Bilingual Wealth Advisor - Hybrid Montreal

Sun Life Financial; Montreal; Hybrid; CAD 58,000 - 93,000; Full time

Job summary

A leading financial services firm in Montreal seeks a Financial Services Consultant who will provide essential support to clients' financial needs. This hybrid role involves proactive client outreach, offering investment and protection guidance. Ideal candidates will hold a valid Life Insurance License and have relevant sales experience, with a focus on building client relationships. The company offers a competitive salary range along with a robust benefits program and excellent career growth opportunities.

Benefits

Competitive salary with quarterly bonuses

Comprehensive flexible benefits program

Tuition assistance

Dynamic team environment

Career growth opportunities

Qualifications

• Valid and active Life Insurance License (LLQP) required.
• 2-3 years of financial services/sales experience preferred.
• Experience selling insurance products over the phone is an asset.

Responsibilities

• Call existing Group Retirement Savings plan members to discuss asset retention.
• Provide consultation on financial needs, including savings and insurance.
• Create risk assessment profiles for wealth clients.

Skills

Strong interpersonal skills

Effective listening skills

Self motivated

Bilingualism (French, English)

Education

College or university degree

Job description

A leading financial services firm in Montreal seeks a Financial Services Consultant who will provide essential support to clients' financial needs. This hybrid role involves proactive client outreach, offering investment and protection guidance. Ideal candidates will hold a valid Life Insurance License and have relevant sales experience, with a focus on building client relationships. The company offers a competitive salary range along with a robust benefits program and excellent career growth opportunities.