Vacancy Description
Job Description
:Location: Once per week in office (Downtown Toronto)
Make an Impact Where It Matters Most!
At Sun Life, our clients are at the centre of everything we do. As a licensed Financial Services Consultant (FSC); Wealth, your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. As a member of our Client Services team, you will support Sun Life clients with their saving needs by speaking with clients over the phone / video and providing recommendations that meet their needs.
This is more than a sales role. It’s about building trust, simplifying complex financial choices, and making a real difference in people’s lives every day.
What will you do?
Proactively call existing Sun Life Group Retirement Savings plan members who are leaving or have left their employer retirement / savings plan to discuss the benefits of keeping the...
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