Elevate your career as a Financial Services Consultant at Sun Life, where you’ll assist clients in managing their wealth in a hybrid work model. Make a difference through direct client relationship management.

Joining the Client Relationship Team means you’ll play a crucial role in helping clients navigate their financial goals. You will conduct comprehensive portfolio reviews and provide tailored retirement planning advice, ensuring clients feel secure and well-informed. This position allows you to work remotely and in-office, offering flexible engagement with clients.

Key Responsibilities:
• Contact existing clients to educate them on financial plans
• Offer investment advice tailored to specific needs
• Support clients in achieving retirement readiness




• Review and align investment portfolios with goals
• Create assessment profiles matching client risk tolerance

Requirements:
• Valid Life Insurance License (LLQP)
• Proven experience in investment and savings product sales
• Strong relationship-building skills
• Ability to adapt in a fast-paced workplace
• Self-starter capable of independent work

Help drive financial success for clients with your expertise as part of Sun Life's commitment to client-centered service.
#J-18808-Ljbffr

📌 Wealth Management Consultant at Sun Life (Ontario)
🏢 Sun Life
📍 Ontario