledge with you. Your leaders will inspire and help you reach...
-
Wealth Consultant
2 weeks ago
Calgary, Canada Sun Life Full timeJoin to apply for the Wealth Consultant role at Sun Life. You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues—experts in their fields—who are eager to share their knowledge with you. Your leaders will inspire and help you reach...
-
Wealth Consultant
2 weeks ago
Calgary, Canada Sun Life Full timeJoin to apply for the Wealth Consultant role at Sun Life . You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues—experts in their fields—who are eager to share their knowledge with you. Your leaders will inspire and help you...
-
Wealth Consultant II
1 week ago
Calgary, Canada Edward Jones Full timeCompany Overview Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we’re proud to be privately‑owned, placing the focus on our clients rather than shareholder returns. Behind everything...
-
Wealth Consultant II
7 days ago
Calgary, Canada Edward Jones Full timeCompany Overview Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we’re proud to be privately‑owned, placing the focus on our clients rather than shareholder returns. Behind everything...
-
Wealth Consultant II
6 days ago
Calgary, Canada Edward Jones Full timeCompany Overview Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we’re proud to be privately‑owned, placing the focus on our clients rather than shareholder returns. Behind everything...
-
Wealth Consultant II
7 days ago
Calgary, Canada Edward Jones Full timeCompany Overview Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we’re proud to be privately‑owned, placing the focus on our clients rather than shareholder returns. Behind everything...
-
Private Wealth Consultant
3 weeks ago
Calgary, Canada Manulife Full timeThe Opportunity: Manulife Private Wealth ("MPW") delivers discretionary private investment counselling to high net worth ("HNW") clients across Canada. At MPW, we believe fresh thinking, open architecture solutions and a global approach should be an integral part of every Canadian's financial plan and future. As part of a global financial institution, our...
