Sun Life Financial

Jan 26, 2024
Sun Life Financial Unit 102 390 Commissioners Rd W, London, ON, Canada
KEY ACCOUNTABILITIES: Manage the advisors’ agenda, book appointments and prepare for client meetings Prepare KnowYour-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 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...