Full Time Financial Advisors

2 months ago

Montreal, Quebec, Canada Sun Life Financial Full time
About the Role

We are seeking a highly motivated and experienced Full Time Advisors to join our team at Sun Life Financial. As a Full Time Advisors, you will be responsible for providing holistic Life, Health and Wealth solutions for new and existing clients.

Key Responsibilities
  • Engage with individual insurance and investment clients to provide personalized solutions aligned with their needs.
  • Conduct investment risk assessments and provide recommendations to clients.
  • Work closely with 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 enhance the client experience and products and services offered.
Requirements
  • Bachelor 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 8am to 8pm.
  • 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.
Preferred Qualifications
  • PL designation.
  • Experience in blended or outbound Call Centre or telephone servicing.
  • Experience using Salesforce.
  • Ability to leverage digital tools to create engaging client interactions.

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