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 versatile 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 • Robust relationship-building skills • Ability to adapt in a rapid-paced environment • 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 Winnipeg
🏢 Sun Life
📍 Winnipeg