Transform client experiences as a Financial Services Consultant at Sun Life. This hybrid position allows you to make a positive impact in clients' financial planning and investment strategies.

Your role involves direct engagement with clients holding Group Retirement Savings plans. You will focus on educating them about their investments and assisting with their financial decisions. With robust interpersonal skills, you will collaborate with clients to review their portfolios and ensure they are on track to meet their goals.

Key Responsibilities:
• Proactively communicate with clients about GRS plans
• Consult on investment and financial needs
• Support clients in becoming ‘retirement ready’
• Review savings goals and portfolio investments
• Create risk assessments for aligning investments

Requirements:
• Valid Life Insurance License (LLQP)
• Background in investment and savings solutions
• Strong communication and listening skills
• Ability to connect with clients virtually
• Self-directed with an owner’s mindset

Elevate your career at Sun Life and support clients in achieving financial security and health.
#J-18808-Ljbffr

📌 Sun Life Financial Services Consultant (Ontario)
🏢 Sun Life
📍 Ontario