Sun Life Financial

Across Canada
This job is no longer available.

Wealth Sales Assistant

Aug 04, 2017
Toronto, Ontario
Entry Level, Early Career

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 (WSR) 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

Key Responsibilities:

  • 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 WSR 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
  • Facilitate all mass emails to regional clients as determined by the WSR & Wholesaler. The WSA must ensure all emails are checked for quality and that approval has been given
  • 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
  • Maintain and update CRM system ensuring representative and assistant contact information has the proper email address and phone numbers
  • 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

Skills and Experience

  • Bilingual (English and French, written and spoken) definite asset
  • 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
  • Experience working in a team environment

The Individual Insurance and Wealth business unit represents close to 30 per cent of all Sun Life Financial global revenue and more than 50 per cent of Canadian earnings.  We’re a top provider of life, health and wealth products in the Canadian marketplace.

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