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Financial Services Consultant: Client Relationships

2 days ago


Montreal administrative region, Canada Sun Life Financial Full time

A leading financial services provider in Montreal seeks a Financial Services Consultant to support client wealth management needs. You will build relationships, conduct portfolio reviews, and assist in financial planning while working in a hybrid environment. Candidates with a valid Life Insurance License are preferred, and bilingualism in French and English is required. This role promises a competitive salary, a quarterly bonus, and various other benefits that focus on employee wellbeing.

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