Licensed Financial Services Consultant – Client Relationships (Toronto)

Licensed Financial Services Consultant – Client Relationships (Toronto)

24 Sep
|
SunLife
|
Toronto

24 Sep

SunLife

Toronto

Sun Life is seeking a licensed Financial Services Consultant to support Group Retirement Savings client relationships in Toronto. This hybrid role combines wealth management guidance, retirement planning, and client education to help members reach financial goals.

Key duties include conducting portfolio reviews, aiding with enrollment, and coordinating with payroll for contributions while achieving service and sales targets. A solid license and planning certifications are essential.

📌 Licensed Financial Services Consultant – Client Relationships (Toronto)
🏢 SunLife
📍 Toronto

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