Bilingual Wealth Advisor - Retirement Planning (Hybrid)

Sun Life Financial; Ottawa; Hybrid; CAD 58,000 - 62,000; Full time

Job summary

A leading financial services firm in Ottawa seeks a Prospr Advisor to deliver tailored financial solutions to clients. The role involves proactive client engagement and an adaptable work schedule. Ideal candidates have a Bachelor's degree or relevant experience, strong communication skills, and a valid Mutual Fund License. This position offers competitive compensation, a comprehensive benefits package, and opportunities for personal and professional growth.

Benefits

Competitive Salary

Comprehensive benefits package

3 weeks paid vacation

Licensing fees covered

Qualifications

• Experience doing business over the phone.
• Valid sales and service experience preferably in insurance.
• Strong knowledge and passion for retail insurance and investment products.

Responsibilities

• Proactively call and take calls from clients to provide holistic advice.
• Engage with clients over the phone and digital tools.
• Assess clients' financial needs and recommend solutions.

Skills

Strong communication skills

Relationship building

Problem solving

Sales and service experience

Understanding of Mutual Fund Industry

Education

Bachelor's degree or 2+ years of relevant experience

Tools

Salesforce.com

Job description

A leading financial services firm in Ottawa seeks a Prospr Advisor to deliver tailored financial solutions to clients. The role involves proactive client engagement and an adaptable work schedule. Ideal candidates have a Bachelor's degree or relevant experience, strong communication skills, and a valid Mutual Fund License. This position offers competitive compensation, a comprehensive benefits package, and opportunities for personal and professional growth.