- Medical, dental, life, and disability insurance
- Employee matched pension plan
- Licensing fees covered
- Licensing Requirements:
- CFP Financial planning designation required
- A valid and active Life License in Ontario (LLQP) or Insurance of person license in Quebec (1a), is a requirement of this role
- Valid and active Mutual Fund License (MFDA)
- Engage with individual insurance and investment clients over the phone and through digital tools; Complete holistic financial planning strategies and solutions for Canadians
- Provide comprehensive retirement, estate, tax, debt and investment advice
- Experience working with financial planning software
- Assess clients' financial needs and recommend an appropriate investment and/or insurance solution to meet those needs
- Help clients be 'retirement ready' through the use of planning tools.
- Conduct investment risk assessments and provide solutions aligned with their investment profile
- Work closely with Branch Manager and support teams to stay current on product and regulatory updates
- Maintain registration and licensing in good standing as an MFDA Dealing representative and Insurance Advisor across all provinces and territories in Canada
- Contribute to the team's ongoing success by identifying continuous improvement opportunities to help improve the client experience, and products and services offered
- Bachelor degree or over 2 years of relevant experience
- Strong knowledge and passion of retail insurance and investment products
- Availability on a variable schedule Monday to Friday between 8am to 8pm
- Experience doing business over the phone
- Strong relationship building skills
- Ability to leverage digital tools to create engaging client interactions
- Assets:
- Experience in blended or outbound Call Centre or telephone services
- Experience using Salesforce.
- 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. 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. 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 .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.
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Financial Planner, Investment Retirement Planning - Toronto, ON, Canada - Sun Life Financial
Description
Apply locations Toronto, Ontario time type Full time posted on Posted Yesterday job requisition id JR You are as unique as your background, experience and point of view.
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. Discover how you can make a difference in the lives of individuals, families and communities around the world.As a CFP Licenced Prospr Financial Planner your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives.
As a member of our dynamic team, you will provide holistic Life, Health and Wealth solutions for new and existing clients.
You are a team player who enjoys helping Canadians meet their short and long-term financial goals. and you thrive in a work environment committed to continuous improvement, personal growth, and your professional development?Above all, you do get satisfaction and enjoyment in helping others? Work under a hybrid model where you get to balance home and life by collaborating with your peers and managers in our Sun Life offices located in downtown Toronto three times per week.
locations Toronto, Ontario time type Full time posted on Posted 30+ Days Ago Shine together
Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.
Our purpose is to help Clients achieve lifetime financial security and live healthier lives.
As part of Sun Life's growing team, you have an impact on people in your community and around the world.
Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we're driving transformation, sustainability and innovation for our Clients, employees, partners, and communities.
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