Wealth Associate

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

At Sun Life Financial the client is at the centre of everything we do. As a Wealth Associate, your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. In this role, you will play an integral role supporting group plan member’s with service needs as well as encouraging them to consult with a licensed consultant who can detail wealth solutions relevant to their personal situation.

You are a strong communicator, who possess superior customer service skills and consistently demonstrates professionalism. You are able to demonstrate the flexibility to adapt within an ambiguous environment with shifting priorities. A Wealth Associate uses active listening to understand our client’s unique situations and highlight the importance of receiving professional advice. As a member of the Client Solutions Centre (CSC) you will benefit from our culture of coaching and support in order to empower you to make a difference in our clients’ lives.

What will you do?

• Proactively make calls to Group Choices members and assist them questions related to their Group Choices plans. For members requiring financial advice you will help connect them with a licensed financial services consultant

• You will help with administrative tasks such as tracking sales, ensuring accurate attribution of sales is completed, aggregation of assets, and ensuring forms are in good order.

• Wealth Associates will also follow up with other financial institutions to help facilitate the successful consolidation of external assets being transferred to Sun Life

• Foster and participate in a work environment that values people, invites creativity, and celebrates learning

• Contribute to the CSC's ongoing success by sharing feedback and providing insights that will help to improve our client experience

What do you need to succeed?

• Excellent verbal and written communication skills with the ability to build credibility and rapport

• Preferred experience within an outbound or blended call centre

• Knowledge / experience within the financial services industry

• Knowledge of wealth savings and retirement products

• Comfortable with technology

What Sun Life offers?

• A focus on the mental, physical, and financial health and wellbeing of our Employees; helping you to bring your best self to work

• Competitive salary with annual bonus

• Comprehensive flexible benefits program including:

  • Medical, dental, life, critical illness and disability insurance

  • Lumino Health Virtual Care

  • Robust defined contribution pension plan

  • Stock Ownership and Savings Programs

  • 3 weeks paid vacation to start which increases with service

  • Tuition assistance

• Licensing fees covered, for those eligible and interested in growing their career as a licensed Financial Services Consultant

#LI-Hybrid

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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