Consultant, Holistic & Wealth Marketing Strategy

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:

The Marketing Consultant will contribute to the management and execution of wealth and holistic marketing strategies. You will be responsible for the creation of marketing programs and solutions that support the advice channel to drive deeper holistic relationships and sales results.

This role will also contribute to ensure the marketing assets and content are designed to help advisors effectively position their services and distinct value propositions within their communities. All program assets and content are designed to meet the needs of advisors throughout their various business stages, with a specific focus on top advisors’ needs. The candidate is someone who thrives in an innovative environment, excels at building

relationships with business partners, colleagues, and advisors. The candidate is forward-thinking, research driven, resilient, has excellent communication and organizational skills.

The Marketing Consultant reports to the Manager, Holistic & Wealth Marketing Strategy, Advisor Sales & Marketing Support. The Advisor Sales & Marketing Support team delivers customized, bespoke marketinginitiatives at the regional, team and individual advisor levels. The team is accountable to define and deliver marketing programs that effectively position Sun Life advisors’ distinctive value propositions for target clients and drive leads, sales and Client engagement.

What you will do:

• Develop, plan, test and execute marketing plans and tactics while working well with internal & external teams and business partners.
• Maintain and continuously improve processes to ensure a consistent high quality of marketing deliverables, coordinating with internal service providers and external vendors, supporting projects as required.
• Measure effectiveness of marketing activities and adjust plans and tactics based upon collected metrics.
• Deliver advisor and field leader presentations to drive adoption of marketing campaigns.
• Champion innovation supporting the advisor experience, ensuring we are delivering enhanced value by anticipating and meeting their needs to support Clients.
• Accountable to adhere and control compliance regulations
• Manage budget and expenses specific to project plans

What you need to succeed:

• Post-secondary education in marketing, or related field or relevant work experience
• Minimum 3-5 years’ experience in marketing project management.
• Proven track record of success leading, influencing and implementing new programs and initiatives requiring knowledge and understanding of the financial services industry

Preferred skills

• Highly organized with project management skills
• Experience creating and executing marketing programs as part of collaborative team
• Excellent interpersonal skills: must be able to consult, influence and negotiate with people from diverse backgrounds and levels throughout the organization
• Embrace innovation and collaboration with an ability to identify opportunities to link projects, initiatives or opportunities together
• Skilled communicator with the ability to present with impact, facilitate, negotiate and influence advisors and field leaders, various internal stakeholders and Clients

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.
• We’re proud to be recognized as a company with a 2023 Most Trusted Executive team by Great Place to Work Canada.
• 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 .

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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