Bilingual Financial Services Consultant- Wealth

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, our clients are at the centre of everything we do. As a licensed Financial Services Advisor
- **Wealth, **your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. As a member of our Client Services team, you will support Sun Life clients with their saving needs by speaking with clients over the phone / video and providing recommendations that meet their needs.

**What will you do**:

- Proactively call existing Sun Life Group Retirement Savings plan members who are leaving or have left their employer retirement / savings plan to discuss the benefits of keeping their assets with Sun Life.
- Provide consultation to clients by providing investment and protection guidance related to their financial needs, including savings, retirement income and insurance.
- Create a risk assessment profile for wealth clients to align their investments to their desired risk tolerance.
- Keep abreast of product changes, understand new products that that come to market, keep a pulse on industry changes and competitor products.
- Contribute to sales targets by meeting or exceeding objectives.

**What will you bring**:

- Minimum of 2 -3 years of related sales experience in the financial services industry is preferred.
- Minimum of 2-3 years of sales / service experience is required.
- 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.
- Completion or a college or university degree or equivalent related experience
- Strong interpersonal and communication skills (verbal and written)
- Ability to quickly build rapport and relationships with clients over the phone / video conferencing
- Strong listening skills and the ability to ask probing questions to understand needs
- Self motivated and have the ability to work independently

**Schedule**:
Our Client Service Centre takes calls from clients between the hours of 8 a.m. to 8 p.m.

Employees are scheduled for a consistent shift three out of four weeks

**Why 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.
- Possibility to work from home
- Competitive base salary with a quarterly bonus based on sales results.
- Rewards and Recognitions program which celebrates performance excellence
- Comprehensive flexible benefits program including:

- Medical, dental, life, critical illness and disability insurance
- Lumino Health Virtual Care
- Robust defined contribution pension plan
- Tuition assistance
- Licensing fees covered
- Career growth and professional development opportunities.
- Dynamic team environment and coaching from Managers

**Unique requirements**:

- Valid and active Life Insurance License (LLQP) or Insurance of person license in Quebec (1a)
- **Mandatory**

LI-Remote

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**:
51,700/51 700 - 83,800/83 800

**Job Category**:
Sales - SIP

**Posting End Date**:
21/05/2023

  • Financial Services Consultant- Wealth, Client Services Centre

    2 weeks ago

    Montréal, Canada Sun Life Full time

    Job Description : At Sun Life, our clients are at the centre of everything we do. As a licensed Financial Services Consultant- Wealth, your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. As a member of our Client Services team, you will support Sun Life clients with their...

  • Bilingual Wealth and Benefits Associate

    1 month 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...

  • Wealth Associate

    2 weeks ago

    Montréal, Canada Sun Life Full time

    Job Description : 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...

  • Telecommute Salesforce Consultant

    2 weeks ago

    Montréal, QC, 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. The Retirement Consultant team takes pride in...

  • Director, Wealth Strategies

    1 month ago

    Montréal, QC, Canada Canadian Imperial Bank of Commerce Full time

    Director, Wealth Strategies - Bilingual page is loaded Director, Wealth Strategies - Bilingual Apply locations Montréal, QC time type Full time posted on Posted 3 Days Ago job requisition id 2405932 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for...

  • As/400 Consultant

    4 days ago

    Montréal, Canada Atlantis IT group Full time

    **Job Title: AS/400 Consultant** **Location: Montreal, QC (Bilingual) - FRENCH** **Duration: long Term Contract** - Experience on AS400 programming - RPGLE, RPG, SQL, CL, CLLE - Understand of Batch processing - Exposer to Debug, ROBORT SCHEDULER - Free Format SQL programming - Good to have knowledge on Service now, Wealth Management Experience **Roles &...

  • Senior Analyst, Investment Management

    1 day ago

    Montréal, QC, Canada Altium Wealth Architecture Full time

    Altium Wealth Architecture is an independent firm that provides clients with wealth management, investment management and a proprietary operating platform. Altium is a multi-family office that serves high-net-worth clients across Quebec and Canada. Its clientele is made up of entrepreneurs, executives and members of their families. Altium's mission is to...

  • Senior Analyst, Investment Management

    2 days ago

    Montréal, QC, Canada Altium Wealth Architecture Full time

    Altium Wealth Architecture is an independent firm that provides clients with wealth management, investment management and a proprietary operating platform. Altium is a multi-family office that serves high-net-worth clients across Quebec and Canada. Its clientele is made up of entrepreneurs, executives and members of their families. Altium's mission is to...

  • Senior Analyst, Investment Management

    2 days ago

    montréal, Canada Altium Wealth Architecture Full time

    Altium Wealth Architecture is an independent firm that provides clients with wealth management, investment management and a proprietary operating platform. Altium is a multi-family office that serves high-net-worth clients across Quebec and Canada. Its clientele is made up of entrepreneurs, executives and members of their families. Altium's mission is to...

  • Senior Analyst, Investment Management

    2 days ago

    Montréal, Canada Altium Wealth Architecture Full time

    Altium Wealth Architecture is an independent firm that provides clients with wealth management, investment management and a proprietary operating platform. Altium is a multi-family office that serves high-net-worth clients across Quebec and Canada. Its clientele is made up of entrepreneurs, executives and members of their families. Altium's mission is to...

  • Bilingual Financial Service Consultant-insurance

    4 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...

  • Financial Service Representative

    1 month ago

    Montréal, Canada OTT Financial Group Full time

    OTT Financial Group is the parent organization of a group of financial services and investment companies. We leverage cutting-edge fintech innovations to bring excellent financial advice and best-in-class wealth management to our customers and business partners. Empowering 5,000+ merchants and hundreds of thousands of individual clients across Canada, we are...

  • Bilingual Wealth Management Advisor

    3 days ago

    Montréal, Canada Compunnel Inc. Full time

    We are hiring for our client, a leading Financial and Insurance service provider.Contract: 6 - 12 months contractLocation: Oakville ON / Montreal QCJob Type: Hybrid (3 days from office)Payrate: $32/hr. on T4Job Summary: The Bilingual Advisor Onboarding & Transition Specialist is a critical and multi-functional role within Advisory Services’ business...

  • Senior Analyst, Investment Management

    1 day ago

    Montréal, QC, Canada Altium Wealth Architecture Full time

    Altium Wealth Architecture is an independent firm that provides clients with wealth management, investment management and a proprietary operating platform. Altium is a multi-family office that serves high-net-worth clients across Quebec and Canada. Its clientele is made up of entrepreneurs, executives and members of their families. Altium's mission is to...

  • Bilingual Specialist, Business Banking Services

    1 month ago

    Montréal, Canada BMO Financial Group Full time

    VIRTUAL(R)61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Work schedule : must be available to work from Monday to Sunday from 8am to 8pm. **Why you’ll love growing your career here**: Join and engaged, collaborative team of knowledgeable Business Banking experts who play a key role in finding personalized solutions for new and existing clients to meet...

  • Actuarial Analyst

    1 month ago

    Montréal, Canada Mercer Full time

    **WHO WE ARE?** We’re Mercer - a global consulting leader in health, wealth and career. Mercer has more than 25,000 colleagues based in 43 countries. We help clients worldwide from small businesses to Fortune 1000 companies advance the health, wealth and performance of their most vital asset - their people. The Wealth Consulting Business brings together...

  • Bilingual Wealth Management Advisor

    1 day ago

    Montréal, QC, Canada Compunnel Inc. Full time

    We are hiring for our client, a leading Financial and Insurance service provider. Contract: 6 - 12 months contract Location: Oakville ON / Montreal QC Job Type: Hybrid (3 days from office) Payrate: $32/hr. on T4 Job Summary: The Bilingual Advisor Onboarding & Transition Specialist is a critical and multi-functional role within Advisory Services’...

  • Wealth Management Associate

    1 day ago

    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...

  • Wealth Management Associate

    3 days ago

    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...

  • Bilingual Regional Administrative Coordinator

    1 month ago

    Montréal, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...