Sun Life

Financial Services Consultant

Sun Life

full-time

Posted on:

Location Type: Hybrid

Location: Montreal • Canada

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Salary

💰 CA$58,000 - CA$93,000 per year

Job Level

Junior

About the role

  • You will build trusted relationships with members of our group plans, providing guidance and advice to help them make informed financial decisions and progress toward their financial goals.
  • Deliver personalized financial advice and solutions across retirement, investments, and insurance, while consistently providing exceptional client experiences.
  • Proactively call existing Sun Life clients that have a Group Choices plan and establish a relationship where the objective is to educate and advise clients on their products, investments while assisting with asset consolidation and client loyalty.
  • Provide investment advice to clients, through consultation related to their financial needs, including savings, and retirement income.
  • Partner with client to be ‘retirement ready’ through the use of financial planning tools.
  • Contribute to sales targets by meeting or exceeding objectives.
  • Keep abreast of product changes, understand new products that come to market, keep a pulse on industry changes and competitor products.
  • This role does NOT require any prospecting of new clients or cold calling.

Requirements

  • Mandatory requirement: Valid and active Life Insurance License (LLQP) or Insurance of person license in Quebec (PQAP).
  • Thrives in a coaching‑led environment—actively solicits feedback, embraces development conversations, and makes visible changes to approach and execution.
  • A passion for building relationships and creating amazing client experiences.
  • Experience with selling and supporting clients with investment, savings products.
  • Ability to quickly build rapport and relationships with clients over the phone or video conferencing.
  • Strong interpersonal and communication skills (verbal and written).
  • Strong listening skills and the ability to probe by asking questions to understand needs.
  • Self motivated and can work independently.
  • Minimum of 1-3 years of related sales experience in the financial services industry.
  • Experience selling wealth products over the phone.
  • Bilingualism (French, English, both oral and written) is required to answer calls from English and French speaking clients across Canada and worldwide.
  • Asset: Canadian Securities Course (CSC)
  • Canadian Investment Fund Course (IFIC)
  • Certified Financial Planner (CFP) designation or Financial Planner designation (IQPF)
  • Completion of a college or university degree is an asset.
Benefits
  • Competitive salary with a quarterly bonus based on sales results.
  • Rewards and Recognition program which celebrates performance excellence (ie: Includes an annual, fully paid trip celebrating our Platinum performers).
  • Comprehensive flexible benefits program including: Medical, dental, life, critical illness and disability insurance.
  • Robust defined contribution pension plan.
  • Matching Stock Ownership and Savings Programs.
  • Sun Life employees are eligible for a paid sabbatical leave, every 5-year milestone anniversary.
  • Tuition assistance.
  • Licensing fees covered.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Life Insurance License (LLQP)Insurance of person license (PQAP)investment advicefinancial planning toolsselling investment productsselling savings productswealth productsbilingualism (French, English)Canadian Securities Course (CSC)Canadian Investment Fund Course (IFIC)
Soft Skills
relationship buildingclient experienceinterpersonal skillscommunication skillslistening skillsself-motivatedindependent workcoaching-led environmentfeedback solicitationdevelopment conversations
Certifications
Certified Financial Planner (CFP)Financial Planner designation (IQPF)