You’ll work with energetic 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.

At Sun

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

Join 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) As a licensed Financial Services Consultant (FSC) your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. As a member of our Client Relationship team, you will support Sun Life clients with their wealth management needs.

Your objective is to provide comprehensive portfolio reviews, assist with retirement planning and advise clients on financial decisions while helping them achieve their financial goals. You will be tasked with strengthening client relationships, while achieving service & sales targets. Valid and active Life Insurance License (LLQP) Proactively 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. A passion for building relationships and creating amazing client experiences Experience with selling and supporting clients with investment, savings products Ability to quickly build rapport and relationships with clients over the phone or video conferencing Ability to be agile and effectively manage changing priorities or processes Canadian Securities Course (CSC)



- asset Canadian Investment Fund Course (IFIC) - asset Certified Financial Planner (CFP) designation or Financial planner designation (IQPF) - asset helping you to bring your best self to work Competitive base salary with a quarterly bonus based on sales results helping you to bring your best self to work Rewards and Recognitions program which celebrates performance excellence Comprehensive flexible benefits program including: Medical, dental, life, critical illness, and disability insurance Lumino Health Virtual Care Robust defined contribution pension plan The Base Pay range is for the primary location for which the job is posted. 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.

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. 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. Sales - SIP Posting End Date

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