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 adaptable 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
Solid 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 (Canada)
🏢 Sun Life
📍 Canada