Sun Life Financial Planner

3 weeks ago


Sudbury, Ontario, Canada Financière Sun Life Full time

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:

  1. Conduct meetings with clients to understand their financial needs and goals.
  2. Develop and implement personalized financial plans to help clients achieve their goals.
  3. Stay up-to-date on industry trends and developments to continually improve services and advice.
  4. Collaborate with internal teams to ensure seamless delivery of services.
  5. Meet or exceed sales targets and revenue goals.

Requirements:

  1. College/University degree and relevant professional experience.
  2. Strong communication and interpersonal skills.
  3. Ability to work in a fast-paced environment and meet deadlines.
  4. Results-driven and motivated with a strong work ethic.
  5. Continuous learner with a deep interest in helping others.


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