Investment Financial Services Representative

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. Discover how you can make a difference in the lives of individuals, families and communities around the world.
We offer a flexible and inclusive culture, a comprehensive range of benefits, an agile work environment, and a strong focus on wellness and sustainability. As one of Canada’s largest group pension and benefits providers, our purpose is to support clients throughout their Sun Life journey—helping them achieve lifetime financial security and live healthier lives.
As a Financial Services Consultant , 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. You will 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.
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
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 Investment Fund Course (IFIC)
Certified Financial Planner (CFP) designation or Financial Planner designation (IQPF)
Completion of a college or university degree is an asset
We want to help you to bring your best self to work.
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
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. Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. 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.snapjobsearch.com are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.