You 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 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. 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. Discover how you can make a difference in the lives of individuals, families and communities around the world.

At Sun Life, we put our employees first. We have a flexible culture, a range of benefits, agile work environment and a strong focus on wellness and sustainability. Not only do we put our employees first, but our clients are at the center of everything we do. As one of the largest employers, group pension and benefit provider in Canada; our team’s purpose is to help clients through out their Sun Life journey, to support them in achieving lifetime financial security and live healthier lives.

As manager, you will lead a team of Financial Services Consultants responsible for building relationships with members of our group plans. The team’s objective is to support and advise clients on financial decisions while helping them achieve their financial goals. You will be tasked with recruiting & developing talent, managing team performance, while achieving service & sales objectives. You will ensure the delivery of amazing client experiences as well improve loyalty and retention of existing clients. The manager will demonstrate a passion for coaching and the agility to lead through change while elevating our financial advice and planning services

Main accountabilities :

- Provide management, leadership direction,



and coaching support to Financial Services Consultants responsible for building solid client relationships, delivering excellent service and sales outcomes to our clients over the telephone
- Build a highly engaged and empowered team through a culture that is client-centric, inclusive and outcome-driven
- Identify strengths/gaps within individual and team skill sets, and support coaching & development plans that close gaps, capitalize on strengths
- Manage the day-to-day sales and service function, ensuring that both the sales and service elements of the team are functioning optimally
- Manage the effective delivery of holistic advice
- Establish strong relationships within the team and department in an effort to maintain and encourage positive morale and a high level of employee engagement
- Responsible for executing against business goals and objectives
- Responsible for recruiting and developing talent for career progression internally
- Accountable of collaborating with the leadership team and other business partners to achieve overall business objectives
- Ensure that policies and procedures are effectively administered within the team
- Ensure that proper controls are in place to minimize business risk exposure
- Monitor the ongoing qualification/licensing requirements of the team
- Monitor key performance indicators and work with business partners to analyze results and ensure issues are dealt with in a timely manner

Qualifications :





- Two plus years people management experience
- Two plus years sales experience with wealth and/or insurance products
- Passion for relationship building and strong customer service orientation
- Strong coaching and performance management skills
- Excellent communication skills, both written and verbal
- Strong analytical, organizational, and presentation skills
- Strong ability to manage relationships with key external and internal business partners
- Comprehensive and deep understanding of investments, wealth & insurance products and financial markets
- Strong knowledge of financial planning and wealth management
- Knowledge of Group Retirement Services' products, processes, legislation, and tax requirements
- Post secondary education or relevant job experience
- Bilingualism (French, English, both oral and written) is required as the position includes managing French and English-speaking staff (Quebec and outside Quebec) and providing daily support to the team.

Assets :

- Call Centre experience
- A valid Insurance of person license (1A or LLQP)
- Successful completion of the Canadian Securities Course (CSC) and/or Canadian Investment Fund Course (IFIC)
- Certified Financial Planning designation (CFP or IQPF)

What Sun Life offers :

- A focus on the mental, physical, and financial health and wellbeing of our Employees; helping you to bring your best self to work

- Competitive salary with annual bonus

- Comprehensive flexible benefits program including:

- Medical, dental, life, critical illness and disability insurance

- Lumino Health Virtual Care

- Robust defined contribution pension plan

- Stock Ownership and Savings Programs

- 3 weeks paid vacation to start which in

📌 Sales Manager - Client Relationship Team (Montreal)
🏢 Sun Life
📍 Montreal