Join Our Diverse Team - Sun Life Financial

Location: Ontario, Canada
Job Types: Full Time
Timing/Shifts: 5.5 Day Week

UP TO $ 13,500 / month

About Sun Life Financial:

Sun Life Financial is a leading international financial services organization dedicated to helping our clients achieve lifetime financial security and live healthier lives. With a strong commitment to diversity and inclusivity, we believe that our differences make us stronger, delivering innovative solutions and better results for our clients.

Position: Financial Solutions Specialist

Job Description:

An exciting opportunity awaits you to join our team as a Financial Solutions Specialist. In this role, you will be responsible for providing comprehensive financial advice and assistance to individuals and businesses.
Conduct client interviews to understand their financial goals and objectives.
Evaluate client financial information, assess their needs, and recommend suitable financial products and services.
Educate clients on investment strategies, retirement planning, insurance, and wealth management.
Assist clients in creating personalized financial plans to meet their short- and long-term financial objectives.
Collaborate with cross-functional teams to deliver high-quality financial solutions to our diverse client base.

Qualifications:

A bachelor's degree in business, economics, or a related discipline.
Minimum of 3 years of experience in the financial services industry.
Strong knowledge of investment products, insurance options, and financial planning strategies.
Excellent communication, interpersonal, and problem-solving skills.
Ability to work in a fast-paced environment while maintaining accuracy and attention to detail.

Why Join Us:

Be part of a dynamic and inclusive work environment that values collaboration, innovation, and professional growth.
Benefit from ongoing training and development programs to enhance your skills and advance your career.
Enjoy a competitive compensation package and a comprehensive benefits package, including health insurance, retirement plans, and wellness programs.
Join a company that celebrates diversity and actively promotes an inclusive culture.
Make a difference in the lives of our clients by helping them achieve their financial goals.