Shape financial futures as a Wealth Consultant with Sun Life, focusing on enhancing client savings and investments through dedicated support and guidance. Engage clients via calls and video for personalized advice.
In this role as a Financial Services Consultant, you'll be integral to helping existing Sun Life clients navigate their financial needs, from insurance to retirement savings. Building trust and creating enduring client relationships is at the heart of your daily work. Unlike typical sales roles, this position allows you to help clients sustain their financial well-being without the pressure of cold calling.
Key Responsibilities:
• Consult with clients about their financial needs
• Engage existing members to discuss asset retention




• Develop client risk assessment profiles
• Keep informed of financial product updates
• Meet or exceed predefined sales goals
Requirements:
• Active Life Insurance License (LLQP)
• Minimum 2-3 years in financial services
• Completion of a relevant college or university degree
• Excellent communication and relationship-building skills
• Experience with phone-based sales of insurance products
Drive financial security for clients by providing expert guidance in savings and investments at Sun Life.
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📌 Sun Life Wealth Consultant Role (Toronto)
🏢 Sun Life
📍 Toronto