Financial Consultant

7 days ago


Montreal, Quebec, Canada Sun Life Financial Full time
Job Summary

Sun Life Financial is seeking a highly motivated Financial Consultant to join their Client Relationship Team. As a key member of the team, you will be responsible for building strong relationships with clients and providing comprehensive portfolio reviews to help them achieve their financial goals.

About the Role

This is a full-time opportunity that requires a minimum of 2-3 years of related sales experience in the financial services industry. You will work closely with clients to understand their financial needs and provide personalized investment advice to help them achieve their goals.

Key Responsibilities
  • Connect with clients by phone and educate them on the benefits of their Group Choices plan while encouraging them to save with Sun Life.
  • Partner with clients to be 'retirement ready' through the use of planning tools.
  • Provide investment advice to clients related to their financial needs, including savings and retirement income.
  • Review portfolio investments, product options, savings goals, and assist with asset consolidation.
  • Create an investment risk assessment profile for clients to align their investments with their desired risk tolerance.
Benefits

Sun Life Financial offers a comprehensive flexible benefits program, including:

  • Medical, dental, life, critical illness, and disability insurance.
  • Lumino Health Virtual Care.
  • Robust defined contribution pension plan.
  • Licensing fees covered.
About Sun Life Financial

Sun Life Financial is one of the largest employers and group pension and benefit providers in Canada. We are committed to helping our employees achieve their career goals and offer a range of opportunities for growth and development.



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