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.

At Sun

Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives.

Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the lives of individuals, families and communities around the world.

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Location: Hybrid The Sun Life Investment Funds Client Services is committed to providing the highest level of service to advisors and internal Wholesale support team. This excellent entry level career chance offers on-going support and resources to ensure your success. Reporting to the Team Leader, you will provide support on operational inquiries and product information pertaining to Sun Life Investment Funds. You will perform multiple transactions to complete all aspects of advisor inquiries within standard guidelines, and will ensure that thorough records are maintained by documenting all actions taken to process telephone initiated requests. You will ensure the delivery of a consistent high-quality level of customer service experience in accordance with Sun Life Canadian Operations standards.

What will you do?

- Provide timely and accurate information to all incoming telephone inquiries regarding our wealth and financial products, by utilizing automated telephone systems, computer applications, training material and other applicable resources
- Ensure accurate and timely processing of all client/agent telephone-initiated requests, address, resolve or elevate as needed any daily operational service issues
- Ensure thorough records are maintained by documenting all actions taken to process telephone-initiated inquiries




- Adhere to all measurable department performance standards including but not limited to the following: schedule adherence, quality, productivity, etc.
- Assist with department projects and initiatives as needed

What do you need to succeed?

- Bilingualism (French, English, both oral and written) is required to answer calls from English and French speaking clients across Canada and worldwide
- At least 1 year of customer service experience
- Proficient computer and math skills
- Knowledge of Wealth and financial products, more specifically Mutual Funds and Segregated Fund products is an asset
- Strong communication, organization and prioritization skills
- Exhibit professionalism within the workplace, while valuing and promoting team spirit
- Open to receiving and incorporating constructive feedback and coaching to continuously improve
- Punctuality and adherence to set schedule; must be available to work flexible shifts between 8am to 8pm from Monday to Friday
- Solid analytical and problem-solving skills with the ability to cope in fast-paced, demanding environment
- Completion of the Canadian Investment Fund Course (IFIC), Canadian Securities Course (CSC) or Canadian Investment Funds Operations Course (CIFOC) – an asset

Unique Requirements

This role requires Reliability Status Clearance. In addition to a law enforcement inquiry and a credit check, as part of your application, the Government of Canada will ask if you lived or travelled outside of Canada for 6-consecutive months during the last 5 years, and you must account for all activities during this time. Important: Obtaining Reliability Status Clearance within a reasonable amount of time is a condition required to start employment for this role at Sun Life.

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].

What’s in it for you?

- We are proud to be on the 2026 Best Workplaces in Canada list by Great Place to Work!
- Permanent full-time position with Flexible Benefits from the day you join A collaborative and interactive team environment.
- A comprehensive paid training program to set you up for success, a competitive compensation plan with yearly bonus programs Knowledge gained about our business and products offers you the ability to move into a variety of career paths across the organization!
- Other career opportunities are available after a minimum of 24 months based on performance.
- Pension Plan, Stock Ownership program, 3 weeks of vacation, and more.

Salary Range: 49,000/49 000 - 77,000/77 000

Job Category: Customer Service / Operations

Posting End Date: 14/08/2026

Shine together At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn.

At Sun

Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. Join a top employer for a brighter future.

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Careers

📌 Bilingual Client Services Representative - Investment Funds (Montreal)
🏢 Sun Life Financial
📍 Montreal