Investment Financial Services Representative

Youll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Discover how you can make a difference in the lives of individuals families and communities around the world.

Location: This role is hybrid (minimum once per week in office downtown Toronto)

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.

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 retirement income and insurance .
Create a risk assessment profile for wealth clients to align their investments to their desired risk tolerance.
Valid and active Life Insurance License (LLQP)
Minimum of 2 -3 years of financial services / sales experience is preferred.Ability to quickly build rapport and relationships with clients over the phone / video conferencing
Experience selling insurance products over the phone is an asset

helping you to bring your best self to work.
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
It may vary depending on the work location of the successful candidate or other addition to Base Pay eligible Sun Life employees participate in various incentive plans payment under which is discretionary and subject to individual and company performance. 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. 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 .

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.

Contract