Financial Services Consultant - Client Relationship Team (Montreal)

Location

Hybrid – 1 day per week in downtown Montreal office.

Responsibilities

• Proactively call existing Sun Life clients with a Group Retirement Savings (GRS) plan and Group Insurance Benefit (GB) plan to establish a relationship, educate members on investments and benefits, and assist with product enrollment.
• Consult clients by providing investment and protection advice related to savings, retirement income, and insurance.
• Partner with clients to be ‘retirement ready’, using financial planning tools and ensuring updated plans to achieve personal financial goals.
• Review portfolio investments, product options, savings goals, and assist with asset consolidation.
• Create an investment risk assessment profile to support clients in aligning investments to their desired risk tolerance.
• Contribute to sales and service targets by demonstrating the value of employer plan perks, and assisting with payroll deduction ...