Financial Services Consultant, Client Relationship Team

Join Sun Life's Client Relationship team as a Financial Services Consultant in Toronto. You will support clients with wealth management, conduct portfolio reviews, and advise on financial decisions to help them achieve their goals. This hybrid role requires a Life Insurance License and focuses on building strong client relationships while meeting service and sales targets.

• Support clients with wealth management and retirement planning
• Conduct comprehensive portfolio reviews and financial consultations
• Build and strengthen client relationships
• Meet service and sales targets
• Requires Life Insurance License (LLQP)
• Hybrid work environment