Jobs
>
Montréal

    Advisor Trainee, Advisor Development Program - Montreal, Canada - Financière Sun Life

    Financière Sun Life
    Financière Sun Life Montreal, Canada

    Found in: ATTB CA C2 - 2 days ago

    Default job background
    Full time
    Description

    Job Description:

    **12 month learning contract (educative pilot)

    About the role and Prospr:

    Sun Life is offering a brand new opportunity to focus on the clients and use your expertise to provide them with solutions. As a licensed advisor trainee in this role, you will:

    (more about this learning opportunity...)

    • Provide holistic life, health, and wealth solutions to new and existing Sun Life clients.
    • Spend 50% of your time working within the Prospr advisor team (reporting to the Manager, Prospr by Sun Life).
    • Spend 50% of your time gaining exposure to the role of the Independent Contractor Advisor (working with the Director of the local Sun Life District office).
    • Receive the appropriate product, technical and sales training and support required to perform the advisor role.
    • Develop the skills required to cultivate and develop relationships with a block of existing Sun Life clients that you will be assigned.

    What will you do?

    • Inbound and pro-active outbound calls to schedule face-to-face or virtual meetings with existing insurance and investment clients.
    • Conduct face-to-face or virtual meetings with clients to:
    • provide on-going service to clients as required,
    • Identify needs or gaps in their existing plan,
    • provide trusted advice to address their goals and deliver personalized, ongoing financial recommendations to help clients work toward their long-term investment and retirement goals.
    • Work closely with the District leadership and resource teams to stay current on product and regulatory updates.
    • Maintain registration and licensing in good standing.

    What do you need to succeed:

    • Valid and active Life License (LLQP) **a requirement to begin in the role.
    • Experience in blended or outbound Call Centre or telephone servicing
    • Ability to leverage digital tools to create engaging client interactions.
    • Experience using for client relationship management
    • Bachelor's degree or 3+ years of relevant experience
    • Mutual Fund and/or Insurance sales and service experience
    • Strong knowledge and passion of retail insurance and investment products
    • Self-motivated with a strong work ethic
    • Ability to develop and maintain relationships
    • Excellent communication skills, both verbal and written
    • Ability to motivate others to action
    • Business development skills.
    • As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.

    assets:

    • Valid and active Mutual Fund License (MFDA)
    • CFP designation
    • Sun Life Individual Insurance and Investment product knowledge

    What's in it for you?

    • The opportunity to move along a variety of career paths with amazing networking potential
    • An environment of continuous learning and improvement
    • Access to our Global Learning Centre, available 24/7 for your learning needs
    • A collaborative and interactive team environment
    • We're honoured to be recognized as a 2022 Best Workplaces in Canada by Great Place to Work Canada
    • Opportunity to give back to the communities in which we live, work, and do business
    Life Insurance License
    Certificat d'assurance de personnes PQAP
  • Bombardier Transportation GmbH

    Manager Program, New Program Development

    Found in: Jooble CA O C2 - 1 hour ago

    Bombardier Transportation GmbH Dorval, QC, Canada

    Appuyez sur la touche de tabulation pour sélectionner le lien Passer au contenu. · Sélectionnez la fréquence (en jours) de réception d'une alerte : · Lieu de travail: Dorval, Québec, CA, H4S 1Y9 · Chef de service, Gestion de programmes Dans votre rôle idéal, vous allez · Gér ...

  • Emplois iRecrutement

    Financial Advisor Development Program

    Found in: Jooble CA O C2 - 1 hour ago

    Emplois iRecrutement Montréal, QC, Canada

    Number of position(s) to fill: · 1 · Working conditions · Job status: · Permanent · Length of the employment: · To be determined · As soon as possible · Type of job: · Full time · Number of hours per week: · 40 · Morning · Afternoon · Week · Salary offered: To be ...

  • ICAO - International Civil Aviation Organization

    Consultant – People Manager Program Development

    Found in: beBee S2 CA - 1 week ago

    ICAO - International Civil Aviation Organization Montreal, Canada Freelance

    Result of Service · Perform the duties as described. · Work Location · Montréal, Canada · Expected duration · The duration of this assignment is 8 months. · Duties and Responsibilities · THE ORGANIZATIONAL SETTING The Bureau of Administration and Services (ADB) plays a lead role ...

  • Research Institute of the McGill University Health Centre

    Designer & Developer of Clinical Trial Training Programs (Research Institute)

    Found in: Talent CA C2 - 4 days ago

    Research Institute of the McGill University Health Centre Montreal, Canada Temporary Full time

    Do you want to work for a world-renowned research institute that pushes the boundaries of biomedical science and health research? Right here in Montreal At the Research Institute of the McGill University Health Centre (RI-MUHC), you can be part of an organization focused on scien ...

  • Altitude Sports

    Gestionnaire de l'ingénierie

    Found in: Zoho Direct Apply - 5 days ago

    Altitude Sports Montreal, Canada

    Nous sommes Altitude Sports, le leader du commerce en ligne au Canada, né de la rencontre entre la mode et le plein air. Nous sommes une équipe unie qui vise l'excellence en toute circonstance. Coureurs, skieurs, cyclistes, adeptes de sensations fortes, précurseurs de tendances - ...

  • NEUF architect(e)s

    diplomé(e) en architecture

    Found in: Zoho Direct Apply - 2 days ago

    NEUF architect(e)s Montréal, Canada

    English follows · Sous la supervision du directeur de la conception digitale, la personne titulaire du poste sera responsable de faire la conception et la représentation architecturale pour les clients en utilisant des rendus et des animations tridimensionnelles. · Ses principale ...

  • NEUF architect(e)s

    chargé(e) de projet sénior

    Found in: Zoho Direct Apply - 2 days ago

    NEUF architect(e)s Montréal, Canada

    English follows · Relevant de l'architecte associé et membre d'une équipe collaborative située à Montréal, chargé.e de projet, sera appelé.e à contribuer principalement sur des projets dans le secteur de l'éducation. Sans se limiter à ces responsabilités, le (la) chargé(e) de p ...

  • Maarut Inc

    sap mdg

    Found in: Zoho Direct Apply - 5 days ago

    Maarut Inc Montreal, Canada

    Knowledge, Skills and Abilities: · Technical knowledge of SAP on-premise/on-cloud environments (SAP S/4HANA, ABAP on HANA and BTP, Workflow etc.,) and general system operation functions · Should have 1-3 years of exp in FIORI. · Knowledge on EAM module will be an advantage. · Pro ...

  • Calliere Group

    VP of Marketing

    Found in: Zoho Direct Apply - 2 days ago

    Calliere Group Montreal, Canada

    This is a remote position. · As the Vice President of Marketing, you are responsible for leading the overall marketing strategy, therefore, own all marketing programs, including demand generation, product marketing, digital experience strategy and branding. Reporting directly to ...

  • beBee Professionals

    Corporate Compliance Manager

    Found in: beBee Professionals CA - 3 days ago

    beBee Professionals Montreal, Canada Compliance Specialists Freelance

    Job Offer: Corporate Compliance Manager · beBee Professionals is looking for a Corporate Compliance Manager to join our team in Montreal. The successful candidate will be responsible for developing, implementing, and maintaining a comprehensive corporate compliance program. · The ...

  • beBee Professionals

    Data Miner

    Found in: beBee Professionals CA - 3 days ago

    beBee Professionals Montreal, Canada Data Mining Freelance

    BeBee Professionals is looking for a Data Miner to join our team in Montreal. · The successful candidate will be responsible for collecting, analyzing, and interpreting large datasets to identify trends and patterns. The Data Miner will also be responsible for developing and impl ...

  • beBee Professionals

    Data Entry Specialist

    Found in: beBee Professionals CA - 3 days ago

    beBee Professionals Montreal, Canada Data Entry Services Freelance

    Job Offer: Data Entry Specialist · beBee Professionals is looking for a Data Entry Specialist to join our team in Montreal. · The successful candidate will be responsible for entering data into our database, ensuring accuracy and completeness of information. · Requirements: · • P ...

  • Recrute Action

    Legal Assistant – Litigation

    Found in: Zoho Direct Apply - 1 day ago

    Recrute Action Montréal, Canada

    Legal Assistant – Litigation · Are you looking for a stimulating and dynamic job? Do you want to be part of a team that believes in your potential and a prestigious law firm that will help you advance in your career? This position is perfect for you We are currently looking for ( ...

  • Recrute Action

    Regional Director

    Found in: Zoho Direct Apply - 1 day ago

    Recrute Action Montréal, Canada

    Regional Director (Janitorial Services) · Are you looking for a stimulating and dynamic job? Would you like to be part of a team that believes in your potential? This is the job for you We are currently looking for a Regional Director for one of our clients, a leader in real esta ...

  • Recrute Action

    Underwriter (Property & Casualty)

    Found in: Zoho Direct Apply - 2 days ago

    Recrute Action Montréal, Canada

    Underwriter (Property & Casualty) · Are you looking for a stimulating and dynamic job? Would you like to be part of a team that believes in your potential and part of a great company that will help you advance in your career? This is the job for you We are currently looking for a ...

  • Recrute Action

    Auto Claims Adjuster

    Found in: Zoho Direct Apply - 2 days ago

    Recrute Action Montréal, Canada

    Auto Claims Adjuster · Are you looking for a stimulating and dynamic job? Would you like to be part of a team that believes in your potential and part of a great company that will help you advance in your career? This is the job for you We are currently looking for an Auto Claims ...

  • Recrute Action

    Bilingual Customer Service Representative

    Found in: Zoho Direct Apply - 2 days ago

    Recrute Action Montréal, Canada

    Start date: May 6, 2024 · Bilingual Customer Service Representative (Damage Insurance) · Are you looking for a stimulating and dynamic job in a remote position? Would you like to be part of a team that believes in your potential and part of a great company that will help you adva ...

  • Bombarbier

    Manager, New Program Development

    Found in: Talent CA C2 - 4 days ago

    Bombarbier Dorval, Canada

    Chef de service, Gestion de programmes · In your role, you will · Develop and execute comprehensive project plans, outlining key milestones, deadlines and risks to support the entry into service of a new program · Lead the integration and harmonization of all aspects of the devel ...

  • Bombarbier

    Manager, New Development Program Management

    Found in: Talent CA C2 - 4 days ago

    Bombarbier Dorval, Canada

    Manager, New Development Program Management · In your role, you will · Manage the development program strategic planning, reporting, governances, organization, business management, direction, control and leadership for all phases of the development program, from technical definit ...

  • Recrute Action

    Damage Insurance Agent

    Found in: Zoho Direct Apply - 2 days ago

    Recrute Action Laval, Canada

    Start date: May 6, 2024 · Damage Insurance Agent · Are you looking for a stimulating and dynamic job in a remote position? Would you like to be part of a team that believes in your potential and part of a great company that will help you advance in your career? This is the job fo ...