Bilingual Advisor - Wealth, Prospr by Sun Life

Job Description

Be part of a unique change!

At Sun Life Financial, the client is at the center of everything we do. As an IFIC certified Prospr Advisor, your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives.

About the role

You will work with dynamic colleagues—experts in their fields—who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights.

Your daily work will involve:

• Proactively calling and taking calls from new and existing insurance and investment clients, with the goal of providing holistic advice
• Engaging with individual insurance and investment clients over the phone and through digital tools; focusing on identifying needs and recommending solutions aligned with their goals
• Assessing clients' financial needs and recommending an appropriate investment and/or insurance solution to meet those needs
• Helping clients be 'retirement ready' through the use of planning tools
• Conducting investment risk assessments and providing solutions aligned with their investment profile
• Working closely with Branch Manager and support teams to stay current on product and regulatory updates
• Maintaining registration and licensing in good standing as an MFDA Dealing representative across all provinces and territories in Canada
• Contributing to the team’s ongoing success by identifying continuous improvement opportunities to help improve the client experience, and products and services offered
• Fostering and participating in a work environment which values people, invites creativity, celebrates learning and accountability, and encourages employee engagement

Requirements

Requirements include:

• A bachelor degree or 2+ years of relevant experience
• Valid sales and service experience (preferably in mutual fund sales)
• Strong knowledge and passion of retail investment products
• Experience doing business over the phone
• Strong knowledge and understanding of Mutual Fund Industry, Compliance, and Dealer Operations practices
• Excellent communication skills, both written and verbal
• Strong relationship building skills
• Strong problem solving skills
• Adaptable and resourceful
• Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide
• A valid and active Mutual Fund License (CIRO), or courses completed (IFIC or CSC certification), allowing you to obtain the license immediately following the hire

Qualifications

Qualifications include:

• Certified Financial Planner (CFP) or Certified Specialist in Personal Finance (Fin. Pl.) designation
• Experience in blended or outbound Call Centre or telephone servicing
• Ability to leverage digital tools to create engaging client interactions
• Ability to use Salesforce.com for client relationship management

Skills

Skills include:

• Knowledge of retail investment products
• Ability to identify and recommend appropriate investment and/or insurance solutions
• Strong communication and relationship building skills
• Problem-solving abilities
• Adaptability and resourcefulness
• Bilingualism (French, English, both oral and written)

Benefits

The opportunity to work in an environment committed to continuous improvement as well as personal growth and career development

The ability to be part of a new and evolving Prospr Team – you will be contributing to shaping the future of the business!

The chance to work in a positive, dynamic, and collaborative work environment where you are encouraged to share your ideas and be heard

Work under a hybrid model where you get to balance home and life by collaborating with your peers and managers in our Sun Life offices located in downtown Toronto or Montreal a few days per week

Competitive Salary and annual incentive plan

A Comprehensive benefits package which includes:

• Medical, dental, life, and disability insurance
• Employee matched pension plan
• Stock purchase plan
• 3 weeks paid vacation

Licensing fees covered

The opportunity to work in an environment committed to continuous improvement as well as personal growth and career development

The ability to be part of a new and evolving Prospr Team – you will be contributing to shaping the future of the business!

The chance to work in a positive, dynamic, and collaborative work environment where you are encouraged to share your ideas and be heard

Salary Range: $58,000 - $93,000 annually

In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.