Financial Services Consultant - Client Relationship Team

Sun Life Financial; Montreal; Hybrid; CAD 56,000 - 93,000; Full time

Job summary

An established industry player is seeking a Financial Services Consultant to join their Client Relationship Team. This role emphasizes building strong relationships with existing clients of the Group Choices plan, providing comprehensive financial advice, and ensuring a stellar client experience. You will work in a dynamic environment, focusing on retirement planning and investment strategies, while enjoying a flexible culture and a range of benefits. If you are passionate about helping clients achieve their financial goals and thrive in a supportive team, this opportunity is perfect for you.

Benefits

Medical Insurance

Dental Insurance

Life Insurance

Critical Illness Insurance

Disability Insurance

Tuition Assistance

Flexible Benefits Program

Career Growth Opportunities

Stock Ownership Programs

Virtual Health Care

Qualifications

• 2-3 years of sales experience in financial services preferred.
• Bilingualism required for Quebec clients.

Responsibilities

• Build relationships with clients and assist with financial decisions.
• Provide investment advice and conduct portfolio reviews.
• Achieve sales targets while ensuring excellent client experiences.

Skills

Sales Experience

Client Relationship Management

Financial Planning

Bilingual (French, English)

Interpersonal Skills

Communication Skills

Education

College or University Degree

Life Insurance License (LLQP)

Job description

Financial Services Consultant - Client Relationship Team page is loaded

Financial Services Consultant - Client Relationship Team

Apply locations Montreal, Quebec Sun Life Toronto One York time type Full time posted on Posted Yesterday job requisition id JR00110908

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

At Sun Life, we put our employees first. We have a flexible culture, a range of benefits, agile work environment and a strong focus on wellness and sustainability. Not only do we put our employees first, but our clients are at the center of everything we do. As one of the largest employers, group pension and benefit provider in Canada; our team’s purpose is to help existing clients through out their Sun Life journey, to support them in achieving lifetime financial security and live healthier lives.

As a Financial Services Consultant you will be responsible for building relationships with clients of our personal Group Choices plan. Your objective is to provide comprehensive portfolio reviews, assist with retirement planning discussions and advise clients on financial decisions while helping them achieve their financial goals. You will be tasked with strengthening client relationships, while achieving service & sales targets. Through this role you will be an ambassador of SunLife’s Client Experience vision, where you will demonstrate care, inspire confidence, and make it easy for clients to do business with Sun Life. You will ensure the delivery of amazing client experiences for new Group Choices clients as well improve loyalty and retention of existing clients.

Main accountabilities:

• Connect with clients by phone and educate them on the benefits of their Group Choices plan while encouraging them to save with Sun Life.

• Partner with clients to be ‘retirement ready’ through the use of planning tools. Ensure all clients maintain an updated plan in order to achieve personal goals.

• Provide investment advice to clients, through consultation related to their financial needs, including savings, and retirement income.

• 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.

• Successfully achieve sales targets by building great relationship and delivering a wonderful client experience.

• Keep abreast of product changes, understand new products that that come to market, keep a pulse on industry changes and competitor products.

• Note: This role does NOT require any prospecting of new clients or cold calling. You will be interacting with existing clients of Sun Life.

What will you bring:

• Minimum of 2 -3 years of relatedsales experience in the financial services industry is preferred.

• Minimum of 2-3 years of sales / service experience is required.

• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only to answer calls from English and French-speaking clients across Canada or worldwide.

• Completion or a college or university degree or equivalent related experience

• Strong interpersonal and communication skills (verbal and written)

• Ability to quickly build rapport and relationships with clients over the phone / video conferencing

• Strong listening skills and the ability to ask probing questions to understand needs

• Self motivated and have the ability to work independently

Mandatory requirements:

• Valid and active Life Insurance License (LLQP) or Insurance of person license in Quebec (1a)

Schedule:

• Our Client Service Centre takes calls from clients between the hours of 8 a.m. to 8 p.m.

• Employees are scheduled for a consistent shift three out of four weeks

Why Sun Life :

• A focus on the mental, physical, and financial health and wellbeing of our Employees; helping you to bring your best self to work

• Competitive base salary with a quarterly bonus based on sales results

• Rewards and Recognitions program which celebrates performance excellence

Comprehensive flexible benefits program including:

• 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

#LI-Hybrid

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to [e-mail] .

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

56,000/56 000 - 93,000/93 000

Job Category:

Sales - SIP

Posting End Date:

15/05/2025

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