Sr. Advisor Experience Consultant, Asian Market

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 Advisor Experience Consultant, Asian Market will serve as a national expert and strategic resource within Sun Life Global Investments’ Retail Distribution team, supporting wholesalers and leaders in deepening engagement with the Chinese-Canadian advisor community across key markets (Toronto, Markham, Richmond Hill, Vancouver, and Calgary).

This role enhances SLGI’s reach and relevance by combining cultural fluency, language capability (Mandarin and/or Cantonese), and investment expertise to strengthen relationships, drive net sales growth, and position SLGI as a trusted partner within this important segment.

Acting as a subject matter expert and cultural bridge, the Consultant will collaborate closely with regional sales teams to identify opportunities, participate in joint advisor meetings, and provide tailored education, resources, and communications that reflect the unique preferences and perspectives of Chinese-Canadian advisors and investors.

What will you do?

• Partner with Regional Wealth Sales Directors and Regional Vice Presidents to identify, prioritize, and support advisor relationships within the Chinese community.
• Join client-facing meetings where language or cultural fluency enhances relationship-building, providing translation or interpretation in Mandarin and/or Cantonese as needed.
• Act as a trusted resource for wholesalers to strengthen SLGI’s brand awareness, product understanding, and advisor experience within the Chinese market segment.
• Collaborate with Marketing and Product teams to adapt advisor education materials, campaigns, and events to align with cultural and linguistic nuances.
• Support event planning and participation (seminars, roadshows, recognition events, webinars) targeted at the Chinese advisor community, including in-language sessions.
• Contribute to developing strategic partnerships with community organizations, advisor groups, and cultural associations that align with SLGI’s growth objectives.
• Share market insights, feedback, and advisor sentiment with Distribution leadership to inform strategy, resource allocation, and future initiatives.
• Maintain a strong working knowledge of SLGI’s product shelf, value propositions, and investment solutions, helping advisors articulate benefits in culturally relevant ways.
• Partner cross-functionally with Marketing, Operations, and Product teams to improve the advisor journey and identify process enhancements.
• Demonstrate the values of strength, synergy, and partnership in every advisor interaction, ensuring consistency with SLGI’s mission to be advisors’ most trusted partner.

What do you need to succeed?

• Native or near-native fluency in Mandarin (spoken and written) is required; Cantonese proficiency (spoken and written) is highly preferred
• 4–6 years of progressive experience in the financial services industry, in a client-facing, distribution, advisor-support, or sales capacity, preferably within asset management, insurance, or wealth management sectors, with direct advisor experience considered a strong asset.
• University degree in Business, Finance, Economics, or a related field.
• Strong understanding of mutual funds, ETFs, and segregated fund products.
• Excellent relationship-building, communication, and presentation skills (verbal, written, and in-language).
• Proven ability to work collaboratively with cross-functional teams and adapt in a dynamic, fast-paced environment.
• Deep knowledge of Chinese cultural norms, community networks, and financial decision-making behaviours within the Canadian context.
• Strong organizational, problem-solving, and analytical skills with a demonstrated ability to drive results through influence and partnership.

Preferred Skills:

• Professional designations such as CFA. CFP, CIM or CSC considered an asset.

What's in it for you?

• Hybrid work environment
• A friendly, collaborative, and inclusive culture
• 20 vacation days per year
• Flexible Benefits from the day you join to meet the needs of you and your family
• Pension, stock and savings programs to help build and enhance your future financial security
• The opportunity to move along a variety of career paths with amazing networking potential
• 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

Recent Awards:

• We are honoured to be recognized as a 2022, 2023, 2024 and 2025 Best Workplaces in Canada by Great Place to Work® Canada
• Great Place to Work® list for Best Workplaces for #HybridWork 2022
• Great Place to Work® list for Best Workplaces for Professional Development in Canada 2022
• Named “Best Places to Work” by Glassdoor, 2021 and 2023

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 [email protected].

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

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

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