Bilingual Advisor - Wealth, Prospr by Sun Life

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.  

As a member of our dynamic team, you will provide holistic Wealth solutions for new and existing clients. You are a team player who enjoys helping Canadians meet their short and long-term financial goals. Are you a solution oriented and effective communicator, who uses active listening to understand client needs and provide tailored and timely recommendations; and you thrive in a work environment committed to continuous improvement, personal growth, and your professional development? 

Above all, you do get satisfaction and enjoyment in helping others? If so, apply or reach out to our recruiter Katy today!  She's friendly, available for all your questions and has a lot of information to share since she's been recruiting for Prospr since it was first established in 2019.

Why join our team under the sun? The reasons are as diverse as the people who work here. Here are some examples of what’s in it for you: 

• 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 

Reporting to the Manager, Prospr, what will you do?
•    Proactively call and take calls from new and existing insurance and investment clients, with the goal of providing holistic advice 

•    Engage with individual insurance and investment clients over the phone and through digital tools; with a focus of identifying needs and recommending solutions aligned with their goals 

•    Assess clients’ financial needs and recommend an appropriate investment and/or insurance solution to meet those needs 
•    Help clients be ‘retirement ready’ through the use of planning tools. 
•    Conduct investment risk assessments and provide solutions aligned with their investment profile 
•    Work closely with Branch Manager and support teams to stay current on product and regulatory updates 
•    Maintain registration and licensing in good standing as an MFDA Dealing representative across all provinces and territories in Canada  
•    Contribute to the team’s ongoing success by identifying continuous improvement opportunities to help improve the client experience, and products and services offered   
•    Foster and participate in a work environment which values people, invites creativity, celebrates learning and accountability and encourages employee engagement 

What do you need to succeed? 

•   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 
•    Availability on a variable schedule Monday to Friday between 8am to 8pm 

•    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.

Required Licensing:

•    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.

Assets:

•    CFP/Fin. Pl. designation 
•    Experience in blended or outbound Call Centre or telephone servicing 
•    Experience using Salesforce.com for client relationship management 
•    Ability to leverage digital tools to create engaging client interactions 
 
**base compensation for this role typically ranges between $60 000 and $62 000 annually