Financial Services Consultant, Client Relationship Team

Sun Life•Toronto, ON

11d•Hybrid

About The Position

Sun Life is seeking a licensed Financial Services Consultant (FSC) to join their Group Retirement Savings Client Service Centre team in a hybrid role, requiring one day per week in their Toronto office. This position is central to Sun Life's mission of helping clients achieve lifetime financial security and healthier lives. As a member of the Client Relationship team, the FSC will support Sun Life clients with their wealth management needs, focusing on comprehensive portfolio reviews, retirement planning, and financial advice. The objective is to help clients achieve their financial goals, strengthen client relationships, and meet service and sales targets.

Requirements

Valid and active Life Insurance License (LLQP)
A passion for building relationships and creating amazing client experiences
Experience with selling and supporting clients with investment, savings products
Strong interpersonal and communication skills (verbal and written)
Ability to quickly build rapport and relationships with clients over the phone or video conferencing
Strong listening skills and the ability to ask probing questions to understand needs
Possess an owner’s mindset in order to build strong client experiences and loyalty, while contributing within a fast-paced evolving team
Ability to be agile and effectively manage changing priorities or processes
Self motivated and have the ability to work independently

Nice To Haves

Canadian Securities Course (CSC)- asset
Canadian Investment Fund Course (IFIC)- asset
Certified Financial Planner (CFP) designation or Financial planner designation (IQPF)- asset

Responsibilities

Proactively call existing Sun Life clients that have a Group Retirement Savings (GRS) plan & Group Insurance Benefit (GB) plan to establish a relationship where the objective is to educate members on their investments, benefits, and assist with product enrolment.
Consult with clients by providing investment and protection advice related to their financial needs, including savings, retirement income and insurance.
Partner with clients to be ‘retirement ready’, through the use of financial planning tools.
Ensure all clients maintain an updated plan in order to achieve personal financial goals.
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.
Contribute to sales and service targets by demonstrating to clients the value of their benefits available to them through their employer plans and assist with payroll deduction set ups, lump sum contributions and asset consolidation.

Benefits

A focus on the mental, physical, and financial health and wellbeing of our Employees; helping you to bring your best self to work
Flexibility of hybrid work environment
Competitive base salary with a quarterly bonus based on sales results
Rewards and Recognitions program which celebrates performance excellence
Comprehensive flexible benefits program including: Medical, dental, life, critical illness, and disability insurance
Lumino Health Virtual Care
Robust defined contribution pension plan
Stock Ownership and Savings Programs
Tuition assistance
Licensing fees covered
Career growth and professional development opportunities
Dynamic team environment and coaching from Managers