Join Sun Life as a Bilingual Financial Associate in a hybrid role based in Montreal. Provide exceptional client service while addressing wealth plan inquiries in a supportive learning environment. In this position, you'll work within the Client Solutions Centre to support the objectives of the In-Plan Welcome Strategy.

Bring your customer-oriented mindset to ensure accurate and timely responses to member needs while contributing to the growth of customer loyalty. Collaborating with skilled professionals, you will not only enhance customer relationships but also engage with in-plan sponsors effectively. Key Responsibilities:

- Respond to a variety of calls about group wealth inquiries
- Inform members of applicable financial plan options
- Maintain high standards of customer service through prompt follow-ups




- Leverage technology to resolve members’ inquiries accurately
- Link members with advisors for comprehensive financial guidance Requirements:
- Proven customer service capabilities demonstrating professionalism
- Adaptability to changing products and processes
- Strong time management skills in a blended setting
- Knowledge of Group Retirement and Financial products
- Bilingualism (French and English) is essential for communication Enhance your career by applying your customer service talents at Sun Life, making a meaningful impact on clients' financial journeys.

📌 Bilingual Financial Associate Sun Life (Montreal)
🏢 Sun Life Québec
📍 Montreal