SUN LIFE FINANCIAL ADVISOR
7 hours ago
<p> You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. <p><b> Job Description: </b> </p><p> Req#JR FC006Montreal </p> <p><b> SUN LIFE FINANCIAL ADVISOR </b> </p> <p> Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and implementing recommendations in a purpose-driven career with opportunities for unlimited income potential, independence, and growth. </p> <p> People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your resume. It’s about who you are as a person. </p> <ul><li> Are you someone who loves talking to people and comfortable providing advice? </li><li> Are you disciplined and motivated? </li><li> Do you value your independence? </li><li> Do you love learning and developing new skills? </li> </ul> <p> If this sounds like you, let’s talk </p> <p><b> What’s in it for you? </b> </p><ul><li><b> Unlimited earning potential </b> with compensation that is tied to your achievements and provides an ongoing stream of income. </li><li>“Earn while you learn” <b> monthly bonuses </b> to provide financial stability as you develop your skills in a new career. </li><li> A <b> purpose-driven career </b> helping people in your community become more financially secure. </li><li> The <b> independence </b> and <b> flexibility </b> to build your work around the important things in your life. </li><li> Hands-on dedicated <b> local support </b> to help you develop the skills to successfully launch, develop, and grow your business. </li><li> A <b> recognition program </b> that celebrates your achievements through prizes and travel incentives including Conventions, Learning Retreats, Awards of Excellence, and stock ownership. </li><li><b> Leading-edge technology </b> so you can do business easily anytime, anywhere. </li><li> A <b> culture </b> that celebrates excellence and inclusivity. </li> </ul> <p><b> What does a financial advisor do? </b> </p> <p> Here are some of the more common activities performed by successful financial advisors: </p><ul><li> Prepare and execute strategies to attract and connect with new Clients. </li><li> Conduct meetings with prospective and existing Clients. </li><li> Review their current financial state and gather information about their future goals. </li><li> Build a financial roadmap to help them achieve these goals. </li><li> Recommend and implement suitable insurance and investment products that align with this financial roadmap. </li><li> Continue to meet with Clients to ensure their plan stays up to date as their life situation changes (family, career, housing, debts, etc.) </li><li> On-going training and professional development to remain current with industry changes. </li><li> Obtain professional accreditations and designations throughout their career (such as Certified Financial Planner - CFP). </li><li> Stay connected within their community through ongoing networking activities, marketing, and referrals. </li> </ul> <p><b> The person we are looking for: </b> </p><ul><li> Has a history of achievement (professional, academic, athletics, etc.). </li><li> Enjoys engaging, developing, and maintaining relationships with people. </li><li> Is disciplined and self-motivated. </li><li> Is goal-oriented with a strong work ethic. </li><li> Is a continuous learner with a deep interest in helping others. </li><li> Has excellent communication skills. </li><li> Has a College/University degree and some professional experience. </li><li> Bilingualism (French, English, both oral and writt
-
Wealth Management Intern
3 weeks ago
Montréal, QC, QC, Canada Canada Life Remote Work Full timeTemporary Full Time This is a four-month position running from May to August. Applicants must be currently enrolled at a recognized Canadian college or university or have graduated within the past eight months. Applicants are required to submit a resume and their most recent unofficial transcript. We are looking for a Wealth Management Intern...
-
Payment Processing Administrator
3 weeks ago
Montréal, QC, QC, Canada Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
-
Montréal, QC, QC, Canada Full timeVous êtes unique, comme le sont votre parcours, votre expérience et votre façon de voir les choses. Ici, on vous encourage et on vous motive à donner le meilleur de vous-même, et on vous donne les moyens de le faire. Vous travaillerez avec des collègues dynamiques – experts dans leur domaine – qui sont impatients de partager leurs connaissances...
-
Financial Planner Relationship
3 weeks ago
Montréal, QC, QC, Canada RBC Full time**Job Description** \*\* This is an opportunity for a senior book \*\* **What is the opportunity?** As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice,...
-
Senior Financial Advisor
3 weeks ago
Sept-Îles, QC, QC, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Murex Credit/Rates Functional Support Analyst
3 weeks ago
Montréal, QC, QC, Canada CGI Full time**Role Summary** As a member of the **Murex Credit/Rates Functional Support team**, you will support Crédit Agricole CIB’s global Front Office fixed income and credit derivatives business, which operates 24/7 across major financial hubs including Tokyo, Hong Kong, Singapore, London, Paris, New York, and Montreal. The role centers on ensuring the...
-
Analyste d’enquête, gestion du risque de fraude
3 weeks ago
Montréal, QC, QC, Canada Full timeVous êtes unique, comme le sont votre parcours, votre expérience et votre façon de voir les choses. Ici, on vous encourage et on vous motive à donner le meilleur de vous-même, et on vous donne les moyens de le faire. Vous travaillerez avec des collègues dynamiques – experts dans leur domaine – qui sont impatients de partager leurs connaissances...
-
Senior Analyst
3 weeks ago
Montréal, QC, QC, Canada Intact Remote Work Full time*Our employees are at the heart of everything we do. Together, we help people, businesses, and society prosper in good times and be resilient in bad times.* *Our employee promise represents Intact’s commitment to you in exchange for living our Values, striving to do your best work, being open to change and investing in your career. In return, we promise...
-
Bilingual Specialist, Business Banking Services
3 weeks ago
Montréal, QC, QC, Canada BMO Financial Group Remote Work Full timeVIRTUAL(R)61 - REMOTE/TELETRAVAIL - QC - BMO XXXXX Quebec,X0X 0X0 *This position requires proficiency in a language other than French to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.* Work Schedule : Assigned schedule will be based on business needs...
-
personal banking associate
3 weeks ago
Montréal, QC, QC, Canada BMO Financial Group Full time9150, boulevard L'Acadie MONTREAL Quebec,H4N 2T2 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired...