Wealth Sales Coordinator

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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

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% of all Sun Life Financial global revenue and more than 50% 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 (SLGI).  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. 

Reporting to the Director, Retail Business Initiatives this role is responsible for providing business and administrative support to the Retail Distribution leadership team (LT) by ensuring the smooth operation and execution of various sales initiatives and activities.

What will you do?

• Support the Director, Retail Business Initiatives through the coordination of planning activities as related to the Retail management operating system. This will require engagement across all areas of SLGI and will be focused, but not limited to, the following:
  • Schedule meetings for the Retail LT and Retail Value Streams to ensure the proper functioning of those forums
  • Co-ordinate all events for the Retail LT and Value Streams including researching the venue, booking arrangements (food and seating), sending invitations, RSVP lists and presentation materials & kits
• Support multiple leaders within the retail distribution team with the calculation & creation of expense reports and mileage logs and ensure expense report approval in a timely manner
• Ensure prompt payment through accounting on outside contracts/services
• Take an active team approach, proactively offering solutions and giving feedback for continuous process improvement
• 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 Retail LT informed of their up-coming events, presentations, webinars and road shows

What do you need to succeed?

• Minimum 2 years office/administrative experience, preferably within the mutual fund industry
• College Diploma or equivalent
• Advanced knowledge of MS Office (i.e. Excel, Word & Outlook)
• Experience working in a team environment 
• Strong communication skills. Experience partnering with senior leaders
• Strong organization skills with a high attention to detail

Preferred Skills:

• Knowledge of Mutual Fund industry - definite asset
• Previous experience working with Sales teams - definite asset
• Intermediate Excel skills (Pivot tables, V/X-look ups)
• Experience with expense reporting and expense management tools (ex. Concur)

What's in it for you?

• Hybrid work environment
• A friendly, collaborative, and inclusive culture
• 15 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.

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.

Salary Range:

Job Category:

Posting End Date: