Sun Life

Bilingual Advisor - Wealth, Prospr by Sun Life

Sun Life

11 days ago
Montreal, Quebec
Hybrid
Full Time
Junior
0 applicants
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Sun Life
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About this role

The role involves providing holistic wealth solutions to clients, helping them meet financial goals through tailored advice, with a focus on ongoing personal and professional development. It includes engaging with clients via phone and digital tools in a collaborative environment. The position offers hybrid work, competitive salary, and growth opportunities within the financial services industry.

Skills

Qualifications

Bachelor degree or 2+ years relevant experienceMutual Fund License (CIRO) or courses completed (IFIC or CSC)
Sun Life

About Sun Life

sunlife.com

Sun Life is a financial services company providing financial planning, life insurance, health insurance, investments and more.

About Sun Life

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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