Financial Advisor

2 months ago

Montreal, Quebec, Canada Sun Life Financial Full time
Unlock Your Potential as a Financial Advisor

Join Sun Life Financial as a Financial Advisor - Digital Innovation and embark on a rewarding career that combines your passion for helping others with your expertise in financial services. As a key member of our team, you will play a vital role in providing holistic Life, Health, and Wealth solutions to our clients, empowering them to achieve their financial goals and live healthier lives.

About the Role

This is an exciting opportunity to work in a dynamic environment where you will engage with individual insurance and investment clients over the phone and through digital tools. You will help clients be 'retirement ready' through the use of planning tools, conduct investment risk assessments, and provide solutions aligned with their investment profile. Your strong relationship-building skills and ability to leverage digital tools will enable you to create engaging client interactions.

Key Responsibilities
  • Provide holistic Life, Health, and Wealth solutions to new and existing clients
  • Engage with 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 client investment profiles
  • 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
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
  • Availability on a variable schedule Monday to Friday between 8 am to 8 pm
  • Strong relationship-building skills
  • 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
What We Offer
  • Competitive base pay and incentive plans
  • Medical, dental, life, and disability insurance
  • Employee matched pension plan
  • Licensing fees covered
  • Opportunities for professional development and growth

At Sun Life, we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

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