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
As a licensed Financial Services Consultant (FSC), Wealth, you will support Sun Life clients with their saving needs by speaking with clients over the phone or video and providing recommendations that meet their needs. This is more than a sales role; it’s about building trust, simplifying complex financial choices and making a real difference in people’s lives every day.

Location
Once per week in office (Downtown Toronto)

Make an Impact Where It Matters Most!
At Sun Life, our clients are at the centre of everything we do. As a member of our Client Services team, you will support Sun Life clients with their saving needs and provide investment and protection guidance related to their financial needs, including savings, retirement income and insurance.

What will you do?

Proactively call existing Sun Life Group Retirement Savings plan members who are leaving or have left their employer retirement / savings plan to discuss the benefits of keeping their assets with Sun Life.





Provide consultation to clients by providing investment and protection guidance related to their financial needs, including savings, retirement income and insurance.

Create a risk assessment profile for wealth clients to align their investments to their desired risk tolerance.

Keep abreast of product changes, understand current products that come to market, keep a pulse on industry changes and competitor products.

Contribute to sales targets by meeting or exceeding objectives.

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 you bring

Valid and active Life Insurance License (LLQP)

Minimum of 2-3 years of financial services or sales experience is preferred.

Completion of a college or university degree or equivalent related experience.

Solid interpersonal and communication skills (verbal and written).

Ability to quickly build rapport and relationships with clients over the phone or video conferencing.

Effective listening skills and the ability to ask probing questions to understand needs.





Self‑motivated and able to work independently.

Experience selling insurance products over the phone is an asset.

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 – diverse perspectives are valued and voices are heard.

Purpose‑driven work – helping Canadians build financial security.

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 eligible for a paid sabbatical leave, every 5‑year milestone anniversary.

Tuition assistance and licensing fees covered.

Top performers are rewarded with an exclusive platinum leadership trip, where high achievers connect with senior leaders and celebrate outstanding results together.

Salary Range
$60,000 – $97,000. In addition to base pay, eligible employees participate in incentive plans based on individual and company performance.

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 welcome applications from qualified individuals from all backgrounds.

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📌 Financial Services Consultant, Wealth (Ontario)
🏢 Sun Life
📍 Ontario