Financial Services Consultant, Client Relationship Team

Sun Life is seeking a Financial Services Consultant to join their Client Relationship team in Toronto. This hybrid role involves educating clients on investments, assisting with retirement planning, and advising on financial decisions to help them achieve their goals. You will also be responsible for strengthening client relationships and meeting service and sales targets.

• Educate GRS plan members on investments
• Assist clients with retirement planning and financial decisions
• Review portfolio investments and product options
• Strengthen client relationships and achieve sales targets
• Requires LLQP license
• Hybrid work environment