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Manage and grow a portfolio of corporate retirement and group savings clients, advisors, and consultants. Maintain client satisfaction, assess evolving needs, recommend solutions, ensure portfolio profitability, consult on plan design and amendments, support sales efforts, and coordinate internal teams to deliver client outcomes.

The Business Development Representative generates sales through phone contact with investment advisors, builds relationships, and supports sales activities within wealth distribution. Responsibilities include utilizing CRM for planning, participating in meetings, and organizing communications.

Provide phone- and video-based financial consultations to existing Sun Life clients, focusing on retirement savings and investment recommendations. Build long-term client relationships, uncover needs through discovery, recommend tailored solutions, manage sales activity and follow-up, and maintain up-to-date product and industry knowledge while contributing to team performance.

The Financial Advisor role involves building relationships with clients, providing financial advice, and developing tailored financial plans. It offers independence, unlimited income potential, and ongoing training.

Provide workflow and inbox support for Group Benefits Operations: prioritize and assign work, manage reports and mail, perform manual member transactions, support projects and clean-up initiatives, and maintain service level standards.

Assess life and critical illness insurance applications by analyzing medical, personal and financial information; classify risk, make decisions within authority, refer complex cases, negotiate with reinsurers, communicate outcomes to advisors/clients, document rationale, and drive underwriting quality and process improvements.

Lead end-to-end product development for retail life and health insurance: conduct client and advisor research, build business cases, analyze data to identify opportunities, drive cross-functional delivery, ensure compliance and risk management, and present recommendations to leadership to launch and optimize new product enhancements.

Recruit, onboard, coach and develop experienced financial advisors to grow insurance and wealth sales. Source candidates, run business assessments, provide training and performance management, support compliance, and drive district sales targets through coaching, joint field work, and adoption of processes and digital tools.

Provide holistic life, health and wealth advice to new and existing clients via phone and digital tools. Assess needs, recommend insurance and investment solutions, conduct risk and retirement planning, maintain MFDA and insurance licensing, collaborate with branch and support teams, contribute to process improvements, and deliver bilingual client service on a variable schedule.

As a Financial Advisor at Sun Life, you will help clients achieve financial security through relationship building, providing tailored advice, and implementing financial strategies.