Senior Consultant, Wealth Products
Sun Life
full-time
Posted on:
Location Type: Hybrid
Location: Toronto • 🇨🇦 Canada
Visit company websiteSalary
💰 CA$80,000 - CA$128,000 per year
Job Level
Senior
About the role
- Support Director, Product Strategy and Management with the development, launch, and day-to-day operations of the Managed Platform (SMA/UMA)
- Support daily SMA/UMA platform activities, including model onboarding, implementation tasks, and coordination with internal/external partners.
- Ensure accurate product data, investment objectives, risk ratings for all model holdings.
- Assist in operationalizing new product capabilities and enhancements.
- Support the governance and management of the dealer’s product shelf: Manage day-to-day product shelf activities, including tagging of securities for fee billing purposes and maintaining product accuracy.
- Support the development of product policies and materials required for governance committees.
- Support the due diligence review of firms and individual products for approval on to the product shelf
- Prepare and maintain firm-level reporting for product approval and oversight committees.
- Provide advisor support and enablement across the product shelf and SMA/UMA platform.
- Interface with advisors on investment selection, portfolio construction, SMA.UMA capabilities, and product-related inquiries.
- Support advisor education, and training, including participating in platform pitches and preparing product materials. Onboard new advisor facing capabilities such as research tools, investment tools, fund managers, and platform enhancement.
Requirements
- CFA or other investment related post-graduate education is an asset.
- Deep understanding of various investment products is required.
- Advanced Excel skills
- Extensive experience with UMA/SMA or portfolio management platforms and ability to customize them to meet specific needs.
- 7+ years of investment dealer experience
- University degree, in Finance related field is preferred
- English/French bilingualism is an asset.
Benefits
- Wellness programs that support the three pillars of your health – mental, physical, and financial
- The opportunity to move along a variety of career paths with amazing networking potential.
- Diverse workforce with wide perspectives and creative ideas benefits our Clients.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
advanced Excelinvestment product knowledgeportfolio managementmodel onboardingimplementation tasksproduct governancedue diligencereportingadvisor supportcustomization of platforms
Soft skills
communicationcoordinationorganizationaltrainingeducationinterpersonalsupportenablementpresentationcollaboration
Certifications
CFApost-graduate education in investment