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Financial Services Consultant, Wealth at Sun Life - ApplyBlast

Financial Services Consultant, Wealth

Sun Life

3 months ago

Calgary, Alberta, Canada

Hybrid

Full Time

Senior

0 applicants

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About this role

Sun Life is seeking a licensed Financial Services Consultant to join the Group Retirement Services team in British Columbia or Alberta. This sales-focused role involves connecting with existing members of Group Retirement Savings plans to help them maximize their retirement savings and achieve financial goals through phone and video consultations. Candidates will deliver tailored solutions, build meaningful client relationships, and contribute to the success of one of Canada's most trusted financial services organizations.

Responsibilities

Proactively contact existing Group Retirement Savings plan members to discuss asset retention
Conduct primarily phone-based consultations to understand client goals and financial situations
Recommend appropriate savings, investment, and insurance solutions based on client needs
Build meaningful relationships by delivering a professional and advice-driven client experience
Stay current on Sun Life products, industry trends, and regulatory expectations

Skills

Qualifications

Valid and active Life Insurance License (LLQP)

About Sun Life

sunlife.ca

Headquarters

Kansas City, Missouri, United States

Company Size

10001+ employees

Founded

1865

View Profile

We offer trusted insurance products and investment solutions to Canadian residents and organizations. Get secure access to your employee benefits, health claims and group savings plans. Or, connect with a Sun Life advisor to get life or health insurance, set up a savings plan, open an RRSP and TFSA and more.