Financial Services Consultant- Wealth - Toronto, Canada - Sun Life

Sun Life

Verified Company

Toronto, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

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.

Schedule:
Must be available from 8h00 AM- 8h00 PM

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 you will 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

Requirements:

Minimum of 2 3 years of related sales experience in the financial services industry is preferred
Minimum of 23 years of sales / service experience is required
Experience selling savings products over the phone is an asset
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

Assets:

Canadian Securities Course (CSC)
Canadian Investment Fund Course (IFIC)
Certified Financial Planner (CFP) designation or Financial planner designation (IQPF)

Required:

Valid and active Life Insurance License (LLQP)

Why join 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
3 weeks paid vacation to start which increases with service
Tuition assistance
Licensing fees covered
Career growth and professional development opportunities
Dynamic team environment and coaching from Managers

-
Work from home is possible in this role
LI-Remote

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:

53,300/ ,300/86 300

Job Category:

Sales - SIP

Posting End Date:

26/02/2023