Sun Life

Financial Services Consultant - Client Relationship Team

Sun Life

3 months ago
Montreal, Quebec
Hybrid
Full Time
Medior
0 applicants
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Sun Life
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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.

Skills

Qualifications

Life Insurance License (LLQP)Insurance Of Person License (PQAP)Canadian Securities Course (CSC)Canadian Investment Fund Course (IFIC)Certified Financial Planner (CFP)
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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