Senior Consultant, Wealth Products
Top Benefits
About the role
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 Securities Canada 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
About Sun Life
Senior Consultant, Wealth Products
Top Benefits
About the role
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 Securities Canada 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