Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

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.

Tailor my resume

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.

Get my score

About the Role

As a licensed Financial Services Consultant (FSC), you will directly contribute to Sun Life's mission of helping clients achieve lifetime financial security and live healthier lives. You will support clients with their wealth management needs, provide comprehensive portfolio reviews, assist with retirement planning, and advise on financial decisions to help them achieve their financial goals. Your objective is to strengthen client relationships while achieving service and sales targets.

Responsibilities

• Proactively call existing Sun Life clients with a Group Retirement Savings (GRS) plan to establish relationships and 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, ensuring 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 their investments with their desired risk tolerance.
• Contribute to sales and service targets by demonstrating the value of employer-provided 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
• Bilingualism (French, English, both oral and written) is required for Quebec only.

Skills

• Investment advice
• Retirement planning
• Financial planning
• Client relationship management
• Sales
• Service
• Communication
• Interpersonal skills
• Listening skills
• Agility
• Self-motivation

Location

• 1 York, Toronto Harbour, Toronto, ON, Canada

Work Type

• Hybrid (once per week in office)
• Full-time

Experience Level

• Not specified

Education Level

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

Salary/Compensations

• 65,000 - 98,000

Benefits

• Competitive base salary with a quarterly bonus based on sales results
• Focus on mental, physical, and financial health and wellbeing
• 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

• Sun Life is driven by its Purpose: helping Clients achieve lifetime financial security and live healthier lives.
• Values: caring, authentic, bold, inspiring, and impactful.
• A hybrid organization offering employees the choice and flexibility to work from both the office and virtually.

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.