Sun Life Bilingual Wealth Advisor (Montreal)

Sun Life Bilingual Wealth Advisor (Montreal)

23 Aug
|
Sun Life Québec
|
Montreal

23 Aug

Sun Life Québec

Montreal

Become a driving force in clients' financial journeys as a Bilingual Retirement Consultant at Sun Life, where your consultative sales approach makes all the difference. Engage with clients both online and in the office. This role on the Client Solutions team is poised for an individual ready to leverage bilingual skills to help clients achieve their retirement ambitions without cold calling.

You will facilitate meaningful discussions that reveal client needs and empower them with actionable solutions. Your contributions will focus on existing clients, enhancing their financial security. Key Responsibilities:

- Establish trust through meaningful client conversations
- Recommend investment and wealth solutions based on client profiles




- Assist clients in actionable retirement planning
- Create a consultative experience that enhances client loyalty
- Stay informed about financial trends and regulations Requirements:
- Current Life Insurance License (LLQP) or PQAP
- Bilingual in English and French, both orally and written
- 1-3 years of sales experience in financial services
- Excellent relationship-building and communication skills
- Highly organized and self-motivated Join Sun Life to positively impact client lives through dedicated service and expert guidance.

📌 Sun Life Bilingual Wealth Advisor (Montreal)
🏢 Sun Life Québec
📍 Montreal

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