Bilingual Associate

3 weeks ago

Toronto ON, Canada Sun Life Financial Full time

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. Discover how you can make a difference in the lives of individuals, families and communities around the world.
As a Wealth Associate , your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. In this role, you will play an integral role supporting group plan member’s with service needs as well as encouraging them to consult with a licensed consultant who can detail wealth and insurance solutions relevant to their personal situation.
You are able to demonstrate the flexibility to adapt within an ambiguous environment with shifting priorities. Proactively make calls to Group Retirement Services members and assist them with enrolment or questions related to the set up of their group savings & benefit plans. For members requiring financial advice you will help connect them with a licensed financial services consultant
You will engage and build relationships with clients by helping them understand their employer benefits pertaining to savings products, investments and insurance.
You will help with the administrative aspect of tracking sales and ensuring accurate attribution of sales is completed
Wealth Associates will also follow up with other financial institutions to help facilitate the successful consolidation of external assets being transferred to Sun Life
Contribute to the CSC's ongoing success by sharing feedback and providing insights that will help to improve our client experience 
Knowledge of wealth savings and retirement products
As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only to answer calls from English and French-speaking clients across Canada or worldwide
helping you to bring your best self to work
Medical, dental, life, critical illness and disability insurance
Licensing fees covered, for those eligible and interested in growing their career as a licensed Financial Services Consultant
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. 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. 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.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.
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. Discover how you can make a difference in the lives of individuals, families and communities around the world.
As a Wealth Associate , your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. In this role, you will play an integral role supporting group plan member’s with service needs as well as encouraging them to consult with a licensed consultant who can detail wealth and insurance solutions relevant to their personal situation.
You are able to demonstrate the flexibility to adapt within an ambiguous environment with shifting priorities. Proactively make calls to Group Retirement Services members and assist them with enrolment or questions related to the set up of their group savings & benefit plans. For members requiring financial advice you will help connect them with a licensed financial services consultant
You will engage and build relationships with clients by helping them understand their employer benefits pertaining to savings products, investments and insurance.
You will help with the administrative aspect of tracking sales and ensuring accurate attribution of sales is completed
Wealth Associates will also follow up with other financial institutions to help facilitate the successful consolidation of external assets being transferred to Sun Life
Contribute to the CSC's ongoing success by sharing feedback and providing insights that will help to improve our client experience 
Knowledge of wealth savings and retirement products
As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only to answer calls from English and French-speaking clients across Canada or worldwide
helping you to bring your best self to work

~ Comprehensive flexible benefits program including:
Medical, dental, life, critical illness and disability insurance
Lumino Health Virtual Care
Robust defined contribution pension plan
Licensing fees covered, for those eligible and interested in growing their career as a licensed Financial Services Consultant

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. 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. 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.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.
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.
Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As part of Sun Life’s growing team, you have an impact on people in your community and around the world.
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.

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