Financial Advisor

2 days 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 at Sun Life Financial. As a Financial Advisor, you will play a key role in helping our clients achieve their financial goals and secure their financial futures.

About the Role

This is a full-time position that requires a strong understanding of financial products and services, as well as excellent communication and interpersonal skills. You will work closely with our clients to understand their financial needs and provide personalized solutions to meet those needs.

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 the 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'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
  • Experience doing business over the phone
  • 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

As a Financial Advisor at Sun Life Financial, you will have the opportunity to work in a dynamic and supportive team environment, with access to a wide range of training and development opportunities. You will also have the chance to make a real difference in the lives of our clients and contribute to the success of our organization.

We offer a competitive compensation package, including a base salary, bonuses, and benefits. We also provide opportunities for career advancement and professional growth.

If you are a motivated and experienced Financial Advisor looking for a new challenge, we encourage you to apply for this exciting opportunity.

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