Wealth Consultant
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
SeniorLead
About the role
- Work closely with advisors to enhance practice management capabilities
- Support the introduction and adoption of wealth solutions
- Identify growth opportunities through consultative engagement
- Collaborate with teams to ensure seamless program execution
Requirements
- University degree
- Minimum of 7 years of related experience in the investment/wealth management industry
- Experience in coaching, consultation, wealth product development, sales in financial services, and relationship management
- Expertise in mutual funds and registered plans
- Strong presentation and facilitation skills
Benefits
- Health insurance
- Flexible work arrangements
- Professional development opportunities
- Bonuses
- Diversity and inclusion programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
wealth product developmentsales in financial servicesrelationship managementmutual fundsregistered plans
Soft skills
coachingconsultationpresentation skillsfacilitation skills