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: Sun Life Canada Securities
Inc. (SLCSI) is enhancing its wealth management platform to support full-service
dealer capabilities. We are seeking Senior Consultant, Wealth Products with
strong product knowledge and experience within IIROC/CIRO dealer environments.
Reporting to the Director, Product Strategy & Management, this role supports
product shelf management, investment product governance, and the implementation
of SLCSI’s SMA/UMA platform. The Senior Consultant, Wealth Products ensures
product data accuracy, supports day-to-day SMA/UMA activities, enables advisor
capabilities, and assists in daily suitability processes in collaboration with
Tier 1, Tier 2, and other stakeholders. What your will do: Support Director,
Product Strategy and Management with the development, launch, and day-to-day
operations of the Managed Platform (SMA/UMA) Support daily SMA/UMA platform
activities, including model onboarding, implementation tasks, and coordination
with internal/external partners. Ensure accurate product data, investment
objectives, risk ratings for all model holdings. Assist in operationalizing new
product capabilities and enhancements. Support the governance and management of
the dealer’s product shelf: Manage day-to-day product shelf activities,
including tagging of securities for fee billing purposes and maintaining product
accuracy. Support the development of product policies and materials required for
governance committees. Support the due diligence review of firms and individual
products for approval on to the product shelf Prepare and maintain firm-level
reporting for product approval and oversight committees. Provide advisor support
and enablement across the product shelf and SMA/UMA platform. Interface with
advisors on investment selection, portfolio construction, SMA.UMA capabilities,
and product-related inquires. Support advisor education, and training, including
participating in platform pitches and preparing product materials. Onboard new
advisor facing capabilities such as research tools, investment tools, fund
managers, and platform enhancement. What you need to succeed: CFA or other
investment related post-graduate education is an asset. Deep understanding of
various investment products is required. Advanced Excel skills Extensive
experience with UMA/SMA or portfolio management platforms and ability to
customize them to meet specific needs. 7+ years of investment dealer experience
University degree, in Finance related field is preferred Preferred skills: Work
collaboratively with legal, compliance and operations teams to resolve
product-related issues Strong interpersonal skills in forming trusting, candid
relationships with internal stakeholders, APMs and PMs and attention to detail
Demonstrated presentation skills (advisor-facing presentations, either small
group or main stage) English/French bilingualism is an asset. What’s in it for
you: We’re honoured to be recognized as a 2024 Best Workplaces in Ontario by
Great Place to Work® Canada. 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. Wellness
programs that support the three pillars of your health – mental, physical, and
financial The opportunity to move along a variety of career paths with amazing
networking potential. As a hybrid organization, you and your leader use business
and Client needs to choose where you work, at home or in the office 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 -
Distribution Support Posting End Date: 28/12/2025 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
