Wealth Sales Coordinator

4 weeks ago

Toronto, Canada Sun Life Full time

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 your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

**Please note this is a contract opportunity until Nov 24, 2023**

**About the role**:
The Individual Insurance and Investments business unit represents close to 30 per cent of all Sun Life Financial global revenue and more than 50 per cent of Canadian earnings. We're a top provider of life, health and wealth products in the Canadian marketplace.

This position works within wealth distribution under the brand of Sun Life Global Investments. Sun Life Global Investments brings together the strength of Sun Life Financial with the best in asset management from around the world to offer a line-up of unique world class investment solutions.

**What will you do?**
- Work closely with the Wholesaler and the Wealth Sales Representative (WSR) to service and manage existing and future clients
- Provide administrative support to the sales team in their regions by ensuring the smooth operation and execution of various sales initiatives and activities
- Schedule wholesaler meetings to ensure regional targets are attained
- Calculate expense reports and mileage logs and ensure approval from the Regional Vice President of Sales on a timely basis
- Assist Wholesaler and WSR in developing a strategic business plan for the year and review it quarterly with the team to increase sales from advisors in our territory
- Co-ordinate all events for the region including researching the venue, booking arrangements (food and seating), sending invitations, RSVP lists and presentation materials & kits
- Ensure correct marketing kits are sent to clients and be familiar with marketing material pieces
- Ensure prompt payment through accounting on outside contracts/services with respect to events/shows
- Take an active team approach, proactively offering solutions and giving feedback for improvement to help promote our products and services
- Managing the continuous data integrity process for internal sales reposting requirements including preparing and revising presentations, reports and databases
- Maintain samples of all relevant marketing materials on hand for office use and ensures they are updated regularly
- Ensure CE credits certificates are issued immediately following completion of events
- Execute promotional and co-operative marketing requests as needed
- Ensure a strong working relationship between other departments (i.e. Product Managers, Marketing, Finance, IT)
- Participate and attend sales conference calls and meetings
- Keep wholesalers informed of up-coming events, presentations, webinars & road shows
- Keep up to date with the latest campaigns and product information at SLGI

**What do you need to succeed?**
- College Diploma or equivalent.
- Minimum 2 years office/administrative experience, preferably within the mutual fund industry
- Advanced knowledge of MS Office (i.e. Excel, Word & Outlook)
- Experience working in a team environment.

**Preferred Skills**:

- Completion of IFIC and/or CSC - definite asset
- Knowledge of Mutual Fund industry - definite asset
- Previous experience in Sales - definite asset

**What's in it for you?**
- A friendly, collaborative, and inclusive culture
- The opportunity to move along a variety of career paths with amazing networking potential
- Access to our Global Learning Centre, available 24/7 for your learning needs
- Wellness programs that support the three pillars of your health - mental, physical and financial

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

**Salary Range**:
44,000/44 000 - 71,700/71 700

**Job Category**:
Sales - Distribution Support

**Posting End Date**:
02/01/2023

  • Sales Associate

    4 weeks ago

    Toronto, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for a Sales Associate to join our NEI Sales team. Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office at 151 Yonge Street,...

  • Sales Associate, Temporary

    4 days ago

    Toronto, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for a Sales Associate to join our NEI Sales team for 12 months. Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office at 151 Yonge...

  • Sales Associate, Temporary

    4 days ago

    Toronto, Canada Aviso Wealth Full time

    **Aviso**: **The Opportunity**: We’re looking for a Sales Associate to join our NEI Sales team for a 12 month contract. Reporting to the Manager, Sales Support, the Sales Associate is responsible for working as part of a team to assist the team in achieving a sales target within the defined sales territory. The responsibilities will include booking...

  • Sales Associate, Temporary

    1 week ago

    Toronto, Ontario, Canada Aviso Wealth Full time

    Aviso:The Opportunity:We're looking for a Sales Associate to join our NEI Sales team for a 12 month contract.Reporting to the Manager, Sales Support, the Sales Associate is responsible for working as part of a team to assist the team in achieving a sales target within the defined sales territory. The responsibilities will include booking meetings, event...

  • Wealth Sales Coordinator

    1 week ago

    Toronto, Canada Sun Life Full time

    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 your potential and soar to new heights. Every day, you'll...

  • Wealth Sales Representative

    2 weeks ago

    Toronto, Canada Sun Life Full time

    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 your potential and soar to new heights. Every day, you'll...

  • Manager, Sales Support

    2 months ago

    Toronto, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for a Manager, Sales Support to join our AM Wealth Distribution team. Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office at 151...

  • Manager, Sales Support

    1 day ago

    Toronto, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for a Manager, Sales Support to join our AM Wealth Distribution team. Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office at 151...

  • Wealth Sales Coordinator

    2 weeks ago

    Toronto, Canada Sun Life Full time

    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 your potential and soar to new heights. Every day, you'll...

  • Business Application Training

    3 weeks ago

    Toronto, Canada Richardson Wealth Full time

    **Employment Status**: Permanent Full-Time **Location**: Toronto, ON **Department**: Training and development **Reporting To**: Senior Training & Development Specialist **Job Id**: NS - 013 **Job Level**: L3 **Seniority Level**: Associate **Position Overview**: The Business Training & Support Coordinator will work as a member of the Advisor Experience...

  • Sales Associate

    3 days ago

    Toronto, Canada BG Wealth Group Full time

    Position: Commission-Based Salesperson Location: GTA, ON Status: Full-time / Remote / Hybrid Reports to: CEO and designates, BG Wealth Group Inc. **About BG Wealth Group Inc.** BG Wealth Group is a Canada-headquartered real estate investment and financial consultancy firm. We specialize in the evaluation, acquisition, development, transformation, and...

  • Sales Associate

    1 week ago

    Toronto, Ontario, Canada BG Wealth Group Full time

    Position: Commission-Based SalespersonLocation: GTA, ONStatus: Full-time / Remote / HybridReports to: CEO and designates, BG Wealth Group Inc.About BG Wealth Group Inc.BG Wealth Group is a Canada-headquartered real estate investment and financial consultancy firm. We specialize in the evaluation, acquisition, development, transformation, and management of...

  • Events Coordinator

    4 weeks ago

    Toronto, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for an Events Coordinator to join our Events team. This role can be mostly remote, however we will on occasion require you to come onsite to our office at 151 Yonge St, Toronto, ON. Reporting to the Senior Manager, Event Experiences the Events Coordinator is responsible for leading webinars and...

  • Marketing Coordinator, Temporary

    2 weeks ago

    Toronto, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for a Marketing Coordinator to join our Marketing Operations Team for a 12 month contract. This role can be mostly remote, however we will on occasion require you to come onsite to our office at 151 Yonge St, Toronto, ON. Reporting to the Director, Marketing Operations, the Marketing Coordinator will...

  • Onboarding Support Coordinator

    1 week ago

    Toronto, Ontario, Canada Richardson Wealth Full time

    Employment Status:Temporary Full-TimeLocation:Toronto, ONDepartment:Advisor Experience & GrowthReporting To:Transition & Training SpecialistJob Id:TAD - 001Job Level:L3Seniority Level:AssociatePosition Overview:The Onboarding Support Coordinator is a high energy and adaptable role responsible for the planning and execution of onboarding new high net worth...

  • Vice President, Sales, Nei Investments

    4 weeks ago

    Toronto, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for a VP, Sales to join the NEI Investments, Asset Management team. This role can be mostly remote, however we will on occasion require you to come onsite to our office at 151 Yonge St, Toronto, ON. **Who you are**: - **Service** - You consider both internal and external stakeholders and demonstrate...

  • Vice President, Sales, Nei Investments

    13 hours ago

    Toronto, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for a VP, Sales to join the NEI Investments, Asset Management team. This role can be mostly remote, however we will on occasion require you to come onsite to our office at 151 Yonge St, Toronto, ON. **Who you are**: - **Service** - You consider both internal and external stakeholders and demonstrate...

  • Regional Sales Associate

    2 weeks ago

    Toronto, Canada Canada Life Assurance Company Full time

    **Job Description**: We are looking for a **Regional Sales Associate.** Our organization is strong, and we’re getting stronger. Our Inside Sales team supports our industry leading Wealth businesses. On this team you will connect with some of the most entrepreneurial, spirited, energetic people who will help you become an expert in your craft. As a...

  • Recognition and Incentives Coordinator

    1 day ago

    Toronto, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for a Recognition and Incentives Coordinator to join our Client Solutions team. Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our...

  • Vice President, Sales, Nei Investments

    1 week ago

    Toronto, Ontario, Canada Aviso Wealth Full time

    Aviso Wealth:The Opportunity:We're looking for a VP, Sales to join the NEI Investments, Asset Management team.This role can be mostly remote, however we will on occasion require you to come onsite to our office at 151 Yonge St, Toronto, ON.Who you are:- Service You consider both internal and external stakeholders and demonstrate intent of understanding and...