Financial Services Consultant, Wealth

Sunriseatwolfchase

Calgary, Alberta, Canada
Base: $60,000 - $97,000; bonus/equity: not specifi...
Hybrid
Sales focus
Client relationship building
Phone-based consultations
Work with existing Sun Life Group Retirement Savings plan members to help them make informed decisions about their financial future

Job Summary

  • Work with existing Sun Life Group Retirement Savings plan members to help them make informed decisions about their financial future.
  • Build meaningful client relationships and deliver tailored solutions to help clients achieve their retirement goals.
  • Enjoy a flexible hybrid or remote work model, with opportunities for career growth and development.

Matching Summary

Work with existing Sun Life Group Retirement Savings plan members to help them make informed decisions about their financial future.

Salary

Base: $60,000 - $97,000; Bonus/Equity: Not specified; Benefits: Comprehensive benefits program including medical, dental, life, critical illness, and disability insurance

Skills & Requirements

Must-have

  • Sales focus
  • Client relationship building
  • Phone-based consultations
  • Retirement planning
  • Licensed professional

Nice-to-have

  • Remote work flexibility
  • Team collaboration
  • Client-centric mindset

Key Requirements

  • Valid Life Insurance License (LLQP)
  • Strong communication skills
  • Experience in financial services sales
  • Bachelor's degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter