• Manage the advisors’ agenda, book appointments and prepare for client meetings
• Prepare Know-Your-Client (KYC) and account opening documents for clients
• Proactively make calls to clients and schedule meetings and reviews with advisor. You will help with the administrative aspect of tracking client meetings and interactions through Salesforce
• 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
• Build client plans using a holistic approach to help them achieve their goals
• Maintain required license, compliance of ethical behaviors and conformity with corporate policies, industry standards and legal regulations
• Deliver an exceptional client experience for current and potential clients according to our service model.
• Help create a smooth, efficient and compliant office
• Must pass Canadian Investment Funds Course within a reasonable time frame and get mutual funds licensed
• Experience in the insurance and investment industry an asset
  Job Type: Full-time
  Pay: $20.00-$22.00 per hour
  Work Location: In person
  Expected start date: 2025-09-1

Please refer the Job description for details