Consultant fonctionnel Sage 100 Finance working with clients in Finance integration projects. Analyzing needs and providing support during solution deployment and user assistance.
About the role
- Financial Services Consultant with Sun Life helping clients achieve lifetime financial security. Focused on retirement planning and client relationship management in a hybrid work environment.
Responsibilities
- Join our Group Retirement Savings Client Service Centre team at either 1 York overlooking the Toronto Harbour or our Montreal's Metcalfe office
- Support Sun Life clients with their wealth management needs
- Provide comprehensive portfolio reviews, assist with retirement planning and advise clients on financial decisions
- Strengthen client relationships, while achieving service & sales targets
- Proactively call existing Sun Life clients that have a Group Retirement Savings (GRS) plan & Group Insurance Benefit (GB) plan
- Consult with clients by providing investment and protection advice related to their financial needs
- Ensure all clients maintain an updated plan in order to achieve personal financial goals
- Review portfolio investments, product options, savings goals, and assist with asset consolidation
- Create an investment risk assessment profile for clients
Requirements
- Valid and active Life Insurance License (LLQP) or Insurance of person license in Quebec (PQAP)
- Willingness to obtain LLQP within 60 days
- A passion for building relationships and creating amazing client experiences
- 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
- 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
Benefits
- 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 including: 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
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