Financial Services Consultant- Wealth

4 days ago

Old Toronto, Ontario, Canada Sun Life Financial Full time

Job Title: Financial Services Consultant- Wealth

About the Role:

We are seeking a highly motivated and experienced Financial Services Consultant- Wealth to join our team at Sun Life Financial. As a Financial Services Consultant- Wealth, you will play a critical role in helping our clients achieve their financial goals and secure their financial future.

Key Responsibilities:

  • Provide expert financial advice and guidance to clients on wealth management strategies and investment products.
  • Conduct thorough financial needs assessments to understand clients' goals, risk tolerance, and financial situation.
  • Develop and implement personalized financial plans to help clients achieve their financial objectives.
  • Build and maintain strong relationships with clients through regular communication and follow-up.
  • Stay up-to-date with industry trends, market conditions, and product offerings to provide clients with the best possible advice.

Requirements:

  • Minimum of 2-3 years of experience in the financial services industry, preferably in wealth management or investment sales.
  • Strong knowledge of financial products, including investments, insurance, and retirement planning.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
  • Ability to work independently and as part of a team, with a strong focus on customer service.
  • Valid and active Life Insurance License (LLQP) or Insurance of person license in Quebec (1a).

What We Offer:

  • Competitive base salary with a quarterly bonus based on sales results.
  • Rewards and Recognitions program which celebrates performance excellence.
  • Comprehensive flexible benefits program, including medical, dental, life, critical illness, and disability insurance.
  • Robust defined contribution pension plan.
  • Stock Ownership and Savings Programs.
  • Tuition assistance.
  • Licensing fees covered.
  • Career growth and professional development opportunities.
  • Dynamic team environment and coaching from Managers.
  • Hybrid work environment.

Why Join Us:

  • A focus on the mental, physical, and financial health and wellbeing of our Employees; helping you to bring your best self to work.
  • A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues.

  • Financial Services Consultant

    4 days ago

    Old Toronto, Ontario, Canada Sun Life Financial Full time

    About the Role:We are seeking a highly motivated and experienced Financial Services Consultant - Wealth to join our team at Sun Life Financial. As a key member of our Client Services team, you will play a critical role in supporting our clients with their saving needs by providing expert advice and guidance on investment and protection strategies.Key...

  • Financial Services Consultant

    4 days ago

    Old Toronto, Ontario, Canada Sun Life Financial Full time

    About the Role:We are seeking a highly motivated and experienced Financial Services Consultant - Wealth to join our team at Sun Life Financial. As a key member of our Client Services team, you will play a critical role in supporting our clients with their saving needs by providing expert advice and guidance on investment and protection strategies.Key...

  • Financial Wealth Consultant

    4 weeks ago

    Old Toronto, Ontario, Canada Manulife Insurance Malaysia Full time

    Job OverviewManulife Insurance Malaysia offers comprehensive financial and investment strategies, including wealth management and insurance solutions, tailored to clients at various stages of their financial journey.The Financial Wealth Consultant is a pivotal member of our advisory team, providing expert wealth management and retirement planning services to...

  • Senior Wealth Planning Consultant

    4 weeks ago

    Old Toronto, Ontario, Canada Wellington-Altus Private Wealth Inc. Full time

    Senior Wealth Planning ConsultantJob Category: Advanced Wealth ManagementFull-TimeAbout Our OrganizationWellington-Altus Financial Inc. is a leading investment dealer in Canada, recognized for its exceptional service and commitment to high-net-worth clients. Our organization encompasses several subsidiaries, each dedicated to providing tailored financial...

  • Financial Services Consultant

    4 weeks ago

    Old Toronto, Ontario, Canada Aviso Wealth Full time

    Notice:At Aviso Wealth, we are focused on enhancing the financial health of Canadians. As a premier wealth management firm, we emphasize leadership, innovation, collaboration, accountability, and community engagement. You will quickly discover that our talented and dynamic team, embodying our 'oneaviso' culture, distinguishes us in the industry. If you seek...

  • Financial Services Consultant

    4 weeks ago

    Toronto, Ontario, Canada Aviso Wealth Full time $64,000 - $79,000

    Company Overview: At Aviso Wealth, we are committed to enhancing the financial health of Canadians. As a premier wealth management firm, we prioritize leadership, innovation, collaboration, accountability, and community engagement. You will quickly recognize that our talented and energetic professionals embody our values, and our vibrant 'oneaviso' culture...

  • Bilingual Wealth Management Consultant

    4 weeks ago

    Old Toronto, Ontario, Canada Aviso Wealth Full time

    Job Overview:Bilingual Investment Representative at Aviso Wealth. This role is ideal for candidates holding a Bachelor's Degree.Position Responsibilities:Aviso Wealth: We are committed to enhancing the financial health of Canadians. As a premier wealth management firm, we prioritize leadership, innovation, collaboration, accountability, and community...

  • Wealth Strategy Senior Financial Consultant

    4 weeks ago

    Old Toronto, Ontario, Canada Wellington-Altus Private Wealth Inc. Full time

    Senior Financial Analyst, Wealth StrategyLocation: This role is based in our Toronto office.About Us: Established in 2017, Wellington-Altus Financial Inc. serves as the parent company to various subsidiaries, including Wellington-Altus Private Counsel Inc. and Wellington-Altus Private Wealth Inc. We are recognized as a leading investment dealer in Canada and...

  • Junior Wealth Management Consultant

    4 weeks ago

    Toronto, Ontario, Canada iA Private Wealth Inc. Full time

    Overview Position Summary: Reporting to the Director of the iA Wealth Advice Centre, the Junior Wealth Management Consultant will assist both Administrative Support Staff and Wealth Management Advisors within the team. This role offers a unique opportunity to expand knowledge in the financial services sector by collaborating with advisors and...

  • Lead Wealth Strategy Consultant

    4 weeks ago

    Toronto, Ontario, Canada Wellington-Altus Private Wealth Inc. Full time

    Position Overview: This role is integral to our team at Wellington-Altus Private Wealth Inc., a leading investment dealer in Canada. As a Lead Wealth Strategy Consultant, you will report directly to the Vice-President of Advanced Wealth Planning Strategy & Services. Your primary responsibility will be to design, implement, and oversee comprehensive wealth...

  • Financial Services Representative

    4 weeks ago

    Old Toronto, Ontario, Canada Aviso Wealth Full time

    About Aviso Wealth:Aviso Wealth is committed to enhancing the financial well-being of Canadians. As a premier wealth management firm, we prioritize leadership, innovation, collaboration, accountability, and community engagement. Our dynamic culture, characterized by talented and enthusiastic professionals, distinguishes us in the industry. If you seek a...

  • Financial Services Representative

    4 weeks ago

    Old Toronto, Ontario, Canada Aviso Wealth Full time

    About Aviso Wealth:Aviso Wealth is committed to enhancing the financial health of Canadians. As a prominent player in the wealth management sector, we prioritize leadership, innovation, collaboration, accountability, and community engagement. Our vibrant culture, characterized by talented and enthusiastic professionals, distinguishes us in the industry. If...

  • Bilingual Financial Services Representative

    4 weeks ago

    Old Toronto, Ontario, Canada Aviso Wealth Full time

    Job Overview:Bilingual Investment Representative at Aviso Wealth. This role is suitable for candidates holding a Bachelor's Degree.Role Responsibilities:Aviso Wealth: We are committed to enhancing the financial health of Canadians. As a prominent player in wealth management, we prioritize leadership, innovation, collaboration, accountability, and community...

  • Lead Financial Analyst, Wealth Management

    4 weeks ago

    Old Toronto, Ontario, Canada Wellington-Altus Private Wealth Inc. Full time

    Senior Financial Analyst, Wealth StrategyLocation: This role is based in our Toronto office.About Us: Established in 2017, Wellington-Altus Financial Inc. serves as the parent organization for several entities, including Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc.,...

  • Wealth Management Specialist

    3 weeks ago

    Toronto, Ontario, Canada Aviso Wealth Full time

    About Aviso Wealth Aviso Wealth is a leading provider of wealth management and investment services for the Canadian financial industry. With over $130 billion in assets under administration and management, we empower our partners, advisors, and investors through a comprehensive, technology-enabled ecosystem. We're proud to support nearly all credit unions...

  • Financial Services Professional

    6 days ago

    Toronto, Ontario, Canada Aviso Wealth Full time

    About the RoleWe are seeking a highly skilled and motivated Bilingual Investment Representative to join our team at Aviso Wealth. As a key member of our Contact Centre team, you will be responsible for providing exceptional service to our clients, ensuring their financial needs are met, and exceeding their expectations.Key ResponsibilitiesRespond to client...

  • Financial Services Professional

    7 days ago

    Toronto, Ontario, Canada Aviso Wealth Full time

    About the RoleWe are seeking a highly skilled and motivated Bilingual Investment Representative to join our team at Aviso Wealth. As a key member of our Contact Centre team, you will be responsible for providing exceptional service to our clients, ensuring their financial needs are met, and exceeding their expectations.Key ResponsibilitiesRespond to client...

  • Wealth Management Specialist

    6 days ago

    Toronto, Ontario, Canada Aviso Wealth Full time

    About the RoleWe are seeking a highly skilled and motivated Bilingual Investment Representative to join our team at Aviso Wealth. As a key member of our Contact Centre team, you will be responsible for providing exceptional service to our clients, ensuring their financial needs are met, and exceeding their expectations.Key ResponsibilitiesRespond to client...

  • Wealth Management Specialist

    7 days ago

    Toronto, Ontario, Canada Aviso Wealth Full time

    About the RoleWe are seeking a highly skilled and motivated Bilingual Investment Representative to join our team at Aviso Wealth. As a key member of our Contact Centre team, you will be responsible for providing exceptional service to our clients, ensuring their financial needs are met, and exceeding their expectations.Key ResponsibilitiesRespond to client...

  • Bilingual Financial Services Representative

    4 weeks ago

    Old Toronto, Ontario, Canada Aviso Wealth Inc Full time

    About Aviso Wealth:Aviso Wealth is dedicated to enhancing the financial well-being of Canadians. As a prominent player in the wealth management sector, we prioritize leadership, innovation, collaboration, accountability, and community engagement. Our dynamic culture, characterized by talented and enthusiastic professionals, sets us apart in the industry.The...