Financial Services Consultant - Client Relationship Team

Job Summary

Position: Licensed Financial Services Consultant (FSC)Location: Hybrid – 1 day per week in downtown Montreal officeRole: Support Sun Life clients with their wealth management needs, focusing on existing clients with Group Retirement Savings (GRS) and Group Insurance Benefit (GB) plans.

Responsibilities

• Proactively call existing clients to build relationships and educate them on investments, benefits, and product enrollment.
• Provide investment and protection advice related to savings, retirement income, and insurance.
• Partner with clients to become ‘retirement ready’ using financial planning tools.
• Ensure clients maintain updated plans to achieve their financial goals.
• Review portfolio investments, product options, savings goals, and assist with asset consolidation.
• Create investment risk assessment profiles to align clients’ investments with their risk tolerance.
• Contribute to sales an...