Join Sun Life Financial as a Prospr Advisor and be a part of transforming clients' financial futures. This hybrid work model focuses on delivering expert financial advice and solutions. In this agile role, you will engage with current and existing clients over the phone and digital tools, providing holistic financial guidance.

The position offers opportunities for personal growth while you contribute to clients' lifetime financial security. Collaborate in a supportive setting at our downtown Montreal office on selected days. Key Responsibilities:
Provide personalized advice to insurance and investment clients
Identify client needs and recommend targeted solutions
Assist clients in preparing for retirement using planning tools
Stay informed on product updates and regulatory changes
Share continuous improvement ideas for client experiences Requirements:
Bachelor’s degree or 2+ years of experience in sales
Familiarity with insurance sales and service
Strong understanding of Mutual Fund Industry practices
Excellent verbal and written communication skills
Bilingual in French and English required Elevate your career by making a difference for clients at Sun Life Financial.

📌 Sun Life Financial Prospr Advisor Role Montreal
🏢 Sun Life Québec
📍 Montreal