Financial Advisor
1 month ago
Unlock Your Potential as a Financial Advisor
About the Role:
As a Financial Advisor with Prospr by Sun Life, you will play a pivotal role in helping clients achieve their long-term financial goals and live healthier, more secure lives. You will collaborate with a dynamic team to provide holistic Life, Health, and Wealth solutions to new and existing clients, leveraging your expertise to identify their needs and recommend tailored advice and solutions.
Key Responsibilities:
- Proactively engage with clients to understand their financial objectives and provide personalized advice and solutions.
- Assess clients' financial situations and recommend suitable investment and/or insurance solutions to meet their needs.
- Help clients develop a comprehensive financial plan, utilizing planning tools to ensure they are 'retirement ready.'
- Conduct thorough investment risk assessments and provide solutions aligned with their investment profile.
- Stay up-to-date on product and regulatory updates, working closely with the Branch Manager and support teams to ensure seamless delivery of services.
- 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 opportunities for continuous improvement and enhancing the client experience.
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.
- Strong knowledge and passion for retail insurance and investment products.
- Experience in phone-based sales and service.
- Strong understanding of Mutual Fund Industry, Compliance, and Dealer Operations practices.
- Availability on a variable schedule, Monday to Friday, between 8am and 8pm.
- Excellent communication skills, both written and verbal.
- Strong relationship-building skills.
- Strong problem-solving skills.
- Adaptable and resourceful.
- 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.
Assets:
- CFP/Fin. Pl. designation.
- Experience in blended or outbound Call Centre or telephone servicing.
- Sun Life Individual Insurance and Investment product knowledge.
- Experience using CRM for client relationship management.
- Ability to leverage digital tools to create engaging client interactions.
What We Offer:
- Competitive Salary and annual incentive plan.
- A Comprehensive benefits package including:
- Medical, dental, life, and disability insurance
- Employee-matched pension plan
- Stock purchase plan
- 3 weeks paid vacation
- Licensing fees covered.
- The opportunity to work in an environment committed to continuous improvement and personal growth and career development.
- The ability to be part of a new and evolving Prospr Team – contributing to shaping the future of the business.
- The chance to work in a positive, dynamic, and collaborative work environment where ideas are encouraged and valued.
About Sun Life:
Sun Life is a leading international financial services organization providing a range of protection and wealth products to individuals and groups. We are dedicated to helping our clients achieve lifetime financial security and live healthier lives.
Why Choose Us:
At Sun Life, we value diversity and inclusion, creating a work environment where our employees feel empowered to excel. We offer flexible work options and are proud to be an equal opportunities employer.
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