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Financial Advisor

2 months ago

Montreal, Quebec, Canada Sun Life Financial Full time
Unlock Your Potential as a Financial Advisor

At 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 understand their financial needs and provide tailored recommendations.
  • Assess clients' financial situations and recommend suitable investment and/or insurance solutions.
  • Work closely with the Branch Manager and support teams to stay up-to-date 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 success by identifying opportunities for continuous improvement and enhancing the client experience.
Requirements:
  • 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.
  • Strong knowledge and passion for retail insurance and investment products.
  • Experience doing business over the phone.
  • Strong knowledge and understanding of Mutual Fund Industry, Compliance, and Dealer Operations practices.
  • Availability on a variable schedule Monday to Friday between 8 am to 8 pm.
  • Excellent communication skills, both written and verbal.
  • Strong relationship building skills.
  • Strong problem-solving skills.
  • Adaptable and resourceful.
  • 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.
What We Offer:
  • Competitive salary and annual incentive plan.
  • A comprehensive benefits package, including medical, dental, life, and disability insurance.
  • Employee matched pension plan.
  • Stock purchase plan.
  • 3 weeks paid vacation.
  • Licensing fees covered.
  • The opportunity to work in an environment committed to continuous improvement and personal growth and career development.
  • The ability to be part of a new and evolving Prospr Team – you will be contributing to shaping the future of the business.
  • The chance to work in a positive, dynamic, and collaborative work environment where you are encouraged to share your ideas and be heard.

Base compensation for this role typically ranges between $60,000 and $62,000 annually.

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales-focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate, and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

At Sun Life, we strive to create 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.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.