Financial Advisor

2 months ago

Montreal, Quebec, Canada Sun Life Financial Full time
{"title": "Financial Advisor - Digital Innovation", "description": "Unlock Your Potential as a Financial Advisor

At Sun Life Financial, we're seeking a talented Financial Advisor to join our dynamic team. As a key member of our organization, you'll have the opportunity to make a meaningful impact on the lives of individuals, families, and communities across Canada and worldwide.

As a Financial Advisor, you'll work closely with clients to understand their unique financial goals and develop personalized solutions to help them achieve financial security and live healthier lives. You'll leverage our cutting-edge digital tools and expertise to create engaging client interactions and drive business growth.

We're looking for a motivated and results-driven individual with a passion for helping others. If you're a team player who thrives in a fast-paced environment and is committed to continuous learning and professional development, we want to hear from you

Key Responsibilities:
  • Engage with individual insurance and investment clients over the phone and through digital tools
  • Help clients be 'retirement ready' through the use of planning tools
  • Conduct investment risk assessments and provide solutions aligned with their investment profile
  • Work closely with Branch Manager and support teams to stay current on product and regulatory updates
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
What We Offer:
  • Competitive base pay and incentive plans
  • Medical, dental, life, and disability insurance
  • Employee matched pension plan
  • Licensing fees covered

We're committed to creating a diverse and inclusive work environment where our employees can thrive. If you're passionate about helping others and want to make a difference in the lives of our clients, apply today

", "lang_code": "en"}

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