Sun Life Financial Planner
3 weeks ago
Job Overview: We are seeking a motivated and results-driven Financial Services Leader to join our team at Financière Sun Life.
About the Role:
As a Financial Services Leader, you will be responsible for building and maintaining strong relationships with clients, providing personalized financial planning and advice, and helping them achieve their long-term financial goals.
Key Responsibilities:
- Conduct meetings with clients to understand their financial needs and goals.
- Develop and implement personalized financial plans to help clients achieve their goals.
- Stay up-to-date on industry trends and developments to continually improve services and advice.
- Collaborate with internal teams to ensure seamless delivery of services.
- Meet or exceed sales targets and revenue goals.
Requirements:
- College/University degree and relevant professional experience.
- Strong communication and interpersonal skills.
- Ability to work in a fast-paced environment and meet deadlines.
- Results-driven and motivated with a strong work ethic.
- Continuous learner with a deep interest in helping others.
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