Financial Advisor
2 months ago
At Sun Life Financial, we're seeking a highly skilled and motivated Advisor, Digital Innovation to join our team. As a key member of our organization, you will play a vital role in helping our clients achieve their financial goals and live healthier lives.
About the Role:This is a dynamic and challenging opportunity for a results-driven professional to provide holistic Life, Health, and Wealth solutions to new and existing clients. You will work closely with our team to identify and capitalize on business opportunities, build strong relationships with clients, and contribute to the growth and success of our organization.
Key Responsibilities:- Engage with individual insurance and investment clients over the phone and through digital tools to provide personalized solutions and advice.
- 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 enhance the client experience and products and services offered.
- 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.
- 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.
We offer a competitive compensation package, including base pay, incentive plans, and benefits. As a Sun Life Financial employee, you will have access to ongoing training and development opportunities to enhance your skills and advance your career. If you are a motivated and results-driven professional who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.
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Financial Advisor
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Montreal, Quebec, Canada Sun Life Financial Full timeUnlock Your Potential as a Prospr AdvisorAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Prospr Advisor, you'll play a vital role in delivering holistic Life, Health, and Wealth solutions to new and existing clients.Key Responsibilities:Proactively engage with clients to...
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Financial Services Advisor
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Montreal, Quebec, Canada Sun Life Financial Full time{"title": "Financial Services Advisor", "content": "Unlock Your Potential as a Financial Services AdvisorAt 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...
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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 AdvisorAt 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...
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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 AdvisorAt 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...
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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 AdvisorAt 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...
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Financial Advisor
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Montreal, Quebec, Canada Sun Life Financial Full timeUnlock Your Potential as a Financial AdvisorAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Advisor, you'll play a vital role in providing holistic Life, Health, and Wealth solutions for new and existing clients.Key Responsibilities:Proactively engage with clients to...
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Financial Advisor
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Montreal, Quebec, Canada Sun Life Financial Full timeUnlock Your Potential as a Financial AdvisorAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Advisor, you'll play a vital role in providing holistic Life, Health, and Wealth solutions for new and existing clients.Key Responsibilities:Proactively engage with clients to...
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Montreal, Quebec, Canada Sun Life Financial Full timeUnlock Your Potential as a Prospr Advisor at Sun Life FinancialAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Prospr Advisor, you'll play a vital role in delivering holistic Life, Health, and Wealth solutions to new and existing clients.As a member of our dynamic team, you'll...
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Montreal, Quebec, Canada Sun Life Financial Full timeJoin Our Team as a Financial AdvisorWe are seeking a highly motivated and experienced Financial Advisor to join our team at Sun Life Financial. As a Financial Advisor, you will play a key role in helping our clients achieve their financial goals and secure their financial futures.About the RoleThis is a full-time position that requires a strong understanding...
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Financial Advisor
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Montreal, Quebec, Canada Sun Life Financial Full timeJoin Our Team as a Financial AdvisorWe are seeking a highly motivated and experienced Financial Advisor to join our team at Sun Life Financial. As a Financial Advisor, you will play a key role in helping our clients achieve their financial goals and secure their financial futures.About the RoleThis is a full-time position that requires a strong understanding...
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Financial Advisor
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Montreal, Quebec, Canada Sun Life Financial Full timeJoin Our Team as a Financial AdvisorWe are seeking a highly motivated and experienced Financial Advisor to join our team at Sun Life Financial. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and secure their financial futures.About the RoleThis is a full-time position that requires a strong...
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Financial Advisor
1 month ago
Montreal, Quebec, Canada Sun Life Financial Full timeJoin Our Team as a Financial AdvisorWe are seeking a highly motivated and experienced Financial Advisor to join our team at Sun Life Financial. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and secure their financial futures.About the RoleThis is a full-time position that requires a strong...
