Client Relationship Manager

1 day ago


Regina, Saskatchewan, Canada Douglas Stroud, Sun Life Advisor Full time

About the Role:

We are seeking an experienced Associate Advisor to join our team at Douglas Stroud, Sun Life Advisor, in Regina.

The primary focus of this role will be to enhance client services and sales for new and existing investment and insurance clientele.

Main Accountabilities:

  • To analyze and develop portfolios and prepare reviews for investment clients
  • Service and sell life, critical illness, disability, and segregated funds
  • Ensure all Know Your Product (KYP) and Client Focus Reform (CFR) requirements are in place

Requirements:

  • MFDA's IFC (required) or the ability to obtain within the first 3 months
  • LLQP Life license (required) or the ability to obtain within the first 3 months
  • Documented prior successes with managing investment accounts (required) and selling life insurance (an asset)

Our Commitment:

We are committed to providing a supportive work environment that allows our employees to grow and develop in their careers. We offer continued training and development opportunities to become familiar with current systems, processes, and products being offered.



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