Wealth Consultant

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.

Job Description:

What will you do?

• Support Regions, Managers, and Advisors with comprehensive, timely, and expert Wealth and Dealer support; Support the growth of Wealth business in the region

• Build capability and expertise among Advisors on Dealer process, Wealth processes, tools, and systems, providing expert guidance and technical expertise

• Ensure Advisors, other field-based relationships, and sales roles are equipped with technical expertise on Dealer and Wealth solutions (mutual funds, registered plans, regulatory requirements, trade execution, and portfolio maintenance)

• Build capability and awareness of key Wealth areas to ensure high levels of client satisfaction and sales objectives are met and exceeded in the Region

• Work with partners in Dealer and training specialists teams in a region to ensure learning programs for Advisors are comprehensive and up to date on Wealth Management and Dealer practices

• Equip Advisors with timely, accurate, and relevant information and materials on Wealth products; Communicate capabilities and service offerings building relationships with Advisors and Managers through sales presentations

• Build and continually extend advisor capability and knowledge of Wealth products; Lead onboarding of new Advisors with respect to Dealer and Wealth practices

• Act as an internal subject matter expert for group training activities

What do you need to succeed?

• University degree with a minimum of 7 years of related experience, in the investment management industry, wealth products, or an equivalent combination of education and experience

• Experience includes coaching, consultation, wealth product development, sales in financial services, and relationship management

• Expertise in mutual funds, registered plans, relevant regulatory and compliance requirements

• Expertise in Dealer processes: trade management, systems and technologies, reporting, and administration

• Business acumen; including an understanding of sales and client relationship techniques

• Strong presentation and facilitation skills

• Exceptional organizational skills and the ability to work in a matrix environment

Note: Licensing not required; a professional financial services designation would be an asset

What's in it for you?

• Time off giving you the flexibility to focus on the moments that matter including 20 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

• A collaborative and interactive team environment

• We're honoured to be recognized as a 2025 Best Workplace in Canada by Great Place to Work Canada

#LI-Hybrid

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.  

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you Several 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.

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