Senior Consultant, Wealth Products
4 weeks ago
Sun Life Canada Securities Inc. (SLCSI) is enhancing its wealth management platform to support full‑service dealer capabilities. We are seeking a Senior Consultant, Wealth Products with strong product knowledge and experience within IIROC/CIRO dealer environments. Job Description Reporting to the Director, Product Strategy & Management, this role supports product shelf management, investment product governance, and the implementation of SLCSI’s SMA/UMA platform. What you will do Support the Director with the development, launch, and day‑to‑day operations of the Managed Platform (SMA/UMA). Support daily SMA/UMA platform activities, including model onboarding, implementation tasks, and coordination with internal/external partners. Ensure accurate product data, investment objectives, and risk ratings for all model holdings. Assist in operationalizing new product capabilities and enhancements. Manage day‑to‑day product shelf activities, including tagging securities for fee billing and maintaining product accuracy. Support the development of product policies and materials required for governance committees. Support due diligence review of firms and individual products for approval onto the product shelf. Prepare and maintain firm‑level reporting for product approval and oversight committees. Interface with advisors on investment selection, portfolio construction, SMA/UMA capabilities, and product‑related inquiries. Support advisor education and training, including participating in platform pitches and preparing product materials. Onboard new advisor‑facing capabilities such as research tools, investment tools, fund managers, and platform enhancements. What you need to succeed CFA or other investment‑related postgraduate education is an asset. Deep understanding of various investment products is required. Advanced Excel skills. Extensive experience with UMA/SMA or portfolio management platforms and ability to customize them. 7+ years of investment dealer experience. Preferred: University degree in finance or related field. Preferred skills Work collaboratively with legal, compliance, and operations teams to resolve product‑related issues. Strong interpersonal skills in forming trusting, candid relationships with internal stakeholders. Demonstrated presentation skills (advisor‑facing). English/French bilingualism is an asset. Benefits and recognition Recognized as a 2024 Best Workplace in Ontario by Great Place to Work® Canada. Certified by Excellence Canada with the Canada Order of Excellence for Mental Health at Work®. Wellness programs supporting mental, physical, and financial health. Hybrid work model with flexibility to work from home or office. Opportunities to move into various career paths. Salary Range 80,000 to 128,000 CAD per year. Diversity and inclusion are central to our values at Sun Life. We welcome applications from qualified individuals of all backgrounds. Persons with disabilities who need accommodation may email thebrightside@sunlife.com for an alternative format. We may use artificial intelligence to support candidate sourcing, screening, and interview scheduling. Only those selected for an interview will be contacted. #J-18808-Ljbffr
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Senior Consultant, Wealth Products
4 weeks ago
Toronto, Canada Sun Life Full timeSenior Consultant, Wealth Products at Sun Life Canada Securities Inc. (SLCSI)Join to apply for the Senior Consultant, Wealth Products 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...
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Senior Consultant, Wealth Products
3 weeks ago
Toronto, Canada Sun Life Full timeSenior Consultant, Wealth Products at Sun Life Canada Securities Inc. (SLCSI)Join to apply for the Senior Consultant, Wealth Products 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...
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Senior Consultant, Wealth Products
3 weeks ago
Toronto, Canada Sun Life Full timeSenior Consultant, Wealth Products at Sun Life Canada Securities Inc. (SLCSI) Join to apply for the Senior Consultant, Wealth Products 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...
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Senior Consultant, Wealth Products
2 weeks ago
Toronto, Canada Sun Life Full timeJob Description :Sun Life Canada Securities Inc. (SLCSI) is enhancing its wealth management platform to support full-service dealer capabilities. We are seeking Senior Consultant, Wealth Products with strong product knowledge and experience within IIROC/CIRO dealer environments.Reporting to the Director, Product Strategy & Management, this role supports...
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Senior Consultant, Wealth Products
4 weeks ago
Toronto, Canada Sun Life Financial Full timeSenior Consultant, Wealth Products page is loaded## Senior Consultant, Wealth Productslocations: Toronto, Ontario: North York, Ontariotime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR00118885You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best...
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Senior Consultant, Wealth Products
4 weeks ago
Toronto, Canada Sun Life Financial Full timeSenior Consultant, Wealth Products page is loaded## Senior Consultant, Wealth Productslocations: Toronto, Ontario: North York, Ontariotime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR 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...
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Senior Consultant, Wealth Products
3 weeks ago
Toronto, Canada Sun Life Financial Full timeSenior Consultant, Wealth Products page is loaded## Senior Consultant, Wealth Productslocations: Toronto, Ontario: North York, Ontariotime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR00118885You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best...
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Hybrid Wealth Products Senior Consultant
3 weeks ago
Toronto, Canada Sun Life Financial Full timeA global financial services organization based in Toronto is seeking a Senior Consultant, Wealth Products. This role requires strong product knowledge and investment management experience within an IIROC/CIRO environment. Responsibilities include support for product shelf management, advisor training, and daily operational activities on the Managed Platform....
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Senior Consultant, Wealth Products
3 weeks ago
Toronto, Canada Sun Life Full timeSun Life Canada Securities Inc. (SLCSI) is enhancing its wealth management platform to support full‑service dealer capabilities. We are seeking a Senior Consultant, Wealth Products with strong product knowledge and experience within IIROC/CIRO dealer environments. Job Description Reporting to the Director, Product Strategy & Management, this role supports...
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Toronto, Canada Sun Life Financial Full timeA leading financial services provider in Toronto seeks a Senior Consultant, Wealth Products to enhance their wealth management platform. This role involves supporting product shelf management, governance, and advisor enablement within the SMA/UMA platform. Candidates should have deep investment product knowledge, advanced Excel skills, and over 7 years in...
