Financial Services Consultant - Client Relationship Team

sunlife.com.hk

Hybrid – 1 day per week in downtown montreal office
Sun Life is seeking a Financial Services Consultant for their Client Relationship Team, focusing on building relationships with existing clients to assist them with financial planning and wealth management. The role emphasizes providing tailored advice, achieving service and sales targets, and fostering long-term client relationships without cold calling

Matching Summary

Match Score: 85

Sun Life is seeking a Financial Services Consultant for their Client Relationship Team, focusing on building relationships with existing clients to assist them with financial planning and wealth management. The role emphasizes providing tailored advice, achieving service and sales targets, and fostering long-term client relationships without cold calling.

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