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 thebrightside@sunlife.com. 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. Salary Range:
80,000/80 000 - 128,000/128 000 Job Category: Sales - Client Relationship
Management Posting End Date: 11/01/2026 Shine together At Sun Life, you can be
your most brilliant self. Our supportive, flexible, and inclusive work
environment is one where you – and your career – can thrive. Whatever your
aspirations, collaborative leaders and colleagues are ready to help you learn,
grow, and succeed. Make life brighter We’re a global company with a passion for
people. Our purpose is to help Clients achieve lifetime financial security and
live healthier lives. As a team of 30,000 across 26 countries, our impact is
far-reaching, and locally relevant There’s power in numbers. As part of Sun
Life’s growing team, you have an impact on people in your community and around
the world. Shape the future With an optimistic eye on a brighter future, we
drive to innovate. Be part of leading change, push boundaries and try new ways
of working. Use data to drive bold actions. Be agile and pivot as we test and
learn. At Sun Life, we’re driving transformation, sustainability and innovation
for our Clients, employees, partners, and communities. Join us. Together, we can
make the future brighter. Join a top employer for a brighter future. Visit Sun
Life Careers
