Financial Services Consultant - Client Relationship Team
Sun Life(1 month ago)
About this role
A Financial Services Consultant on Sun Life’s Group Retirement Savings Client Service Centre team who supports clients with wealth management and retirement planning. The role is client-facing and contributes to Sun Life’s mission of helping clients achieve lifetime financial security. Positions are based in Toronto or Montreal and operate in a hybrid model.
Required Skills
- Relationship Building
- Retirement Planning
- Investment Advice
- Client Consultation
- Sales
- Communication
- Bilingualism
- Risk Assessment
- Portfolio Review
- Asset Consolidation
Qualifications
- Life Insurance License (LLQP)
- Insurance Of Person License (PQAP)
- Canadian Securities Course (CSC)
- Canadian Investment Fund Course (IFIC)
- Certified Financial Planner (CFP)
- IQPF
About Sun Life
sunlife.comSun Life is a financial services company providing financial planning, life insurance, health insurance, investments and more.
View more jobs at Sun Life →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Sun Life
Similar Jobs
Financial Planning Specialist
NatWest(1 month ago)
Retirement Plan & Wealth Management Investment Advisor
Hub International(1 month ago)
Senior Financial Planner
Kestra Financial Independent Advisor(1 year ago)
Wealth Management Client Relationship Manager
TIAA(1 month ago)
Senior Investment Strategist
iA Private Wealth(21 days ago)
Financial Advisor - PNC Wealth Management
Quantitative Marketing(1 month ago)