Sun Life
Published
March 17, 2024
Location
Montreal, Canada
Category
Job Type

Description

Financial Experience not necessary. Welcome to Career Changers. Welcome to candidates speaking other languages than French.

A financial advisor provides advice about insurance and investments to Clients through a thorough review of their needs. Successful advisors build long-term relationships with Clients, help them build a solid financial strategy and put the right products in place throughout their various life stages. Here are some of the more common activities performed by financial advisors:

  • Meeting with prospects and Clients
  • Gathering information about their future financial goals as well as reviewing their current financial state
  • Helping build a financial roadmap Clients achieve these goals
  • Recommending suitable insurance and/or investment products that align with this financial strategy
  • Meeting with Clients regularly to ensure their plan continues to stay up to date as the Client’s life situation changes (family, career, housing, etc.)
  • Completing on-going training and professional development to remain current with industry and regulatory environment changes
  • Obtaining professional accreditations and designations (such as Certified Financial Planner – CFP)
  • Staying connected within their community through on-going referral, marketing, and networking activities.

En tant que conseiller Sun Life, vous aurez droit à une rémunération concurrentielle, à une reconnaissance constante et à des format

Rencontrer les Clients potentiels et existants afin de passer en revue leurs objectifs

  • Donner des conseils judicieux sur les produits d’assurance-vie et d’assurance-santé pour protéger les Clients contre les risques
  • Offrir des solutions financières personnalisées et continues aux Clients pour les aider à atteindre leurs objectifs à long terme en matière de placement et de retraite
  • Lancer votre entreprise et faire croître vos affaires au moyen de recommandations

 

Only registered members can apply for jobs.

Related Jobs

Warehouse Maintenance Worker   Montréal, Canada new
April 23, 2024
Account Coordinator   4810 Jean-Talon O., Montreal, Canada new
April 22, 2024
Customer Service Representative - On Site   5075 rue de Sorel Montreal, H4P 1G6, Montreal, Canada new
April 17, 2024
cabinet maker   5333 Casgrain, suite 418, Montreal, Canada new
April 16, 2024