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Financial Advisor and Planner

2 months ago

Sherbrooke, Quebec, Canada Financière Sun Life Full time
About the Role

We are seeking a highly skilled and experienced Financial Advisor and Planner to join our team at Financière Sun Life. As a key member of our collaborative and empathetic team, you will play a vital role in providing exceptional client service and financial guidance to our clients.

Key Responsibilities
  • Collect and analyze financial data to identify areas for improvement and provide personalized recommendations to clients.
  • Develop and implement comprehensive financial plans to help clients achieve their goals and mitigate risks.
  • Collaborate with clients to understand their financial objectives and provide tailored solutions to meet their needs.
  • Stay up-to-date with industry trends and regulatory changes to ensure compliance and provide expert advice to clients.
  • Work closely with our team to develop and implement strategic financial plans that drive business growth and success.
What We Offer
  • A dynamic and supportive work environment with opportunities for professional growth and development.
  • A comprehensive benefits package, including health and dental insurance, retirement savings plan, and paid time off.
  • A competitive salary and bonus structure, with opportunities for advancement based on performance.
  • A flexible work arrangement, with the option to work from home or in our office, depending on your needs and preferences.
Requirements
  • 5+ years of experience in financial planning and analysis, with a strong background in risk management and financial optimization.
  • Proven track record of providing exceptional client service and achieving business results.
  • Strong analytical and problem-solving skills, with the ability to collect and analyze complex financial data.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
  • Proficiency in Microsoft Office, including Excel, Outlook, and other financial software.