Sun Life

Financial Services Consultant – Client Relationship

Sun Life

full-time

Posted on:

Location Type: Hybrid

Location: Montreal • 🇨🇦 Canada

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Salary

💰 CA$58,000 - CA$93,000 per year

Job Level

Mid-LevelSenior

About the role

  • Proactively call existing Sun Life clients that have a Group Retirement Savings (GRS) plan & Group Insurance Benefit (GB) plan to establish a relationship and educate members on their investments and benefits
  • Consult with clients by providing investment and protection advice related to their financial needs, including savings, retirement income, and insurance
  • Partner with clients to be ‘retirement ready’, through the use of financial planning tools
  • Ensure all clients maintain an updated plan in order to achieve personal financial goals
  • Review portfolio investments, product options, savings goals, and assist with asset consolidation
  • Create an investment risk assessment profile for clients

Requirements

  • A passion for building relationships and creating amazing client experiences
  • Experience with selling and supporting clients with investment, savings products
  • Strong interpersonal and communication skills (verbal and written)
  • Bilingualism (French, English, both oral and written) is required for Quebec
  • Ability to quickly build rapport and relationships with clients over the phone or video conferencing
  • Strong listening skills and the ability to ask probing questions to understand needs
  • Possess an owner’s mindset in order to build strong client experiences and loyalty, while contributing within a fast-paced evolving team
  • Ability to be agile and effectively manage changing priorities or processes
  • Self motivated and have the ability to work independently
  • Canadian Securities Course (CSC)- asset
  • Canadian Investment Fund Course (IFIC)- asset
  • Certified Financial Planner (CFP) designation or Financial planner designation (IQPF)- asset
Benefits
  • Competitive base salary with a quarterly bonus based on sales results
  • A focus on the mental, physical, and financial health and wellbeing of our Employees; helping you to bring your best self to work
  • Rewards and Recognitions program which celebrates performance excellence
  • Comprehensive flexible benefits program including: Medical, dental, life, critical illness, and disability insurance
  • Lumino Health Virtual Care
  • 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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
investment advicefinancial planningportfolio managementrisk assessmentasset consolidationsavings productsretirement income
Soft skills
relationship buildingclient experienceinterpersonal skillscommunication skillsbilingualismlistening skillsagilityself-motivationindependence
Certifications
Canadian Securities Course (CSC)Canadian Investment Fund Course (IFIC)Certified Financial Planner (CFP)Financial planner designation (IQPF)