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Bilingual Financial Services Consultant, Client Relationship Team at Sun Life - ApplyBlast

Bilingual Financial Services Consultant, Client Relationship Team

Sun Life

1 day ago

3.7 on Glassdoor

Montreal, Quebec, Canada

Hybrid

Full Time

Junior

0 applicants

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About this role

As a licensed Financial Services Consultant on the Client Relationship Team, you will support Sun Life clients with wealth management needs, including portfolio reviews, retirement planning, and financial advice to help them achieve their goals. The role focuses on strengthening client relationships, educating members on investments, and assisting with product enrollment and asset consolidation. You will work proactively to establish relationships with existing clients and contribute to service and sales targets.

Responsibilities

Provide comprehensive portfolio reviews and investment advice to clients
Assist clients with retirement planning and asset consolidation
Strengthen client relationships and achieve service and sales targets

Skills

Qualifications

Life Insurance License (LLQP) or PQAP in QuebecCanadian Securities Course (CSC)Canadian Investment Fund Course (IFIC)Certified Financial Planner (CFP) designationFinancial planner designation (IQPF)