Financial Services Consultant - Client Relationship Team

Sun Life

Montreal, Canada
Base: 58,000 - 93,000; bonus/equity: not specified...
Hybrid
Strong interpersonal and communication skills
Experience with investment and savings products
Bilingualism in french and english
As a licensed Financial Services Consultant, your work will contribute to helping clients achieve lifetime financial security

Job Summary

  • As a licensed Financial Services Consultant, your work will contribute to helping clients achieve lifetime financial security.
  • You will support clients with their wealth management needs and assist with retirement planning.
  • Sun Life offers a hybrid work environment and a focus on employee wellbeing.

Matching Summary

As a licensed Financial Services Consultant, your work will contribute to helping clients achieve lifetime financial security.

Salary

Base: 58,000 - 93,000; Bonus/Equity: Not specified; Benefits: Comprehensive flexible benefits program

Skills & Requirements

Must-have

  • Strong interpersonal and communication skills
  • Experience with investment and savings products
  • Bilingualism in French and English

Nice-to-have

  • Passion for building client relationships
  • Ability to work independently
  • Agility in managing changing priorities

Key Requirements

  • Valid and active Life Insurance License (LLQP)
  • Willingness to obtain LLQP within 60 days
  • Canadian Securities Course (CSC) - asset

Work Rights

Not specified

Tailored Resume

Cover Letter