Financial Services Consultant - Wealth

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

Job summary

Ein etabliertes Unternehmen im Finanzdienstleistungssektor sucht einen engagierten Finanzdienstleistungsberater, der Kunden dabei unterstützt, finanzielle Sicherheit zu erreichen. In dieser spannenden Rolle werden Sie proaktiv mit bestehenden Kunden kommunizieren, um deren Bedürfnisse zu verstehen und maßgeschneiderte Lösungen anzubieten. Sie werden Teil eines dynamischen Teams sein, das sich auf die Förderung des Wohlstands seiner Klienten konzentriert. Mit einem Fokus auf persönliche und berufliche Entwicklung bietet dieses Unternehmen eine flexible Arbeitsumgebung und zahlreiche Vorteile, die Ihre Karriere unterstützen werden. Wenn Sie leidenschaftlich daran interessiert sind, das Leben der Menschen positiv zu beeinflussen, ist dies die perfekte Gelegenheit für Sie.

Benefits

Medizinische und zahnärztliche Versicherung

Lebensversicherung

Pensionsplan

Tuition Assistance

Karrierewachstum und berufliche Entwicklung

Flexible Arbeitsoptionen

Coaching von Managern

Aktienbesitz- und Sparprogramme

Qualifications

• Mindestens 2-3 Jahre Erfahrung im Verkauf oder Service.
• Starke zwischenmenschliche und Kommunikationsfähigkeiten.

Responsibilities

• Beratung von Kunden zu Investitionen und Schutzleistungen.
• Erstellung von Risikoprofilen für Wohlstands-Kunden.

Skills

Verkaufserfahrung in der Finanzdienstleistungsbranche

Kommunikationsfähigkeiten

Kundenbeziehungsmanagement

Selbstmotivation

Bilingualität (Französisch, Englisch)

Education

Abschluss an einer Hochschule oder Universität

Äquivalente verwandte Erfahrung

Job description

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, our clients are at the centre of everything we do. As a licensed Financial Services Consultant- Wealth, your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. As a member of our Client Services team, you will support Sun Life clients with their saving needs by speaking with clients over the phone / video and providing recommendations that meet their needs.

What will you do:

• Proactively call existing Sun Life Group Retirement Savings plan members who are leaving or have left their employer retirement / savings plan to discuss the benefits of keeping their assets with Sun Life.

• Provide consultation to clients by providing investment and protection guidance related to their financial needs, including savings, retirement income and insurance.

• Create a risk assessment profile for wealth clients to align their investments to their desired risk tolerance.

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

• Contribute to sales targets by meeting or exceeding objectives.

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

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

Mandatory requirements:

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

#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:

09/05/2025