Sun Life Québec · 1 month ago
Financial Services Consultant - Client Relationship Team
Montreal, Quebec, Canada
Full-time
Hybrid
Entry, Mid Level
$58K/yr - $93K/yrSun Life Québec is dedicated to helping clients achieve lifetime financial security and live healthier lives. As a Financial Services Consultant, you will support clients with their wealth management needs, provide comprehensive portfolio reviews, assist with retirement planning, and strengthen client relationships while achieving service and sales targets.
Insurance
Responsibilities
Proactively call existing Sun Life clients that have a Group Retirement Savings (GRS) plan & Group Insurance Benefit (GB) plan to establish a relationship where the objective is to educate members on their investments, benefits, and assist with product enrolment
Consult with clients by providing investment and protection advice related to their financial needs, including savings, retirement income and insurance
Partner with clients to be ‘retirement ready’, through the use of financial planning tools. Ensure all clients maintain an updated plan in order to achieve personal financial goals
Review portfolio investments, product options, savings goals, and assist with asset consolidation
Create an investment risk assessment profile for clients. This will support them in aligning their investments to their desired risk tolerance
Contribute to sales and service targets by demonstrating to clients the value of their benefits available to them through their employer plans and assist with payroll deduction set ups, lump sum contributions and asset consolidation
Qualification
Required
Valid and active Life Insurance License (LLQP) or Insurance of person license in Quebec (PQAP) or willingness to obtain LLQP within 60 days
A passion for building relationships and creating amazing client experiences
Experience with selling and supporting clients with investment, savings products
Strong interpersonal and communication skills (verbal and written)
Bilingualism (French, English, both oral and written) is required for Quebec only
Ability to quickly build rapport and relationships with clients over the phone or video conferencing
Strong listening skills and the ability to ask probing questions to understand needs
Possess an owner's mindset in order to build strong client experiences and loyalty, while contributing within a fast-paced evolving team
Ability to be agile and effectively manage changing priorities or processes
Self motivated and have the ability to work independently
Preferred
Canadian Securities Course (CSC)- asset
Canadian Investment Fund Course (IFIC)- asset
Certified Financial Planner (CFP) designation or Financial planner designation (IQPF)- asset
Benefits
Medical, dental, life, critical illness, and disability insurance
Lumino Health Virtual Care
Robust defined contribution pension plan
Stock Ownership and Savings Programs
Tuition assistance
Licensing fees covered
Career growth and professional development opportunities
Dynamic team environment and coaching from Managers
Hybrid work environment
Company
Sun Life Québec
La Financière Sun Life est une organisation de services financiers de premier plan qui aide ses clients à atteindre la sécurité financière à toutes les étapes de leur vie.
5001-10000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase