Financial Services Consultant - Sun Life, Toronto

AI Summary

This Financial Services Consultant, Wealth role at Sun Life in Toronto involves supporting existing clients with their saving needs and providing investment and protection guidance. You will help clients achieve lifetime financial security by offering tailored financial services. Key requirements include a valid LLQP license and 2-3 years of financial services or sales experience. This hybrid position offers a chance to make a real difference in people's lives.

About the Opportunity at Sun Life

As a Financial Services Consultant, Wealth, at Sun Life, you will play a pivotal role in helping clients achieve their lifetime financial security goals. This unique opportunity focuses on proactively engaging with existing Sun Life Group Retirement Savings plan members, particularly those transitioning from their employer plans. You will provide comprehensive consultation, offering expert investment and protection guidance tailored to their individual financial needs, including savings, retirement income, and insurance. This is more than a traditional sales role; it's about building lasting trust and simplifying complex financial choices for our valued clients. The emphasis is on nurturing meaningful relationships without the need for cold calling or new client prospecting, allowing you to truly focus on the needs of those you serve. Your work directly contributes to the mission of Sun Life, making a tangible difference in people's lives every day.

What You Bring to Sun Life

To excel in this Financial Services Consultant role, candidates must possess a valid and active Life Insurance License (LLQP). A minimum of two to three years of financial services or sales experience is preferred, demonstrating a proven track record in the industry. Completion of a college or university degree, or equivalent related experience, is also expected. Strong interpersonal and communication skills, both verbal and written, are essential for effectively building rapport and relationships with clients over the phone and via video conferencing. The ability to listen effectively and ask probing questions to understand client needs comprehensively is critical. This position requires a self-motivated individual who can work independently, contributing to sales targets by meeting or exceeding objectives while providing exceptional service. Previous experience selling insurance products over the phone would be considered a valuable asset, enhancing your ability to deliver comprehensive financial services.

Why Choose a Career with Sun Life

Joining Sun Life means becoming part of an inclusive culture where diverse perspectives are valued, and voices are heard. Sun Life offers clear pathways for career growth and development, with ongoing learning opportunities to help you reach your full potential. Employees benefit from a hybrid work model that supports flexibility and wellbeing, alongside comprehensive flexible benefits including medical, dental, life, critical illness, and disability insurance. A robust defined contribution pension plan, matching stock ownership, and savings programs further enhance the total compensation package. Sun Life is committed to helping Canadians build financial security, providing purpose-driven work that makes a real impact. Top performers are rewarded not just with a competitive base salary and quarterly bonus based on sales results, but also with exclusive platinum leadership trips, celebrating outstanding achievements. This commitment to employee success and client satisfaction makes a career with Sun Life a truly rewarding experience.