Wealth Sales Coordinator

Job Description :The Individual Insurance and Investments business unit represents close to 30% of all Sun Life Financial global revenue and more than 50% 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.You will have the opportunity to:Work closely with the Wholesaler and the Inside Sales Representative (ISR) to service and manage existing and future clientsProvide administrative support to the sales team in their regions by ensuring the smooth operation and execution of various sales initiatives and activitiesWhat will you do? Schedule wholesaler meetings to ensure regional targets are attainedCalculate expense reports and mileage logs and ensure approval from the Regional Vice President of Sales on a timely basisAssist Wholesaler and ISR in developing a strategic business plan for the year and review it quarterly with the team to increase sales from advisors in our territoryCo-ordinate all events for the region including researching the venue, booking arrangements (food and seating), sending invitations, RSVP lists and presentation materials & kitsEnsure correct marketing kits are sent to clients and be familiar with marketing material piecesFacilitate all mass emails to regional clients as determined by the ISR & Wholesaler. The RSA must ensure all emails are checked for quality and that approval has been givenEnsure prompt payment through accounting on outside contracts/services with respect to events/showsTake an active team approach, proactively offering solutions and giving feedback for improvement to help promote our products and servicesMaintain and update CRM system ensuring representative and assistant contact information has the proper email address and phone numbersEnsure CE credits certificates are issued immediately following completion of eventsExecute promotional and co-operative marketing requests as neededEnsure a strong working relationship between other departments (i.e. Product Managers, Marketing, Finance, IT)Participate and attend sales conference calls and meetingsKeep wholesalers informed of their up-coming events, presentations, webinars and road showsWhat do you need to succeed? Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwidCollege Diploma or equivalentMinimum 2 years office/administrative experience, preferably within the mutual fund industryAdvanced knowledge of MS Office (i.e. Excel, Word & Outlook)Completion of IFIC and/or CSC - definite assetKnowledge of Mutual Fund industry - definite assetPrevious experience in Sales - definite asset; andExperience working in a team environment What’s in it for you?The opportunity to move along a variety of career paths with amazing networking potentialFlexible Benefits from the day you join to meet the needs of you and your familyWe’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potentialWe’re honoured to be recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® CanadaWe are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health*LI-MS