Client Financial Services Agent supporting Desjardins members with investment, financing, and protection products. Assisting advisors, resolving client requests, and supporting sales development.
About the role
- Sun Life financial advisor helping clients achieve lifetime financial security and healthier lives. Building financial plans, recommending insurance and investment products, and growing a community-based practice.
Responsibilities
- Prepare and execute strategies to attract and connect with new Clients
- Conduct meetings with prospective and existing Clients
- Review Clients’ current financial state and gather information about future goals
- Build financial roadmaps to help Clients achieve their goals
- Recommend and implement suitable insurance and investment products
- Continue meeting with Clients to keep plans up to date as life situations change
- Complete ongoing training and professional development to remain current with industry changes
- Obtain professional accreditations and designations throughout the career
- Stay connected within the community through networking, marketing, and referrals
Requirements
- History of achievement in professional, academic, athletic, or other areas
- Enjoys engaging, developing, and maintaining relationships with people
- Disciplined and self-motivated
- Goal-oriented with a strong work ethic
- Continuous learner with a deep interest in helping others
- Excellent communication skills
- College/University degree
- Some professional experience
- Must be legally entitled to work in Canada
- LLQP and/or Mutual Fund license or course/exam completion are optional assets
Benefits
- Unlimited earning potential with compensation tied to achievements and an ongoing stream of income
- “Earn while you learn” monthly bonuses
- Independence and flexibility to build your work around important things in your life
- Hands-on dedicated local support
- Recognition program with prizes and travel incentives, including Conventions, Learning Retreats, Awards of Excellence, and stock ownership
- Leading-edge technology
- On-going training and professional development
- Professional accreditations and designations throughout the career
- Supportive, flexible, and inclusive work environment
- Collaborative leaders and colleagues who help you learn, grow, and succeed
Job title
Job type
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