Canadian Investment Fund Course (IFIC) - assetYou 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 agile 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.Job DescriptionLocationJoin our Group Retirement Savings Client Service Centre team at 1 York overlooking the Toronto Harbour with direct PATH access to Union Station.This role is hybrid (once per week in office)Licensing requirementValid and active Life Insurance License (LLQP)Main accountabilitiesProactively call existing Sun Life clients that have a Group Retirement Savings (GRS) plan to establish a relationship where the objective is to educate members on their investments, assist with product enrolment and asset consolidation.Consult with clients by providing investment advice related to their financial needs, including savings and retirement income.Partner with clients to be ‘retirement ready’, through the use of financial planning tools. Ensure all clients maintain an updated plan in order to achieve personal financial goals.Review portfolio investments, product options, savings goals,



and assist with asset consolidation.Create an investment risk assessment profile for clients. This will support them in aligning their investments to their desired risk tolerance.Contribute to sales and service targets by demonstrating to clients the value of their benefits available to them through their employer plans and assist with payroll deduction set ups, lump sum contributions and asset consolidation.What will you bringA passion for building relationships and creating amazing client experiencesExperience with selling and supporting clients with investment, savings productsStrong interpersonal and communication skills (verbal and written)Ability to quickly build rapport and relationships with clients over the phone or video conferencingStrong listening skills and the ability to ask probing questions to understand needsPossess an owner’s mindset in order to build strong client experiences and loyalty, while contributing within a fast-paced evolving teamAbility to be agile and effectively manage changing priorities or processesSelf motivated and have the ability to work independentlyCanadian Securities Course (CSC) - assetCanadian Investment Fund Course (IFIC) - assetCertified Financial Planner (CFP) designation or Financial planner designation (IQPF) - assetWhy Sun LifeA focus on the mental, physical, and financial health and wellbeing of our Employees; helping you to bring your best self to workFlexibility of hybrid work environmentCompetitive base salary with a quarterly bonus based on sales resultsA focus on the mental, physical,



and financial health and wellbeing of our Employees; helping you to bring your best self to workRewards and Recognitions program which celebrates performance excellenceComprehensive flexible benefits programMedical, dental, life, critical illness, and disability insuranceLumino Health Virtual CareRobust defined contribution pension planStock Ownership and Savings ProgramsTuition assistanceLicensing fees coveredCareer growth and professional development opportunitiesDynamic team environment and coaching from ManagersHybrid work environmentThe 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] 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.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.Salary Range60,000/60 000 - 97,000/97 000Job CategorySales - SIPPosting End Date02/10/2026#J-18808-Ljbffr

📌 Financial Services Consultant, Client Relationship Team (Winnipeg)
🏢 Sun Life
📍 Winnipeg