Bilingual Advisor – Wealth

Sun Life

Bilingual Advisor providing holistic wealth solutions for new and existing clients. Engaging with clients over the phone and through digital tools to recommend tailored financial solutions.

Posted 5/6/2026full-timeMontreal • 🇨🇦 CanadaJuniorMid-Level💰 CA$60,000 - CA$62,000 per yearWebsite

About the role

Key responsibilities & impact

Proactively call and take calls from new and existing insurance and investment clients, with the goal of providing holistic advice
Engage with individual insurance and investment clients over the phone and through digital tools; with a focus of identifying needs and recommending solutions aligned with their goals
Assess clients’ financial needs and recommend an appropriate investment and/or insurance solution to meet those needs
Help clients be ‘retirement ready’ through the use of planning tools
Conduct investment risk assessments and provide solutions aligned with their investment profile
Work closely with Branch Manager and support teams to stay current on product and regulatory updates
Maintain registration and licensing in good standing as an MFDA Dealing representative across all provinces and territories in Canada
Contribute to the team’s ongoing success by identifying continuous improvement opportunities to help improve the client experience, and products and services offered
Foster and participate in a work environment which values people, invites creativity, celebrates learning and accountability and encourages employee engagement

Requirements

What you’ll need

Bachelor degree or 2+ years of relevant experience
Valid sales and service experience (preferably in mutual fund sales)
Strong knowledge and passion of retail investment products
Experience doing business over the phone
Strong knowledge and understanding of Mutual Fund Industry, Compliance and Dealer Operations practices
Excellent communication skills, both written and verbal
Strong relationship building skills
Strong problem solving skills
Adaptable and resourceful
Bilingualism (French, English, both oral and written) is required

Benefits

Comp & perks

Medical, dental, life, and disability insurance
Employee matched pension plan
Stock purchase plan
3 weeks paid vacation
Licensing fees covered
Comprehensive benefits package

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial needs assessmentinvestment risk assessmentretirement planningmutual fund salessales experienceservice experiencecompliance practicesdealer operationsbilingualism

Soft Skills

communication skillsrelationship buildingproblem solvingadaptabilityresourcefulnesscreativitylearningaccountabilityemployee engagement

Certifications

MFDA Dealing representative