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 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.

**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?**
- Assist Wealth Sales Director (WSD) and Wealth Sales Representative (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, sending invitations, RSVP lists and presentation materials & kits
- 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
- Ensure a strong working relationship between other departments (i.e. Product Managers, Marketing, Finance, IT)
- Keep wholesalers informed of their up-coming events, presentations, webinars and road shows and 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
- Basic knowledge of MS Office (i.e. Excel, Word & Outlook)
- Experience working in a team environment
- Customer service experience in a fast-paced, high-volume environment
- Excellent interpersonal skills with the ability to work collaboratively and build strong relationships
- A self-starter who is resourceful, detail oriented and organized

**Preferred skills**:

- Completion of IFIC and/or Canadian Securities Course (CSC)
- Knowledge of Mutual Fund industry
- Previous experience in Sales

**What's in it for you?**
- Hybrid work environment
- A friendly, collaborative, and inclusive culture
- 15 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
- 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

**Recent Awards**:

- We are honoured to be recognized as a 2022, 2023 and 2024** Best Workplaces in Canada** by Great Place to Work® Canada
- Great Place to Work® list for **Best Workplaces for #HybridWork** 2022
- Great Place to Work® list for **Best Workplaces for Professional Development in Canada** 2022
- Named “**Best Places to Work**” by Glassdoor, 2021 and 2023

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**:
47,000/47 000 - 77,000/77 000

**Job Category**:
Sales - Distribution Support

**Posting End Date**:
01/07/2024

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