Financial Services Consultant- Wealth
7 days ago
Job Description :Location: This role is hybrid (minimum once per week in office, downtown Montreal)At Sun Life, our clients are at the centre of everything we do. As a licensed Financial Services Consultant (FSC); Wealth, your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. As a member of our Client Services team, you will support Sun Life clients with their saving needs by speaking with clients over the phone / video and providing recommendations that meet their needs.What will you do?Proactively call existing Sun Life Group Retirement Savings plan members who are leaving or have left their employer retirement / savings plan to discuss the benefits of keeping their assets with Sun Life. Provide consultation to clients by providing investment and protection guidance related to their financial needs, including savings, retirement income and insurance. Create a risk assessment profile for wealth clients to align their investments to their desired risk tolerance.Keep abreast of product changes, understand new products that that come to market, keep a pulse on industry changes and competitor products.Contribute to sales targets by meeting or exceeding objectives.What you need to succeed:Valid and active Life Insurance License (LLQP)Minimum of 2 -3 years of financial services / sales experience is preferred.Completion of a college or university degree or equivalent related experienceStrong interpersonal and communication skills (verbal and written)Ability to quickly build rapport and relationships with clients over the phone / video conferencingEffective listening skills and the ability to ask probing questions to understand needsSelf motivated and have the ability to work independentlyExperience selling insurance products over the phone is an assetBilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.Why join Sun Life:Flexibility of hybrid work environmentA focus on the mental, physical and financial health and wellbeing of our Employees; helping you to bring your best self to work.Competitive base salary with a quarterly bonus based on sales results.Rewards and Recognitions program which celebrates performance excellence.Comprehensive flexible benefits program including: Stock ownership and Savings programsMedical, dental, life, critical illness and disability insuranceLumino Health Virtual CareTuition assistanceLicensing fees coveredCareer growth and professional development opportunities.Dynamic team environment and coaching from Managers.
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Financial Services Consultant- Wealth
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Montreal, Canada Sun Life Financial Full timeFinancial Services Consultant- Wealth page is loaded## Financial Services Consultant- Wealthlocations: Montreal, Quebectime type: Full timeposted on: Posted Todayjob requisition id: JR00118940You 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...
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Financial Services Consultant- Wealth
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Montreal, Canada Sun Life Financial 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...
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Financial Services Consultant- Wealth
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Montreal, Canada Sun Life Financial 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...
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Montreal, Canada Sun Life Financial 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...
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Financial Services Consultant- Wealth
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Montreal (administrative region), Canada Sun Life Financial 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...
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Wealth Financial Services Consultant
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