Financial Services Advisor

2 months ago

Montreal, Quebec, Canada Sun Life Financial Full time
{"title": "Financial Services Advisor", "content": "Unlock Your Potential as a Financial Services Advisor

At Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Services Advisor, you'll play a critical role in delivering holistic Life, Health, and Wealth solutions to new and existing clients.

As a member of our dynamic team, you'll work closely with colleagues and leaders to stay current on product and regulatory updates. You'll engage with individual insurance and investment clients over the phone and through digital tools, helping them be 'retirement ready' through the use of planning tools.

Key Responsibilities:

  • Conduct investment risk assessments and provide solutions aligned with clients' investment profiles
  • Work closely with the Branch Manager and support teams to stay current on product and regulatory updates
  • Maintain registration and licensing in good standing as an MFDA Dealing representative and Insurance Advisor across all provinces and territories in Canada
  • Contribute to the team's ongoing success by identifying continuous improvement opportunities to help improve the client experience and products and services offered

Requirements:

  • Bachelor's degree or 2+ years of relevant experience
  • Valid and active Mutual Fund license, sales and service experience
  • Valid and active Insurance license, sales and service experience
  • Experience doing business over the phone
  • Availability on a variable schedule Monday to Friday between 8 am to 8 pm
  • Strong relationship building skills
  • Bilingualism (French, English, both oral and written) is required for frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide

What We Offer:

  • Competitive base pay
  • Eligibility for various incentive plans
  • Medical, dental, life, and disability insurance
  • Employee matched pension plan
  • Licensing fees covered

Join us at Sun Life Financial and discover a career that's as unique as you are. We're committed to creating 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.

", "requirements": "Requirements

To succeed as a Financial Services Advisor, you'll need:

  • Bachelor's degree or 2+ years of relevant experience
  • Valid and active Mutual Fund license, sales and service experience
  • Valid and active Insurance license, sales and service experience
  • Experience doing business over the phone
  • Availability on a variable schedule Monday to Friday between 8 am to 8 pm
  • Strong relationship building skills
  • Bilingualism (French, English, both oral and written) is required for frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide
", "benefits": "What We Offer

As a Financial Services Advisor at Sun Life Financial, you'll enjoy:

  • Competitive base pay
  • Eligibility for various incentive plans
  • Medical, dental, life, and disability insurance
  • Employee matched pension plan
  • Licensing fees covered
", "culture": "Our Culture

At Sun Life Financial, we're committed to creating 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.

", "contact": "

Please note that we're an equal opportunities employer and welcome applications from diverse candidates. If you require accommodation during the application process or need job postings in an alternative format, please email us at .

", "language": "en-US"}

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