Remote Wealth Advisor At Sun Life Financial Sundre

Join Sun Life Financial as a remote Wealth Advisor supporting clients across B.C., Alberta, Saskatchewan, and Manitoba. Focus on providing holistic investment advice and retirement planning tools. This wealth advisory role involves engaging with clients over the phone and digital platforms to identify their financial needs. As an IFIC certified Prospr Advisor, youll assess investment solutions aligned with client goals and help them prepare for retirement. Youll collaborate with management and support teams on product updates to enhance client services. Key Responsibilities: • Proactively engage with investment clients via phone and digitally • Assess financial needs and recommend investment solutions • Utilize planning tools to prepare clients for retirement • Conduct investment risk assessments based on client profiles • Identify continuous improvement opportunities in client service Requirements: • Bachelor’s degree or 2+ years relevant experience • Valid sales and service experience in wealth • Solid knowledge of retail investment products • Mutual Fund license or relevant completed courses • Excellent communication and relationship-building skills Bring your expertise in investment products and client engagement to support Sun Life Financials mission of fostering lifetime financial security. J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2p37mu