Wealth Consultant
Job in
Old Toronto, Toronto, Ontario, M5A, Canada
Listing for:
Sun Life
Full Time
position
Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
-
Business
Financial Advisor
Job Description & How to Apply Below
Location: Old TorontoJob Description
:
Two Positions Available:
Position 1:
Wealth Consultant
Position 2:
Wealth Consultant-
We have a fantastic opportunity for a driven and ambitious wealth leader to drive results with one of the most iconic brands in Canada. The role is focused on supporting financial advisors in building holistic, client-centric wealth practices — deepening share of wallet, enhancing advisory efficiency, expanding advisory capacity, and supporting portfolio implementation services to improve client outcomes.
This role works within retail wealth distribution under the brand of Sun Life Financial Investments Services (Canada) Inc. (SLFISI) offers our advisors and clients with best-in-class asset managers along with a line-up of unique world class offering, platform and solutions.
What will you do?
Advisor & Practice Development
Work closely with advisors and field leaders to enhance practice management capabilities, including portfolio construction and implementation, business growth strategies, and wealth solutions to attract and retain high-net-worth clients.Support the introduction and adoption of wealth solutions, managed portfolios, and digital tools that improve advisor productivity and client experience.Identify and drive opportunities for cross-selling, asset consolidation, and growth in share of wallet through consultative engagement.Serve as an ambassador for the firm’s value proposition within the independent advisor community.Business Growth & Execution
Lead initiatives that contribute to increased Assets Under Administration (AUA), net flows, and advisor business growth through increased capacity.Collaborate with Product, Marketing, and Operations teams to ensure seamless execution of programs and platforms that deliver on advisor and client needs.Leverage analytics and performance data to assess effectiveness, uncover opportunities, and refine field engagement models.Stakeholder Management
Build strong, collaborative relationships across Distribution, Product, Marketing, and Operations to ensure integrated execution.Represent the Wealth Consulting team at internal and external forums, including executive updates, industry events, and advisor councils.Provide market intelligence and field insights to influence corporate strategy, advisor experience initiatives, and platform development.Support Regions, Managers, and Advisors with comprehensive, timely, and expert support to growth Wealth business in the regionBuild capability and capacity among Advisors on Wealth expertise to address HNW client needsWork with partners in the Dealer Satisfaction teams and the Elite service teams to support escalations from the field and direct them to appropriate SME’s.Work with the Dealer training team to direct and guide advisor and team training to ensure learning programs for Advisors are comprehensive and up to date on Wealth ManagementEquip Advisors with timely, accurate, and relevant information and materials on Wealth products;
Communicate capabilities and service offerings building relationships with Advisors and ManagersTeamwork & Leadership
Provide teamwork and partnership across the Wealth Consultants to drive better outcomes.Cultivate a positive and collaborative team environment within regional and district teams.Work with leaders across Retail Advisory solutions.What motivates you?
You obsess about helping investment advisors, listen, engage and act for their benefit.You think big, with curiosity to discover ways to use your agile approach and enable positive business outcomes.You thrive in teams and enjoy getting things done together.You take ownership and build solutions, focusing on what matters.You do what is right, work with integrity and speak up.You share your humanity, helping us build a diverse and inclusive work environment for everyone.What do you need to succeed?
University degree with a minimum of 7 years of related experience, in the investment/wealth management industry, wealth products, or an equivalent combination of education and experienceExperience includes coaching, consultation, wealth product development, sales in financial services, and relationship managementExpertise in mutual funds, registered plans, relevant regulatory and compliance requirementsBusiness acumen; including an understanding of sales and client relationship techniquesStrong presentation and facilitation skillsExceptional organizational skills and the ability to work in a matrix environmentAbility to think and respond quickly, able to adapt to change within a rapidly growing and complex area of personal financial servicesChartered Financial Analyst (CFA), Professional Financial Planner (PFP), Chartered Financial Planner (CFP) or Chartered Investment Management (CIM) designations are an asset
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