Financial Services Consultant, Client Relationship

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.
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At Sun Life, we put our employees first. We have a flexible culture, a range of benefits, agile work environment and a strong focus on wellness and sustainability. Not only do we put our employees first, but our clients are at the center of everything we do. As one of the largest employers, group pension and benefit provider in Canada; our team’s purpose is to help existing clients through out their Sun Life journey, to support them in achieving lifetime financial security and live healthier lives.
As a Financial Services Consultant, Client Relationship you will be responsible for building relationships with clients’ of our personal Group Choices plan. Your objective is to provide comprehensive portfolio reviews, assist with retirement planning discussions and advise clients on financial decisions while helping them achieve their financial goals. You will be tasked with strengthening client relationships, while achieving service & sales targets. Through this role you will be an ambassador of Sun Life’s Client Experience vision, where you will demonstrate CARE, inspire CONFIDENCE and make it EASY for clients to do business with Sun Life. You will ensure the delivery of amazing client experiences for new Group Choices clients as well improve loyalty and retention of existing clients.
Main accountabilities:

• Provide investment advice to clients, through consultation related to their financial needs, including savings, and retirement income.
• Successfully achieve sales targets by building great relationship and delivering a wonderful client experience.
• Review portfolio investments, product options, savings goals, and assist with asset consolidation.
• Create an investment risk assessment profile for clients. This will support them in aligning their investments to their desired risk tolerance.
• Keep abreast of product changes, understand new products that that come to market, keep a pulse on industry changes and competitor products.
• Connect with clients by phone and educate them on the benefits of their Group Choices plan while encouraging them to save with Sun Life.
• Partner with clients to be ‘retirement ready’ through the use of planning tools. Ensure all clients maintain an updated plan in order to achieve personal goals.

Note: This role does NOT require any prospecting of new clients or cold calling. You will be interacting with existing clients of Sun Life.
What we are looking for:

• Financial Services industry experience in an advisory capacity
• Contact Centre experience
• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only to answer calls from English and French-speaking clients across Canada or worldwide.
• Valid and active Life Insurance License (LLQP) or Insurance of person license in Quebec (1a)

Assets:

• Certified Financial Planning designation (CFP or IQPF)
• Successful completion of the Canadian Securities Course (CSC) and/or Canadian Investment Fund Course (IFIC)

Working hours:
Our Client Service Centre takes calls from clients between the hours of 8 a.m. to 8 p.m. Employees are scheduled for a consistent shift three out of four weeks.
Your Manager will work with you to identify a primary shift that works best for your needs. You will work this shift for 3 weeks and on the 4th week you may be scheduled for a less popular shift time i.e. 12 – 8 p.m.
Why join Sun Life:

• Career growth and professional development opportunities
• Comprehensive flexible benefits program including:
• Medical, dental, life, critical illness and disability insurance
• Robust defined contribution pension plan
• Stock Ownership and Savings Programs
• Lumino Health Virtual Care
• Rewards and Recognition program which celebrates performance excellence.
• Tuition assistance
• Licensing fees covered
• 3 weeks paid vacation to start which increases with service
• A focus on the mental, physical, and financial health and wellbeing of our Employees; helping you to bring your best self to work
• Competitive salary with annual bonus (no sales bonus)

When a new position becomes available which matches your background and experience, the base pay range will be disclosed and correspond to the opportunity Sun Life will consider you for.
In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.
Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.
Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to [email protected].
At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Job Category:
Sales - Client Relationship Management
Posting End Date:
14/07/2023