Sun Life Financial, Inc.
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Fintech • Payments • Financial Services
The Business Development Consultant recruits and develops advisors in financial services, focusing on coaching, sales growth, compliance, and performance management.
Fintech • Payments • Financial Services
As a Financial Advisor, you will build relationships, provide financial advice, develop strategic plans for clients, and help them achieve financial security while enjoying independence and earning potential.
Fintech • Payments • Financial Services
Process new business and revision documents accurately and on time, create and modify client contracts and booklets, interpret plan design, respond to internal partner inquiries, resolve escalations, negotiate target dates, manage priorities, and collaborate with service, implementation, customers and advisors to ensure documents meet expectations. Frequent French/English interactions required.