Financial Advisor

2 days 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 team, you'll work with clients to help them achieve their financial goals and live healthier lives.

As a Financial Advisor, you'll have the opportunity to work with a wide range of clients, from individuals to families and communities, to provide holistic Life, Health, and Wealth solutions. You'll be responsible for conducting investment risk assessments, providing solutions aligned with clients' investment profiles, and working closely with our Branch Manager and support teams to stay current on product and regulatory updates.

To succeed in this role, you'll need to have a strong understanding of financial products and services, as well as excellent communication and relationship-building skills. You'll also need to be able to work in a fast-paced environment and be comfortable with technology.

Key Responsibilities:
  • Conduct investment risk assessments and provide solutions aligned with clients' investment profiles
  • 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 help improve 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 the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide
Assets:
  • 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, incentives, and benefits. If you're a motivated and results-driven individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.

", "lang_code": "en"}

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