Financial Services Consultant - Client Relationship Team

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Location

Hybrid – 1 day per week in downtown Montreal or downtown Toronto offices.

Make an Impact Where It Matters Most

At Sun Life, our clients are at the centre of everything we do. As a licensed Financial Services Consultant (FSC) your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. As a member of our Client Relationship team, you will support Sun Life clients with their wealth management needs. Your objective is to provide comprehensive portfolio reviews, assist with retirement planning and advise clients on financial decisions while helping them achieve their financial goals. You will be tasked with strengthening client relationships, while achieving service & sales targets.

What You Will Do

• Proactively call existing Sun Life clients that have a Group Retirement Savings (GRS) plan & Group Insurance Benefit (GB) plan to establish a relationship where the objective is to educate members on their investments, benefits, and assist with product enrolment.
• Consult with clients by providing investment and protection advice related to their financial needs, including savings, retirement income and insurance.
• Partner with clients to be ‘retirement ready’, through the use of financial planning tools. Ensure all clients maintain an updated plan in order to achieve personal financial goals.
• Review portfolio investments, product options, savings goals, and assist with asset consolidation.
• Create an investment risk assessment profile for clients. This will support them in aligning their investments to their desired risk tolerance.
• Contribute to sales and service targets by demonstrating to clients the value of their benefits available to them through their employer plans and assist with payroll deduction set ups, lump sum contributions and asset consolidation.

Why This Role Is Special

This role is focused on supporting and advising existing Sun Life clients, allowing you to build meaningful relationships without the need for cold calling or new client prospecting.

What Will You Bring

• Valid and active Life Insurance License (LLQP)
• Minimum of 2-3 years of financial services/sales experience is preferred.
• Completion of a college or university degree or equivalent related experience.
• Strong interpersonal and communication skills (verbal and written).
• Ability to quickly build rapport and relationships with clients over the phone/video conferencing.
• Effective listening skills and the ability to ask probing questions to understand needs.
• Self‑motivated and capable of working independently.
• Experience selling insurance products over the phone is an asset.
• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only to answer calls from English and French‑speaking clients across Canada or worldwide.

Why Join Sun Life

• Career growth & development – clear pathways and ongoing learning.
• Flexibility & wellbeing – hybrid work and programs that support your whole self.
• Competitive base salary with a quarterly bonus based on sales results.
• Inclusive culture – where diverse perspectives are valued and voices are heard.
• Recognition & rewards – celebrating performance and impact (ie: includes a fully paid trip celebrating our Platinum performers).
• Purpose‑driven work – helping Canadians build financial security.
• Comprehensive flexible benefits program including:
  • Lumino Health Virtual Care
  • Robust defined contribution pension plan
  • Matching Stock Ownership and Savings Programs
  • 3 weeks paid vacation to start. Paid vacation time increases with service.
  • Sun Life employees are eligible for a paid sabbatical leave, every 5‑year milestone anniversary.
  • Tuition assistance and licensing fees covered

Compensation and Benefits

Sun Life offers a market‑competitive total compensation package, including a base salary and variable incentives. This role is eligible to participate in a sales incentive plan with industry‑leading incentive payout opportunities. In addition to base pay, eligible Sun Life employees participate in various incentive plans; payment under which is discretionary and subject to individual and company performance.

When a new position becomes available that matches your background and experience, the base pay range will be disclosed and correspond to the opportunity Sun Life will consider you for.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e‑mail a request to View email address on ca.talent.com.