Senior Financial Analyst supporting Sun Life Canada’s expense consolidation, forecasting and reporting. Building financial models and advising business leaders to optimize operational expenditures.
About the role
- Financial Services Consultant advising Sun Life clients on investments, retirement planning, and wealth management. Building relationships while achieving service and sales targets.
Responsibilities
- Proactively call existing Sun Life clients with Group Retirement Savings plans to establish relationships
- Educate members on investments, assist with product enrolment and asset consolidation
- Provide investment advice related to clients’ financial needs, including savings and retirement income
- Use financial planning tools to help clients become retirement ready and maintain updated plans
- Review portfolio investments, product options, and savings goals
- Assist with asset consolidation
- Create investment risk assessment profiles aligned with clients’ risk tolerance
- Demonstrate the value of employer-plan benefits and assist with payroll deduction setups, lump-sum contributions, and asset consolidation
- Achieve service and sales targets while strengthening client relationships
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 in order to build strong client experiences and loyalty, while contributing within a fast-paced evolving team
- Ability to be agile and effectively manage changing priorities or processes
- Self motivated and have the ability to work independently
- Canadian Securities Course (CSC) - asset
- Canadian Investment Fund Course (IFIC) - asset
- Certified Financial Planner (CFP) designation or Financial planner designation (IQPF) - asset
- Bilingualism (French, English, both oral and written) is required for Quebec only
Benefits
- A focus on the mental, physical, and financial health and wellbeing of our Employees
- Flexibility of hybrid work environment
- Competitive base salary with a quarterly bonus based on sales results
- Rewards and Recognitions program which celebrates performance excellence
- 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
- Hybrid work environment
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