Wealth Associate

3 weeks ago


Montréal, Canada Sun Life Full time

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.

At Sun Life, the client is at the centre of everything we do. 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 a strong communicator, who posses superior customer service skills and consistently demonstrates professionalism. You are able to demonstrate the flexibility to adapt within an ambiguous environment with shifting priorities. A Wealth Associate uses active listening to understand our client’s unique situations and highlight the importance of receiving professional advice. As a member of the Client Solutions Centre (CSC) you will benefit from our culture of coaching and support in order to empower you to make a difference in our clients’ lives.

**What will you do**:

- 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
- Foster and participate in a work environment that values people, invites creativity, and celebrates learning
- Contribute to the CSC's ongoing success by sharing feedback and providing insights that will help to improve our client experience

**What do you need to succeed**:

- Excellent verbal and written communication skills with the ability to build credibility and rapport
- Preferred experience within an outbound or blended call centre
- Knowledge / experience within the financial services industry
- 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

**Why join Sun Life**:

- A focus on the mental, physical, and financial health and wellbeing of our Employees; helping you to bring your best self to work
- Competitive salary with annual bonus

Comprehensive flexible benefits program including:

- Medical, dental, life, critical illness and disability insurance
- Lumino Health Virtual Care
- Robust defined contribution pension plan
- Stock Ownership and Savings Programs
- Tuition assistance
- Licensing fees covered, for those eligible and interested in growing their career as a licensed Financial Services Consultant

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.

**Salary Range**:
44,700/44 700 - 73,200/73 200

**Job Category**:
Customer Service / Operations

**Posting End Date**:
24/05/2024


  • Wealth Associate

    2 weeks ago


    Montréal, Canada Echelon Wealth Partners Full time

    **About Us**: Highgate Group is an investment dealer offering independent and integrated client advisory services to wealthy individuals and their families. With a commitment to excellence and personalized service, we provide comprehensive wealth management solutions tailored to meet the unique needs and goals of each client. Our team of experienced...

  • Wealth Associate

    1 month ago


    montréal, Canada National Bank Full time

    A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our client


  • Montréal, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: - Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as important as what we do Private Wealth Associate, Bilingual Location: Montreal,...


  • Montréal, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the team’s wealth management strategy for clients is the...

  • Wealth Associate

    2 weeks ago


    Montréal, Canada National Bank of Canada Full time

    A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Ensure...


  • Montréal, Canada Sun Life Full time

    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...


  • Montréal, Canada Scotiabank Full time

    Requisition ID: 186580 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Wealth Management Associate Program (Quebec Region)**: **June 2024**: Scotiabank is among the largest banks in the world and is Canada’s most international bank. We are powered by high-performing (and awesome) teammates who make...


  • Montréal, Canada Scotiabank Full time

    Requisition ID: 186580 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Wealth Management Associate Program**: **June 2024**: Scotiabank is among the largest banks in the world and is Canada’s most international bank. We are powered by high-performing (and awesome) teammates who make a real...


  • Montréal, Canada National Bank of Canada Full time

    A career as a Wealth Associate at National Bank Private Banking 1859 is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help Private Wealth Advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: - Support the...


  • Montréal, Canada Scotiabank Full time

    Requisition ID: 180902 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Wealth Management Associate Program** **June 2024** Scotiabank is among the largest banks in the world and is Canada’s most international bank. We are powered by high-performing (and awesome) teammates who make a real...

  • Wealth Associate

    7 days ago


    Montréal, Canada Canaccord Genuity Corp. Full time

    Who we are: Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by generating value for our individual, institutional,...


  • Montréal, Canada Canada Life Assurance Company Full time

    **Job Description**: We are looking for a **Bilingual **Regional Sales** Associate.** Our organization is strong, and we’re getting stronger. Our Inside Sales team supports our industry leading Wealth businesses. On this team you will connect with some of the most entrepreneurial, spirited, energetic people who will help you become an expert in your...


  • Montréal, Canada National Bank of Canada Full time

    **Primary Locations**:Montreal, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Are you interested in a career in investments at National Bank Financial? If you’re an entrepreneur at heart, this job is for you. Do you take good care of your clients? Are you are interested in developing long-term relationships...


  • Montréal, Canada National Bank Full time

    A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Support investment advisors in providing...


  • Montréal, Canada National Bank of Canada Full time

    **Primary Locations**:Montreal, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Assistant to help us improve customer...


  • Montréal, Canada National Bank of Canada Full time

    **Primary Locations**:Trois-Rivières, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Assistant to help us improve...


  • Montréal, Canada National Bank of Canada Full time

    **Attendance** Hybrid **Job Number** 15965 **Category** Support **Status**: Permanent**Schedule**: Full-Time**Posting date** 14-Jul-2023 **Location**: Montreal, Quebec**Area of Interest**: Wealth managementA career as a Wealth Management Assistant at National Bank, your ability to work in synergy with clients and colleagues will be showcased. In this...


  • Montréal, Canada National Bank of Canada Full time

    **Primary Locations**:Montreal, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Partner to help us improve customer...


  • Montréal, Canada TD Bank Full time

    408134BR Wealth Management Montreal, QC May 3, 2023 Company Overview Department Overview TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. **TD Private Investment Advice** offers clients the chance to create...


  • Montréal, Canada TD Bank Full time

    411006BR Wealth Management Montreal, QC June 2, 2023 Company Overview Department Overview TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. **TD Private Investment Advice** offers clients the chance to...