Financial Services Consultant- Wealth
Sun Life • Montreal, Canada
Role Description
Job Description
:Location: This role is hybrid (minimum once per week in office, downtown Montreal)
At Sun Life, our clients are at the centre of everything we do. As a licensed Financial Services Consultant (FSC); Wealth, your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. As a member of our Client Services team, you will support Sun Life clients with their saving needs by speaking with clients over the phone / video and providing recommendations that meet their needs.
What will you do?
Proactively call existing Sun Life Group Retirement Savings plan members who are leaving or have left their employer retirement / savings plan to discuss the benefits of keeping their assets with Sun Life.
Provide consultation to clients by providing investment and protection guidance related to their financial needs, including savings, ret...