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Wealth Sales Coordinator

Sun Life Financial

This is a Contract position in Toronto, ON posted May 16, 2023.

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues – experts in their fields – who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients – who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

About the role:

The Individual Insurance and Investments 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.

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.

What will you do?

  • 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 WSC 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
  • Managing the continuous data integrity process for internal sales reposting requirements including preparing and revising presentations, reports and databases
  • Maintain and update CRM system ensuring representative and assistant contact information has the proper email address and phone numbers
  • Maintain samples of all relevant marketing materials on hand for office use and ensures they are updated regularly
  • 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 and keep up to date with the latest campaigns and product information at SLGI

What do you need to succeed?

  • College Diploma or equivalent
  • Minimum 2 years office/administrative experience, preferably within the mutual fund industry
  • Basic knowledge of MS Office (i.e. Excel, Word & Outlook)
  • Experience working in a team environment
  • Customer service experience in a fast-paced, high-volume environment
  • Excellent interpersonal skills with the ability to work collaboratively and build strong relationships
  • A self-starter who is resourceful, detail oriented and organized

Preferred Skills:

  • Completion of IFIC and/or CSC
  • Knowledge of Mutual Fund industry
  • Previous experience in Sales

What's in it for you?

  • Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
  • Flexible Benefits from the day you join to meet the needs of you and your family
  • A friendly, collaborative, and inclusive culture
  • The opportunity to move along a variety of career paths with amazing networking potential
  • An environment of continuous learning and improvement
  • Access to our Global Learning Centre, available 24/7 for your learning needs
  • Wellness programs that support the three pillars of your health – mental, physical and financial
  • Work-life balance by scheduling your day around your priorities and having more time to spend on the important things
  • We are honoured to be recognized as a 2022 Best Workplaces in Canada by Great Place to Work® Canada

The Base Pay range is for the primary location for which the job is posted.  It may vary depending on the work location of the successful candidate or other factors.  In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance.  Certain sales focused roles have sales incentive plans based on individual or group sales results. 

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

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

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

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

Salary Range:

44,000/44 000 – 71,700/71 700

Job Category:

Sales – Distribution Support

Posting End Date: