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Prospr Advisor at Sun Life - ApplyBlast

Prospr Advisor

Sun Life

4 months ago

Montreal, Quebec

Hybrid

Full Time

Senior

0 applicants

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About this role

This role is for a Prospr Advisor at Sun Life Financial to provide holistic life, health, and wealth solutions to clients across Canada. Certified candidates will engage with individuals via phone and digital tools to assess needs and recommend tailored insurance and investment strategies. Reports to the Manager of Prospr, this position combines client advisory with regulatory compliance and product support in a hybrid work environment.

Responsibilities

Proactively contact clients to provide holistic financial advice
Assess client needs and recommend tailored investment solutions
Conduct investment risk assessments to align with client profiles
Help clients prepare for retirement using planning tools
Maintain registration and licensing across Canadian provinces

Skills

Qualifications

LLQP CertificationIFIC CertificationBilingual Fluency (French and English)Active Insurance LicenseCSC Completion

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.