Financial Services Consultant

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.

Job Description:

At Sun Life, we put our employees first. We offer a flexible and inclusive culture, a comprehensive range of benefits, an agile work environment, and a strong focus on wellness and sustainability. Our clients are at the center of everything we do. 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.

• Contribute to sales targets by meeting or exceeding objectives

• Keep abreast of product changes, understand new products that 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. You will be interacting with existing clients of Sun Life.

Mandatory requirement:

• Valid and active Life Insurance License (LLQP) or Insurance of person license in Quebec (PQAP)

What you need to succeed:

• 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

Why join Sun Life:

• Sun Life focuses on the mental, physical, and financial health and wellbeing of our Employees.  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

• 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

#LI-Hybrid

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. 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. Certain sales focused roles have sales incentive plans based on individual or group sales results.  

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. We welcome applications from qualified individuals from all backgrounds.

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 [email protected].

We 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! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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