Wealth Advisor, Prospr by Sun Life

Toronto, ON York, ON
$60,000-97,000 per year
Permanent
Full-time

11 hours ago

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:Remote work available in B.C., Alberta, Saskatchewan and ManitobaBe part of a unique change!..At Sun Life Financial the client is at the center of everything we do. As an IFIC certified Prospr Advisor your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives.As a member of our dynamic team, you will provide Wealth solutions for new and existing clients. You are a team player who enjoys helping Canadians meet their short and long-term financial goals. Are you a solution oriented and effective communicator, who uses active listening to understand client needs and provide tailored and timely recommendations; and you thrive in a work environment committed to continuous improvement, personal growth, and your professional development?Above all, you do get satisfaction and enjoyment in helping others? If so, apply or reach out to our recruiter Katy today! She's friendly, available for all your questions and has a lot of information to share since she's been recruiting for Prospr since it was first established in 2019.Why join our team under the sun? The reasons are as diverse as the people who work here. Here are some examples of what’s in it for you:Work under a hybrid model where you get to balance home and life by collaborating with your peers and managers in our Sun Life offices located in downtown Toronto a few days per week (if applicable).Competitive Salary and annual incentive planA Comprehensive benefits package which includes:-Medical, dental, life, and disability insurance-Employee matched pension plan-Stock purchase plan-3 weeks paid vacationLicensing fees coveredThe opportunity to work in an environment committed to continuous improvement as well as personal growth and career developmentThe ability to be part of a new and evolving Prospr Team – you will be contributing to shaping the future of the business!The chance to work in a positive, dynamic, and collaborative work environment where you are encouraged to share your ideas and be heardReporting to the Manager, Prospr, what will you do?

Proactively call and take calls from new and existing investment clients, with the goal of providing holistic advice

Engage with individual investment clients over the phone and through digital tools; with a focus of identifying needs and recommending solutions aligned with their goals

Assess clients’ financial needs and recommend an appropriate investment solution to meet those needs
Help clients be ‘retirement ready’ through the use of planning tools.
Conduct investment risk assessments and provide solutions aligned with their investment profile
Work closely with Branch Manager and support teams to stay current on product and regulatory updates
Maintain registration and licensing in good standing as an MFDA Dealing representative across all provinces and territories in Canada
Contribute to the team’s ongoing success by identifying continuous improvement opportunities to help improve the client experience, and products and services offered
Foster and participate in a work environment which values people, invites creativity, celebrates learning and accountability and encourages employee engagement

What do you need to succeed?

Bachelor degree or 2+ years of relevant experience
Valid sales and service experience (preferably in wealth)
Strong knowledge and passion of retail investment products
Experience doing business over the phone
Strong knowledge and understanding of Mutual Fund Industry, Compliance and Dealer Operations practices
Availability on a variable schedule Monday to Friday between 8am to 8pm

Excellent communication skills, both written and verbal

Strong relationship building skills

Strong problem solving skills
Adaptable and resourceful

Required Licensing:

A valid and active Mutual Fund License (CIRO), or courses completed (IFIC or CSC certification), allowing you to obtain the license immediately following the hire.

Assets:

CFP/Fin. Pl. designation
Experience in blended or outbound Call Centre or telephone servicing
Sun Life Investment product knowledge
Experience using Salesforce.com for client relationship management
Ability to leverage digital tools to create engaging client interactions

**base compensation for this role typically ranges between $60 000 and $62 000 annuallyThe 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 .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: 60,000/60 000 - 97,000/97 000Job Category: Sales - Client Relationship ManagementPosting End Date: 24/04/2026

Sun Life Financial

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