Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Financial Services Consultant, Client Relationship Team role.
Rezi rewrites your resume against Sun Life's job description. Free.
Tailor your resume to this Financial Services Consultant, Client Relationship Team role.
Rezi rewrites your resume against Sun Life's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Financial Services Consultant, Client Relationship Team posting at Sun Life — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Financial Services Consultant, Client Relationship Team posting at Sun Life — free, in seconds.
About the Role
As a licensed Financial Services Consultant (FSC), you will support Sun Life clients with their wealth management needs. Your objective is to provide comprehensive portfolio reviews, assist with retirement planning, and advise clients on financial decisions while helping them achieve their financial goals. You will be tasked with strengthening client relationships while achieving service and sales targets.
Responsibilities
- Proactively call existing Sun Life clients with a Group Retirement Savings (GRS) plan to educate members on investments, assist with product enrollment, and asset consolidation.
- Consult with clients by providing investment advice related to their financial needs, including savings and retirement income.
- Partner with clients to be ‘retirement ready’ through the use of financial planning tools.
- Ensure all clients maintain an updated plan 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 to align investments with desired risk tolerance.
- Contribute to sales and service targets by demonstrating the value of employer plan benefits and assisting with payroll deduction setups, lump sum contributions, and asset consolidation.
Requirements
- Valid and active Life Insurance License (LLQP)
- 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 to build strong client experiences and loyalty within a fast-paced evolving team
- Ability to be agile and effectively manage changing priorities or processes
- Self-motivated with the ability to work independently
Skills
- Relationship building
- Client experience
- Investment sales
- Savings products support
- Interpersonal communication
- Verbal communication
- Written communication
- Rapport building
- Phone communication
- Video conferencing
- Active listening
- Probing questions
- Owner's mindset
- Agility
- Adaptability
- Self-motivation
- Independent work
Location
- Toronto Harbour
- Direct PATH access to Union Station
Work Type
- Hybrid (once per week in office)
- Hybrid work environment
Experience Level
- Sales - SIP
Education Level
- Canadian Securities Course (CSC) - asset
- Canadian Investment Fund Course (IFIC) - asset
- Certified Financial Planner (CFP) designation - asset
- Financial planner designation (IQPF) - asset
Salary/Compensations
- 60,000 - 97,000
Benefits
- Competitive base salary with a quarterly bonus based on sales results
- Rewards and Recognitions program
- Comprehensive flexible benefits program
- 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
About the Company
- At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives.
- Our values shape how we work: caring, authentic, bold, inspiring, and impactful.
- When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.
- Discover how you can make a difference in the lives of individuals, families and communities around the world.
Equal Opportunity
- 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 thebrightside@sunlife.com.
- We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you.
- We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.