Financial Advisor

3 weeks ago

Montreal, Quebec, Canada Sun Life Financial Full time
Join Our Team as a Financial Advisor

We are seeking a highly motivated and experienced Financial Advisor to join our team in Montreal. As a Financial Advisor, you will be responsible for providing holistic Life, Health, and Wealth solutions to new and existing clients.

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
  • 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
What We Offer:
  • Medical, dental, life, and disability insurance
  • Employee matched pension plan
  • Licensing fees covered

We are committed to creating a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

At Sun Life, we strive to create a supportive, flexible, and inclusive work environment where you can thrive. Our purpose is to help Clients achieve lifetime financial security and live healthier lives.

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