Wealth Solutions & Advisor Growth Specialist
Sun Life Financial
Sun Life Financial is seeking a Wealth Specialist to support advisor development, portfolio analysis and regional sales initiatives within the Wealth Consulting team. The role focuses on operational coordination, training support and data insights to boost advisor engagement and sales effectiveness.
Responsibilities include coordinating training events, managing communications and CRM records, and collaborating with Marketing, Product, Finance and IT to advance regional objectives.
#J-18808-LjbffrVacancy posted 13 hours ago
Similar jobs that could be interesting for youBased on the Wealth Solutions & Advisor Growth Specialist in Toronto, ON vacancy
$70k - $90k per year
...Job description Wear Solutions Specialist Ontario | Home-Based | Vehicle Allowance | Uncapped Commission Are you the kind of business... ...What You'll Do: ~ Market Development: Drive the growth of Castolin Eutectic’s wear services, including CDP wearplate...SuggestedLong term contractFull timeTemporary workWork at officeWork from homeCastolin Eutectic
Toronto, ON1 day ago$59k - $64k per year
...into a system built around how they actually work. As a Junior Solutions Specialist, you'll be part of every step, from the first discovery call... ...workflows that truly fit their unique needs. As a scaling growth company, we're now taking that mission further, using AI to...SuggestedPermanent employmentFull timeInternshipWork at officeFlexible hoursShift work2 days per week3 days per weekMethod Integration Inc.
Toronto, ON20 days ago$250k per year
...MaintainX became part of Autodesk, joining Autodesk Operations Solutions , the organization unifying Autodesk's operations platform alongside... ..., and it is ours. Role context This role sits on the Growth Marketing team, which builds and runs the experimentation engine...SuggestedFull timeShift workMaintainx
Toronto, ON13 days ago- ...identify, and qualify sales opportunities to up-sell additional products and services. Develop new accounts and target areas for new growth or market value. Exhibit a high level of professionalism and apply company policies and procedures to effectively grow market share...SuggestedFull timeLocal areaWorldwide
Shift4
Toronto, ONmore than 2 months ago $70 - $90 per hour
..., General Catalyst , Peter Thiel , Adam D'Angelo , Larry Summers , and Jack Dorsey . Position: Wealth Management and Asset Management Specialist Type: Contract Compensation: $70–$90/hour Location: Remote Role Responsibilities...SuggestedFull timeContract workSummer workWork at officeRemote workMercor
Toronto, ONmore than 2 months ago$55k - $77k per year
...help shape a safer, simpler digital future. As an Account Specialist, Growth, you’ll help very small business (VSB) customers and inbound... ...and adopt 1Password by connecting their needs to relevant solutions and providing guidance throughout the buying process • Partner...Full timeWork at officeLocal areaImmediate startRemote workWork from home3 days per week1password
Toronto, ON27 days ago- ...term vision. Job Overview 6 Month Contract The Growth Marketing Specialist (6 months) owns the performance of Mejuri's paid social channels... ...own, take initiative FIND A WAY |Seek simple, creative solutions, and act fast DRIVE RESULTS | Be clear on your goals...Long term contractFull timeContract workInternshipWork at officeRemote workWork from homeWorldwideShift work2 days per week3 days per week
Mejuri
Toronto, ON6 days ago - ...required. Scope of Position The Wealth Banker will drive the provision of... ...portfolio jointly with other specialists in Alterna i.e., Credit and/or SME... ...by retention statistics, new sales growth goals, referrals to wealth advisors and transfer of High Value accounts...Full timeImmediate start
Alterna Savings
Toronto, ONmore than 2 months ago $75k - $92k per year
...the world safer through intelligent, frictionless security solutions. We design and deliver advanced threat detection screening... ...environments. Xtract One is currently looking for a “B2B Growth Marketing Specialist” to join our team!, Location: Toronto, ON, Canada...Full timeInternshipXtract One
Toronto, ON26 days ago- ...candidates, and hiring workflows run smoothly. As a Customer Solution Specialist, you’ll be on the front lines of customer experience, helping... ...Work with the latest AI tooling, not yesterday’s stack. High-growth environment. Join at the inflection point of a fast-scaling,...Full timeFlexible hours
Ribbon Ai
Toronto, ONmore than 2 months ago - ...and decentralized decision-making. Job Summary The Client Solutions Team plays a crucial role in providing exceptional technical support... ...team lunches to celebrate wins and connect with colleagues. Growth & Learning: Continuous professional development with internal...Full timeWork at officeRemote workWork from homeTrial periodFlexible hours
Mortgage Automator
Toronto, ONa month ago $62.72k - $78.4k per year
...and we’re not afraid to shake things up! Our mission is to change how the world sells software by creating partnerships that unlock growth. We’re an ecosystem platform with the world’s largest B2B partnerships network, with over 500+ companies using PartnerStack to generate...Full timeWorldwideAppdirect
Toronto, ON28 days ago$90k - $110k per year
...Provincial level in Quebec. Role Purpose The Integration Specialist – Payment Solutions is a hybrid solution‑design, technical integration, and operational enablement role designed to support the growth and scalability of Moneycorp’s integrated payments offering in...Long term contractPermanent employmentFull timeContract workInternshipWork at officeLocal areaWork from homeWorldwideMonday to fridayMoneycorp
Toronto, ONmore than 2 months ago$51.9k - $64.88k per year
...branch, on the phone (Member-Connect) and via our Mobile mortgage specialists, Wealth Management advisors and Commercial and Business Banking Account Managers. Competitive rates. Personalized financial solutions, guidance, and service with the lowest possible fees for both...Full timeWork at officeDay shift$166.6k - $250k per year
...Opportunity: Meridian is on an ambitious growth journey, with Wealth Management as a critical strategic... ...for Wealth revenue growth, advisor productivity, and enterprise referral... ...partnerships Leverage AI and technology solutions to drive efficiencies and smarter ways...Full timeWork at officeRemote workShift workMeridian Credit Union
Toronto, ONmore than 2 months ago$80 - $160 per hour
...Benchmark , General Catalyst , Peter Thiel , Adam D'Angelo , Larry Summers , and Jack Dorsey . Position: Consultant / Advisor Type: Contract Compensation: $80–$160/hour Location: Remote Role Responsibilities Review and...Full timeContract workSummer workRemote workMercor
Toronto, ONa month ago$100k per year
...branch, on the phone (Member-Connect) and via our Mobile mortgage specialists, Wealth Management advisors and Commercial and Business Banking Account Managers. Competitive rates. Personalized financial solutions, guidance, and service with the lowest possible fees for both...Full timeWork at office- ...Benchmark , General Catalyst , Peter Thiel , Adam D'Angelo , Larry Summers , and Jack Dorsey . Position: Life & Annuity Specialist Type: Contract Compensation: $800/hour Location: Remote Commitment: 20–40+ hours/week Role...RemplacementFull timeContract workSummer workWork at officeImmediate startRemote work
Mercor
Toronto, ONa month ago $83k - $98k per year
...our story here: About Meridian As a Wealth Sales Coach: You are responsible for... ...consolidation opportunities and net new Member growth. In certain markets, when needed, the... ...adoption of CRM Dynamics 365 including answering advisor questions/concerns, along with the ability...Full timeWork at officeRemote workMeridian Credit Union
Toronto, ONmore than 2 months ago- ...intake workflows for insurance and wealth management firms. Industry... .... With rapid revenue growth and expanding enterprise demand... ...workflows. We’re hiring a Solutions Engineer to work closely with... ...Serve as a trusted technical advisor to prospects and customers...Long term contractFull timeWork at office
Feathery
Toronto, ONa month ago $70k - $80k per year
...managers ? We are looking for a Compliance Specialist to join our Private Capital Compliance... ...of the primary resources for the firm’s Wealth Advisors, Associates and Regulators. This is a... ...flexibility in where and how they work Your growth: we prioritize your development with...Full timeInternshipWork at officeRemote workFlexible hoursConnor, Clark
Toronto, ON1 day ago- ...WEALTH OPERATIONS MANAGER, Successful Investor Wealth Management Inc. We are an established wealth management firm with 20+ years’... ...We are transforming our business and experiencing significant growth, and as a result, we are currently hiring a new Wealth Operations...Full timeWork at officeRemote workFlexible hours1 day per week
The Successful Investor
Toronto, ONmore than 2 months ago $55k - $70k per year
...Description Aviso Wealth: At Aviso, we are dedicated to improving... ...for a Bilingual Estates Specialist to join our Operations team.... ...clients include our partners, advisors, and investors. We’re a... ...depend on Aviso for specific solutions that give them a competitive...Full timeInternshipImmediate startAviso Wealth
Toronto, ON17 days ago- ...customer-focused Bilingual Customer Service Advisor who is passionate about delivering... ...internal teams. Through proactive support, solution-oriented thinking, and a commitment to exceeding... ...leading education to deliver profitable growth. One of the key elements for our success,...Full timeWork at officeWork from homeWorldwide
Dermalogica
Toronto, ON2 days ago - ...deliver our services through intuitive SaaS solutions, powered by AI, to simplify the complex... .... In 2024, we achieved over 50% growth, both organically and through two strategic... ...institutions. You’ll act as a trusted advisor to prospective clients, helping bridge the...Full time
The Cube
Toronto, ONmore than 2 months ago - ...About the Role We are seeking a Solutions Director to act as a senior implementation... ...and delivery playbooks to support hyper-growth. # Leadership Development: Mentoring,... ...individual contributors into top-tier strategic advisors and future team managers. Executive...Full timeHome officeFlexible hours
Zip
Toronto, ONmore than 2 months ago $200k - $220k per year
...Overview Presales Solution Consultant - AI Growth and Adoption at IFS. As a key contributor within specific... ...sales pursuits, the AI Pre-Sales Specialist is the domain expert for the portfolio... ..., operating as both a trusted advisor and a technology ambassador. You are...Long term contractWorldwideFlexible hours$99.4k - $136k per year
...a connected suite of on and off-premise solutions. We empower both the food and retail industries... ...play a pivotal role in driving company growth by providing strategic guidance and... ...Management : Act as the primary technical advisor to both technical leads and C-suite executives...Long term contractFull timeManual laborWork at officeWorldwideRelocationShift workDeliverect
Toronto, ONmore than 2 months ago- ...MaintainX became part of Autodesk, joining Autodesk Operations Solutions , the organization unifying Autodesk's operations platform... ...Sales, Implementation and Product. You will be the integration specialist for operational technology (OT): the person who shows plant and...Full time
Maintainx
Toronto, ON14 days ago - ...is a leading Canadian financial institution seeking a senior AI Solution Architect to join its Solutions Architecture team. The organization... ...times per week. Benefits Compensation in USD. Career growth with international clients and dynamic projects. This is a...Long term contractFull timeFor contractorsInternshipWork at officeRemote work
Workana
Toronto, ON17 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Solutions & Advisor Growth Specialist. Be the first to apply!
Related searches
- financial planner bmo Toronto, ON
- financial advisor part time Toronto, ON
- financial planning consultant Toronto, ON
- associate financial representative Toronto, ON
- financial advisor assistant Toronto, ON
- financial planner work from home Toronto, ON
- conseiller financier - finances personnelles Toronto, ON
- financial advisor trainee Toronto, ON
- associate financial advisor Toronto, ON
- financial advisor - full time Toronto, ON