Wealth Sales Representative

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:

We have a fantastic opportunity for a highly motivated and ambitious sales professional to drive results with one of the most forward-looking asset management firms in Canada. 

This internal sales 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 best-in-class asset managers from around the world to offer a line-up of unique world class investment solutions.

We offer a competitive base salary along with an aggressive variable compensation plan that rewards performance based on the achievement of outstanding sales results. 

What will you do?

• Partner with the Wealth Sales Director (external wholesaler) and a Wealth Sales Coordinator (administrative coordinator) to generate sales within your assigned territory
• Assist investment advisors and insurance specialists with Sun Life Global Investments’ solutions, business building practices and competitor analysis
• Generate sales and lead development through proactive outbound telephone calls and email communications
• Input & utilize the CRM/database with all the information pertaining to designated region in order to plan and prioritize activities with advisors
• Participate in national, regional, and project group meetings, sharing feedback and information and actively participate in sales workshops
• Organize and execute conferences calls and webcasts to liaison product and practice management
• Assist wholesaler in developing client base segmentation and a strategic business plan to increase sales from advisors in region
• Travel to branches, conferences and advisor functions within designated regions in order to further develop advisor relationships (2-4 times annually).

What do you need to succeed?

• Minimum 3 years of sales experience; preferably working in the financial services industry
• Minimum Bachelor's degree, preferably in a field such as Commerce, Finance, or Business
• Extremely strong sales aptitude; entrepreneurial in nature
• Passion for following and understanding capital markets
• Ability to build credibility and rapport with clients over the phone
• Strong listening and communication skills with the ability to simplify complicated financial concepts
• Ability to organize, prioritize and execute sales plans while working within a team
• Professional pose with strong business etiquette.

Preferred Skills:

• CSC or IFIC certification or working towards is strongly preferred
• Financial service industry designations, such as CFP, CIM or CFA, are an asset

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

• We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health

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.

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