Wealth Sales Coordinator

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.

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 clients
- Provide administrative support to the sales team in their regions by ensuring the smooth operation and execution of various sales initiatives and activities

**What will you do?**:

- 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 ISR 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- 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 their up-coming events, presentations, webinars and road shows

**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)
- Completion of IFIC and/or CSC - definite asset
- Knowledge of Mutual Fund industry - definite asset
- Previous experience in Sales - definite asset; and
- Experience working in a team environment

**What’s in it for you?**:

- Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
- A friendly, collaborative and inclusive culture
- 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
- 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.

Sun Life is committed to the health and safety of all those in our workplaces and our communities. In accordance with Sun Life’s Vaccination Policy (Canada):

- Employees permitted to work remotely are required to be fully vaccinated against COVID-19 in order to attend a Sun Life office, Financial Centre or offsite location where activity related to Sun Life business occurs.
- Employees whose job duties require them to attend a Sun Life office, Financial Centre or offsite location for Sun Life business must be fully vaccinated against COVID-19 effective May 1st.
- Employees whose regular workplace is a Financial Centre and SLFD field leaders must be fully vaccinated against COVID-19 or participate in Sun Life’s Rapid Screening Program to attend a Financial Centre or an offsite event.

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

**Salary Range**:
38,
900/38 900 - 63
,500/63 500**Job Categor