Support Sun Life clients with wealth management, portfolio reviews, and retirement planning in a flexible hybrid work environment. French and English fluency is required for frequent interactions.

As a licensed Financial Services Consultant, you will help clients achieve lifetime financial security. You will provide investment advice, review portfolios, support retirement income planning, and strengthen client relationships. The role also contributes to service and sales targets through employer-sponsored plans.

Key Responsibilities:

- Call existing Group Retirement Savings plan clients proactively
- Educate members about investments and product enrolment
- Provide investment advice for savings and retirement income
- Review portfolios, product options, goals,



and consolidation needs
- Create risk profiles and support payroll deduction setups

Requirements:

- Valid active Life Insurance License, LLQP, or Quebec PQAP
- Bilingual French and English communication skills required
- Investment or savings product sales experience
- Solid listening, communication, and relationship-building skills
- CSC, IFIC, CFP, or IQPF credentials considered assets

Apply financial planning, investment advice, and bilingual communication to help Sun Life clients become retirement ready.

📌 Bilingual Wealth Management Consultant (Montreal)
🏢 Sun Life
📍 Montreal