Bilingual Credit Portfolio Associate managing client relationships and offering credit support. Working with a diverse client base in Montreal or Mississauga at Wells Fargo.
About the role
- Prospr Advisor at Sun Life Financial providing holistic wealth solutions for clients. Engage with clients over phone and digital tools to assess financial needs and offer tailored solutions.
Responsibilities
- Proactively call and take calls from new and existing insurance and investment clients, with the goal of providing holistic advice
- Engage with individual insurance and investment clients over the phone and through digital tools; with a focus of identifying needs and recommending solutions aligned with their goals
- Assess clients’ financial needs and recommend an appropriate investment and/or insurance solution to meet those needs
- Help clients be ‘retirement ready’ through the use of planning tools.
- Conduct investment risk assessments and provide solutions aligned with their investment profile
- Work closely with Branch Manager and support teams to stay current on product and regulatory updates
- Maintain registration and licensing in good standing as an MFDA Dealing representative across all provinces and territories in Canada
- Contribute to the team’s ongoing success by identifying continuous improvement opportunities to help improve the client experience, and products and services offered
- Foster and participate in a work environment which values people, invites creativity, celebrates learning and accountability and encourages employee engagement
Requirements
- Bachelor degree or 2+ years of relevant experience
- Valid sales and service experience (preferably in mutual fund sales)
- Strong knowledge and passion of retail investment products
- Experience doing business over the phone
- Strong knowledge and understanding of Mutual Fund Industry, Compliance and Dealer Operations practices
- Availability on a variable schedule Monday to Friday between 8am to 8pm
- Excellent communication skills, both written and verbal
- Strong relationship building skills
- Strong problem solving skills
- Adaptable and resourceful
- A valid and active Mutual Fund License (CIRO), or courses completed (IFIC or CSC certification) , allowing you to obtain the license immediately following the hire.
Benefits
- Medical, dental, life, and disability insurance
- Employee matched pension plan
- Stock purchase plan
- 3 weeks paid vacation
- Licensing fees covered
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