Financial Services Associate
2 weeks ago
**Company description**
As a Sun Life Financial team, we work with individuals, families and businesses to help achieve their financial goals. We spend the time to get to know our clients, and to understand their priorities and goals in life. We build personalized financial solutions which help clients to predict and optimize their path to achieve these goals. Our team provides an holistic approach so that a client only needs one point of contact for all of their financial needs, whether it is planning, investments, insurance or risk mitigation. We are looking for an Associate to join our team and help support our commitment to our existing and new clients.
**DESCRIPTION**
**Position Title**: Financial Services Associate
**Location**: Guelph Ontario
**Hours / Week**: Full time - 37.5 hours/week
As a Financial Services Associate, you will work closely with the Financial Advisor on the team to service and manage the business. You will engage with clients on a regular basis during planning and intake meetings, as well as for follow-up interactions. Additional responsibilities include:
- Preparing client files for meetings and following up with post meeting action items
- Using Salesforce CRM to maintain and manage client records
- Initiating and following up on business leads
- Measuring business KPI metrics
- Managing website and social media platforms
- Coordinating various business development and marketing initiatives
**QUALIFICATIONS**:
- Experience or education in a Business/Finance related field
- Client service experience
- Strong written and verbal communication skills
- Strong organizational skills and high attention to detail
- Proficiency with Microsoft Word, PowerPoint and Excel
- Experience with Salesforce or other CRM software
The following qualifications are considered an asset:
- Life insurance license (LLQP)
- Mutual fund license (IFIC)
- Extensive experience with Salesforce
- Marketing experience
- Office administration experience
**Salary**: $48,000.00-$55,000.00 per year
Schedule:
- Day shift
- Monday to Friday
Work Location: Hybrid remote in Guelph, ON
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