Become a Licensed Financial Services Consultant with Sun Life, located in a hybrid setting in Montreal. Support clients in their wealth management through tailored investment and insurance advice.
This role is designed for individuals with a strong background in financial services, ideally with 2-3 years of experience. As you help clients navigate their Group Retirement Savings and Insurance Benefit plans, effective communication and a solid understanding of financial products will be key. A Life Insurance License (LLQP) and bilingual capabilities in French and English are essential for client engagement.
Key Responsibilities:
• Actively engage with clients to strengthen relationships
• Provide strategic investment and protection guidance
• Assist clients in becoming retirement ready
• Regularly assess client portfolios and recommend adjustments
• Promote the value of employer-provided benefits
Requirements:
• Current Life Insurance License (LLQP)
• 2-3 ye...