Financial Services Consultant - Client Relationship Team
Sun Life(3 days ago)
HybridFull TimeJunior$60,000 - $97,000Client Relationship
Apply NowAbout this role
As a licensed Financial Services Consultant at Sun Life, you will support clients with their wealth management needs, providing advice on investment, savings, retirement planning, and insurance. The role focuses on building relationships, educating clients, and achieving service and sales targets within a hybrid work environment.
Required Skills
- Financial Planning
- Client Service
- Investment Advice
- Retirement Planning
- Insurance
- Sales
- Communication
- Relationship Building
- Asset Management
- Financial Analysis
Qualifications
- Canadian Securities Course (CSC)
- Canadian Investment Fund Course (IFIC)
- Certified Financial Planner (CFP) or Financial Planner Designation (IQPF)
About Sun Life
sunlife.comSun Life is a financial services company providing financial planning, life insurance, health insurance, investments and more.
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