Client Relationship Consultant

Position: Sun Life Client Relationship Consultant
Excel as a Financial Services Consultant at Sun Life, focusing on client relationships in Montreal or Toronto. Provide essential wealth management guidance and portfolio reviews to help clients achieve financial security.

In this hybrid role, you'll support existing Sun Life clients by addressing their Group Retirement Savings and Insurance needs. Your expertise will assist clients in navigating retirement planning and investment choices, strengthening their financial literacy. This position focuses on building trust and understanding their unique goals while meeting service and sales targets.

Key Responsibilities:

• Proactively engage clients with Group Retirement Savings plans

• Provide tailored investment and protection advice

• Create comprehensive financial plans and review portfolios

• Assist with asset consolidation and payout options

• Foster strong relationships without cold calling

Requirements:

• Valid Life Insurance License (LLQP) required

• 2-3 years of financial services experience preferred

• College or university degree or equivalent

• Bilingual in English and French for Quebec

• Strong communication and interpersonal skills

Your role will empower clients through informed financial decision-making and solid relationships in the heart of Sun Life's mission.
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