Job Description: Start date: January 2027 At Sun Life, our clients are at the centre of everything we do.

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.

Licensing requirement: Valid and active Life Insurance License (LLQP) or PQAP in Quebec Main accountabilities: 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.





What will you bring: A passion for building relationships and creating amazing client experiences Experience with selling and supporting clients with investment, savings products Strong interpersonal and communication skills (verbal and written) Ability to quickly build rapport and relationships with clients over the phone or video conferencing Strong listening skills and the ability to ask probing questions to understand needs Possess an owner’s mindset in order to build strong client experiences and loyalty, while contributing within a fast-paced evolving team Ability to be agile and effectively manage changing priorities or processes Self motivated and have the ability to work independently Canadian Securities Course (CSC) - asset Canadian Investment Fund Course (IFIC) - asset Certified Financial Planner (CFP) designation or Financial planner designation (IQPF) - asset Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.

Why Sun Life : A focus on the mental, physical, and financial health and wellbeing of our Employees; helping you to bring your best self to work Flexibility of hybrid work environment Competitive base salary with a quarterly bonus based on sales results A focus on the mental, physical, and financial health and wellbeing of our Employees; 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 Robust defined contribution pension plan Stock Ownership and Savings Programs Tuition assistance Licensing fees covered Career growth and career development opportunities Dynamic team environment and coaching from Managers

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