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. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

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?

• Partner with the Wealth Sales Directors (field wholesalers) and a Regional Sales Assistant (administrative coordinators) to generate sales through the IIROC, MFDA, and MGA investment channels;

• Use daily phone contact with investment advisors to build relationships, provide insight about capital markets and increase sales of Sun Life wealth solutions;

• Assist investment advisors and insurance specialists with Sun Life solutions, business building practices and competitor analysis;

• Position incentive includes competitive base salary with commission component.

• 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 connect/network

What do you need to succeed?

• The following certifications: IFIC, CFP, CIM or CFA a plus

• Minimum Bachelor's degree, preferably in a field such as Commerce, Finance, or Business

• Minimum 3 years of sales experience; experience working in the financial services industry

• 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

• Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.

What's in it for you?

• We’re proud to be recognized as a company with a 2025 Most Trusted Executive team by Great Place to  Work® Canada

• A caring, supportive, and inclusive culture

•  Flexible Benefits from the day you join to meet the needs of you and your family

#LI-Hybrid

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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