Financial Advisor

5 hours ago

Montreal, Quebec, Canada Sun Life Financial Full time

Unlock Your Potential as a Financial Advisor

About the Role:

As a Financial Advisor with Prospr by Sun Life, you will play a pivotal role in helping clients achieve their long-term financial goals and live healthier, more secure lives. You will collaborate with a dynamic team to provide holistic Life, Health, and Wealth solutions to new and existing clients, leveraging your expertise to identify their needs and recommend tailored advice and solutions.

Key Responsibilities:

  • Proactively engage with clients to understand their financial objectives and provide personalized advice and solutions.
  • Assess clients' financial situations and recommend suitable investment and/or insurance solutions to meet their needs.
  • Help clients develop a comprehensive financial plan, utilizing planning tools to ensure they are 'retirement ready.'
  • Conduct thorough investment risk assessments and provide solutions aligned with their investment profile.
  • Stay up-to-date on product and regulatory updates, working closely with the Branch Manager and support teams to ensure seamless delivery of services.
  • 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 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 in phone-based sales and service.
  • Strong understanding of Mutual Fund Industry, Compliance, and Dealer Operations practices.
  • Availability on a variable schedule, Monday to Friday, between 8am and 8pm.
  • 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.

Assets:

  • CFP/Fin. Pl. designation.
  • Experience in blended or outbound Call Centre or telephone servicing.
  • Sun Life Individual Insurance and Investment product knowledge.
  • Experience using CRM for client relationship management.
  • Ability to leverage digital tools to create engaging client interactions.

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 – contributing to shaping the future of the business.
  • The chance to work in a positive, dynamic, and collaborative work environment where ideas are encouraged and valued.

About Sun Life:

Sun Life is a leading international financial services organization providing a range of protection and wealth products to individuals and groups. We are dedicated to helping our clients achieve lifetime financial security and live healthier lives.

Why Choose Us:

At Sun Life, we value diversity and inclusion, creating a work environment where our employees feel empowered to excel. We offer flexible work options and are proud to be an equal opportunities employer.

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