Bilingual Financial Services Consultant

Position: Sun Life Bilingual Financial Services Consultant
Join Sun Life as a Bilingual Financial Services Consultant, engaging with existing clients to enhance their retirement savings remotely with one in-office meeting weekly in Montreal. Deliver personalized financial solutions tailored to clients’ unique needs.

Focus on helping Sun Life clients maximize their retirement savings by conducting consultations through phone and video. This role emphasizes building relationships and delivering a personalized client experience, along with the opportunity to strengthen skills and product knowledge while contributing to a collaborative team atmosphere.

Key Responsibilities:

• Proactively engage with current retirement savings clients

• Conduct in-depth phone and video consultations

• Recommend tailored financial and investment solutions

• Foster client relationships through personalized advice

• Stay updated on product and industry changes

Requirements:

• Active Life Insurance License (LLQP) or equivalent in Quebec

• Bilingual in French and English, both written and oral

• Expertise in financial communication and listening skills

• Experience with financial solutions is a plus

• Self-driven with accountability in a remote work environment

Utilize your bilingual skills to enhance financial outcomes for clients while advancing your career at Sun Life.
#J-18808-Ljbffr