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 rapid-paced setting
- 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.

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