Become a Bilingual Financial Services Consultant with Sun Life, based in Montreal. This role is dedicated to enhancing the financial outcomes of existing clients through expert advice and relationship-building.In this engaging position, you will proactively assist Sun Life clients with their retirement and insurance needs. Your focus will be on understanding and addressing individual client situations, ensuring tailored recommendations that foster trust and loyalty.



Your role will empower clients to make informed financial decisions and secure their financial future.Key Responsibilities:Proactively engage existing clients about their accountsConduct consultations to explore financial goalsRecommend personalized insurance and investment solutionsEstablish long-term relationships with clients through trustStay updated on products, trends, and compliance regulationsRequirements:Required Life Insurance License in Quebec (LLQP or PQAP)Bilingual proficiency in French and EnglishEffective communication and relationship management skillsSales experience in financial products preferredMotivated and accountable in a remote working environmentSupport client journeys towards financial security and growth while developing your skilled skills at Sun Life.

📌 Client-Focused Bilingual Consultant At Sun Life (Montreal)
🏢 Sun Life Québec
📍 Montreal