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104 Sun Life Financial Jobs
Investment Counselor
Sun Life Financial
posted 3+ weeks ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
Role & responsibilities
1) Conducting Portfolio Reviews of Large relationships along with the RM, in this a proper Portfolio Review presentation will be given to client with various detail and slicing of portfolio to explain the client on where and what investments they have.
2) Acquire New Clients IC will be instrumental in acquisition of larger relationships along with the RM, IC will prepare Investment Proposal and present to client, ensure all requirements are taken care of while preparing the IP and explain the same to prospect. This is not a sales role however an adivosory role
3) Business Planning with the Incentive plan, work with each RM and help in monthly and quarter activities.
4) Being part of the Product & Research central team, he will act as a bridge and knowledge centre for all Product / Research communications.
Employment Type: Full Time, Permanent
Read full job description
What people at Sun Life Financial are saying
What Sun Life Financial employees are saying about work life
based on 665 employees
Flexible timing
Monday to Friday
No travel
Night Shift
Sun Life Financial Benefits
Submitted by Company
Learning Based Ecosystem High Performance Culture Caring and Inclusive Culture WELLNESS Day offs & additional Wellness allowance EMPLOYEE ASSISTANCE SUPPORT Programs for mental health and physical wellbeing VACCINATION SUPPORT Program where our employees and their dependents were vaccinated in office premises +2 more
Submitted by Employees
Free Food 
Work From Home 
Cafeteria 
Health Insurance 
Soft Skill Training 
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