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 individuals, families, and businesses achieve lifetime financial security. Building client relationships, creating financial roadmaps, and implementing insurance and investment solutions.
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
- Stay current with industry changes through ongoing training and professional development
- 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
- Sun Life will not sponsor authorization to work in Canada, work permits, or permanent residency
- LLQP and/or Mutual Fund license or course/exam completion is optional
Benefits
- Unlimited earning potential with compensation tied to achievements and an ongoing stream of income
- “Earn while you learn” monthly bonuses
- Purpose-driven career helping people in the community
- Independence and flexibility to build work around important life priorities
- Hands-on dedicated local support
- Recognition program with prizes and travel incentives, including Conventions, Learning Retreats, and Awards of Excellence
- Stock ownership
- Leading-edge technology
- Ongoing training and professional development
- Culture celebrating excellence and inclusivity
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Independent financial advisor building insurance and wealth portfolios for Canadians with Co - operators. Growing a client base through prospecting, networking, referrals, and community engagement.
Independent financial advisor building insurance and wealth portfolios for Co - operators across Canada. Growing a community - based advisory practice through prospecting, relationships, and business development.
Finance managers partnering with Western Canadian co - ops through budgeting, forecasting, and performance analysis. Providing strategic insights for investment, cash flow, and business decisions.
Financial Analyst II supporting Seaspan Shipyards, a Canadian shipbuilder serving naval, coast guard, and commercial vessels. Developing cost analysis, forecasts, reporting, and performance metrics.
Real estate investment associate underwriting acquisitions and developments for Broccolini, a Canadian construction, development, and real - estate services provider. Building financial models, supporting financing, and reporting portfolio performance.
Assistant Manager overseeing General Motors’ marketing financial operations, budgeting, reporting, accounting, and procurement. Supporting national and regional retail stakeholders in Oshawa’s hybrid team.
Mobile financial services representative selling chequing and savings accounts to Costco members for CIBC. Delivering client service, referrals, transactions, and digital banking support across BC kiosks.
Responsable des finances d’un office d’habitation québécois offrant des logements abordables. Supervision comptable, budgets, trésorerie, conformité réglementaire et conseil stratégique à la direction.
Financial Accountant supporting period - end close, audits, and compliance for RB Global’s commercial - asset marketplace. Preparing reconciliations, working papers, variance analyses, and statutory reports.