Sun Life Financial

Across Canada
This job is no longer available.

FUTURE OPPORTUNITY - Wealth Sales Assistant

Montreal, Quebec
Entry Level, Early Career

Sun Life is focused on identifying, attracting and hiring talented and diverse individuals. We are currently building a pool of candidates for future opportunities in the Greater Montreal Area for a Wealth Sales Assistant within our wealth distribution group under the brand of Sun Life Global Investments. If you are interested in being considered for a future opportunity, please apply and we will contact you to discuss new positions when they become available.

In 2010, Sun Life Financial launched a new investment company - Sun Life Global Investments (Canada) Inc. 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 - tailored for the Canadian investor.

***Bilingual (English and French, written and spoken) is required for this role***

As a Wealth Sales Assistant 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 Mandarin, written and spoken) is required
  • Bilingual (English and French, written and spoken) is an 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