Current jobs related to Financial Services Professional - Montreal, Quebec - Sun Life Financial

  • Financial Services Director

    4 weeks ago

    Montreal, Quebec, Canada The Maples Group (Financial Services) Full time

    About The Maples GroupThe Maples Group is a global leader in financial services, trusted by many of the world's largest hedge fund managers, private equity firms, and international corporations.Job SummaryWe are seeking a highly skilled Finance Manager to join our team at The Maples Group. As a key member of our financial services team, you will be...

  • Financial Services Director

    4 weeks ago

    Montreal, Quebec, Canada The Maples Group (Financial Services) Full time

    About The Maples GroupThe Maples Group is a global leader in financial services, trusted by many of the world's largest hedge fund managers, private equity firms, and international corporations.Job SummaryWe are seeking a highly skilled Finance Manager to join our team at The Maples Group. As a key member of our financial services team, you will be...

  • Financial Services Director

    3 weeks ago

    Montreal, Quebec, Canada The Maples Group (Financial Services) Full time

    About The Maples GroupThe Maples Group is a leading global financial services provider, trusted by top hedge fund managers, private equity firms, and international corporations.Job SummaryWe are seeking a highly skilled Finance Manager to join our team in Montreal, Canada.Key ResponsibilitiesProvide financial leadership and guidance to the...

  • Financial Services Director

    4 weeks ago

    Montreal, Quebec, Canada The Maples Group (Financial Services) Full time

    About The Maples GroupThe Maples Group is a global leader in financial services, trusted by many of the world's largest hedge fund managers, private equity firms, and international corporations.Job SummaryWe are seeking a highly skilled Finance Manager to join our team at The Maples Group in Montreal, Canada.Key ResponsibilitiesProvide financial planning and...

  • Financial Services Director

    4 weeks ago

    Montreal, Quebec, Canada The Maples Group (Financial Services) Full time

    About The Maples GroupThe Maples Group is a global leader in financial services, trusted by many of the world's largest hedge fund managers, private equity firms, and international corporations.Job SummaryWe are seeking a highly skilled Finance Manager to join our team at The Maples Group in Montreal, Canada.Key ResponsibilitiesProvide financial planning and...

  • Financial Services Professional

    2 months ago

    Montreal, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Services Professional to join our team at National Bank. As a Wealth Management Specialist, you will be responsible for providing comprehensive financial services to high-net-worth individuals, businesses, and public sector corporations.Key ResponsibilitiesOffer personalized wealth...

  • Financial Services Professional

    1 week ago

    Montreal, Quebec, Canada Scotiabank Full time

    Requisition ID: ConfidentialAt Scotiabank, we're seeking a skilled Financial Services Professional to join our team. As an Investment & Personal Banking Specialist, you will play a vital role in providing exceptional service to our customers.About the RoleThis is an exciting opportunity for a seasoned banking professional to connect with customers, build...

  • Financial Services Professional

    3 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Unlock Your Potential as a Financial Services ProfessionalAt Royal Bank of Canada, we're seeking a talented individual to join our team as a Financial Services Professional. In this role, you'll have the opportunity to make a meaningful impact on our clients' lives by helping them achieve their financial goals.Key Responsibilities:Identify and grow a...

  • Financial Services Representative

    1 month ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    {"h2": "Prosper Advisor Role at Sun Life Financial", "p": "As a Prosper Advisor at Sun Life Financial, you will have the opportunity to make a meaningful impact in the lives of individuals, families, and communities around the world. Our dynamic team is passionate about sharing knowledge and expertise to help clients achieve lifetime financial security and...

  • Financial Services Representative

    1 month ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    {"h2": "Prosper Advisor Role at Sun Life Financial", "p": "As a Prosper Advisor at Sun Life Financial, you will have the opportunity to make a meaningful impact in the lives of individuals, families, and communities around the world. Our dynamic team is passionate about sharing knowledge and expertise to help clients achieve lifetime financial security and...

  • Financial Services Representative

    1 month ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    {"h1": "Prosper Advisor Role at Sun Life Financial", "p": "As a Prosper Advisor at Sun Life Financial, you will have the opportunity to make a meaningful impact in the lives of individuals, families, and communities around the world. Our dynamic team is passionate about sharing knowledge and expertise to help clients achieve lifetime financial security and...

  • Financial Services Representative

    1 month ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    {"h1": "Prosper Advisor Role at Sun Life Financial", "p": "As a Prosper Advisor at Sun Life Financial, you will have the opportunity to make a meaningful impact in the lives of individuals, families, and communities around the world. Our dynamic team is passionate about sharing knowledge and expertise to help clients achieve lifetime financial security and...

  • Financial Services Advisor

    4 weeks ago

    Montreal, Quebec, Canada IA Financial Group Full time

    Job Title: Advisor Support SpecialistJob Summary:We are seeking a highly skilled and experienced Advisor Support Specialist to join our team at IA Financial Group. As a key member of our client support team, you will be responsible for providing exceptional support to our clients and advisors, ensuring their needs are met and exceeded.Key...

  • Financial Services Advisor

    4 weeks ago

    Montreal, Quebec, Canada IA Financial Group Full time

    Job Title: Advisor Support SpecialistJob Summary:We are seeking a highly skilled and experienced Advisor Support Specialist to join our team at IA Financial Group. As a key member of our client support team, you will be responsible for providing exceptional support to our clients and advisors, ensuring their needs are met and exceeded.Key...

  • Financial Services Coordinator

    21 hours ago

    Montreal, Quebec, Canada Kakkar CPA Professional Corporation Full time

    Kakkar CPA Professional Corporation is seeking a highly skilled Financial Services Coordinator to join our team. As a key member of our accounting team, you will be responsible for the following:• Preparing monthly and annual financial statements• Assisting with Review Engagements• Assisting with Compilation engagements• Preparing government reports...

  • Financial Services Representative

    1 month ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    Unlock Your Potential as a Prosper AdvisorSun Life is seeking a talented and motivated Prosper Advisor to join our dynamic team. As a key member of our team, you will play a vital role in helping clients achieve their financial goals and live healthier lives.About the RoleCollaborate with a team of experts to provide holistic Life, Health, and Wealth...

  • Financial Services Representative

    1 month ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    Unlock Your Potential as a Prosper AdvisorSun Life is seeking a talented and motivated Prosper Advisor to join our dynamic team. As a key member of our team, you will play a vital role in helping clients achieve their financial goals and live healthier lives.About the RoleCollaborate with a team of experts to provide holistic Life, Health, and Wealth...

  • Financial Services Advisor

    3 weeks ago

    Montreal, Quebec, Canada IA Financial Group Full time

    Job Title: Advisor Support SpecialistJob Summary:The Advisor Support Specialist plays a crucial role in providing exceptional support to investors and advisors. This position requires a strong understanding of financial services and customer service principles, as well as excellent communication and interpersonal skills.Key Responsibilities:Provide timely...

  • Financial Services Advisor

    3 weeks ago

    Montreal, Quebec, Canada IA Financial Group Full time

    Job Title: Advisor Support SpecialistJob Summary:The Advisor Support Specialist plays a crucial role in providing exceptional support to investors and advisors. This position requires a strong understanding of financial services and customer service principles, as well as excellent communication and interpersonal skills.Key Responsibilities:Provide timely...

  • Bilingual Financial Services Consultant

    2 weeks ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    Job Title: Bilingual Financial Services ConsultantJob Summary:We are seeking a highly skilled Bilingual Financial Services Consultant to join our team at Sun Life Financial. As a Bilingual Financial Services Consultant, you will be responsible for providing exceptional customer service to our clients by answering their insurance-related inquiries and...

Financial Services Professional

2 months ago

Montreal, Quebec, Canada Sun Life Financial Full time
About the Role

We are seeking a highly motivated and experienced Financial Services Professional to join our team at Sun Life Financial. As an Insurance and Investment Advisor, you will play a key role in providing holistic financial solutions to our clients, helping them achieve their long-term financial goals.

Key Responsibilities
  • Proactively engage with clients to understand their financial needs and provide tailored advice and solutions.
  • Assess clients' financial situations and recommend appropriate investment and insurance products to meet their goals.
  • Work closely with our sales and service teams to stay up-to-date 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 opportunities to improve the client experience and products and services offered.
Requirements
  • Bachelor's degree or 2+ years of relevant experience in the financial services industry.
  • Valid and active Mutual Fund license, sales and service experience.
  • Valid and active Insurance license, sales and service experience.
  • Strong knowledge and passion for retail insurance and investment products.
  • Experience in business-to-business sales and service.
  • Excellent communication and relationship-building skills.
  • Strong problem-solving skills and adaptability.
  • Bilingualism (French and English) is required for frequent interactions with colleagues and internal partners across Canada and worldwide.
What We Offer
  • Competitive salary and annual incentive plan.
  • Comprehensive benefits package, including medical, dental, life, and disability insurance.
  • Employee-matched pension plan and stock purchase plan.
  • Three weeks of paid vacation.
  • Licensing fees covered.
  • Opportunities for professional development and career growth.
Why Join Us

At Sun Life Financial, we value diversity and inclusion, and we strive to create a work environment that is inclusive and respectful of all employees. We welcome applications from qualified individuals from all backgrounds.