Drive your impact as a Financial Services Consultant, Wealth, at Sun Life, available in British Columbia or Alberta. This hybrid job accentuates client engagement and personalized financial solutions.
Sun Life is expanding its team of Financial Services Consultants within the Group Retirement Services unit. You’ll connect with existing clients to help them navigate their retirement savings and options. Your role will involve using your sales skills to foster meaningful interactions and deliver significant financial outcomes for clients.
Key Responsibilities:
• Maintain contact with current Sun Life retirement plan clients
• Perform phone consultations to identify client objectives
• Offer personalized investment and insurance recommendations




• Cultivate long-term relationships through expert client care
• Keep informed on market trends and regulatory changes
Requirements:
• Active Life Insurance License (LLQP)
• Proven ability to communicate effectively and build rapport
• Background in financial product sales beneficial
• Solid analytical and listening skills
• Completion of a degree or relevant experience, demonstrating ambition
Capitalize on your sales expertise while ensuring clients achieve their retirement aspirations.
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📌 Financial Services Consultant Wealth Hybrid Role Fairview
🏢 Sun Life
📍 Fairview