Advise Sun Life clients on investments and retirement planning as a bilingual Financial Services Consultant in a hybrid work setting. Use solid communication skills to build trusted relationships and support financial goals.

As a licensed Financial Services Consultant, you will support clients with wealth management needs through portfolio reviews, investment advice, and financial planning. The position focuses on helping clients with savings, retirement income, risk tolerance, and asset consolidation. You will also contribute to service and sales targets while working with English- and French-speaking colleagues and internal partners across Canada and worldwide.

Key Responsibilities:
Call existing Group Retirement Savings plan clients proactively
Educate members about investments and product enrollment




Provide investment advice about savings and retirement income
Review portfolios, product options, goals, and asset consolidation
Create risk profiles and maintain updated financial plans

Requirements:
Valid active Life Insurance License or Quebec PQAP
Bilingual French and English communication skills, oral and written
Experience selling and supporting investment savings products
Solid interpersonal, listening, and probing-question skills
Canadian Securities Course or IFIC certification is an asset

Bring bilingual communication, investment knowledge, and relationship-building skills to help Sun Life clients pursue financial security and retirement readiness.

📌 Bilingual Wealth Management Consultant Montreal
🏢 Sunlife Québec
📍 Montreal