About us We are a small Sun Life office located in the Belmont Village area. We value celebrating individual\'s successes, learning from our failures and working as a team to provide clients with high quality service. As a team, we work with individuals and families who are interested in insurance protection and wealth accumulation and decumulation. We also help business owners who are starting a business or those looking for an exit strategy plan. Our work environment includes:

• Modern office setting
• Work laptop and supplies
• Quarterly team outings
• Monthly lunch and team meeting
• Birthday celebrations

If you are passionate about financial services and like working with a close-knit team, this opportunity is for you. We will provide you with the training and support to pursue future designations (such as QAFP, CFP etc.) while developing your professional competencies in the areas of retirement planning, insurance planning, and estate planning. Responsibilities \xc2\xb7 Supporting advisors to provide exceptional client service in the implementation of clients\' financial plans \xc2\xb7 Preparing advisors for client meetings \xc2\xb7 Responding to and handling client requests in a timely manner \xc2\xb7 Executing trades promptly and accurately as directed by your advisors \xc2\xb7 Utilizing Sun Life\'s advisor support centre for inquiries as required Key Skills \xc2\xb7 Ability to work in a fast paced, deadline driven environment while maintaining professionalism and tactfulness \xc2\xb7 Ability to interpret, assess, and execute on complex information \xc2\xb7 Analytical and quantitative skills are an asset \xc2\xb7 You have excellent written and verbal communication skills \xc2\xb7 You are adaptable, resourceful, and respond positively to technological change and innovation Qualifications Mutual funds license (CSC/IFIC) required Life Insurance License (LLQP) an asset Experience in the Financial Services area an asset Job Type: Full-time Benefits:

• Company events
• On-site parking
• Paid time off
• Tuition reimbursement
• Wellness program

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Kitchener, ON: reliably commute or plan to relocate before starting work (required)

Experience:

• Customer service: 1 year (preferred)