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Financial Services Consultant- Wealth

Financière Sun Life

C'est un Contrat job à Montreal, QC publiée le mars 12, 2023.

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 dynamic 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.

Job Description:

Schedule: Must be available from 8h00 AM- 8h00 PM

At Sun Life, our clients are at the centre of everything we do. As a licensed Financial Services Consultant; Wealth, 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 Services team, you will support Sun Life clients with their saving needs by speaking with clients over the phone / video and providing recommendations that meet their needs. 

Description :

  • Proactively call existing Sun Life Group Retirement Savings plan members who are leaving or have left their employer retirement / savings plan to discuss the benefits of keeping their assets with Sun Life.

  • Provide consultation to clients by providing investment and protection guidance related to their financial needs, including savings, retirement income and insurance. 

  • Create a risk assessment profile for wealth clients to align their investments to their desired risk tolerance.

  • Keep abreast of product changes, understand new products that that come to market, keep a pulse on industry changes and competitor products.

  • Contribute to sales targets by meeting or exceeding objectives. 

What we are looking for:

  • Minimum of 2 -3 years of related sales experience in the financial services industry is preferred.

  • Minimum of 2-3 years of sales / service experience is required.

  • Bilingualism (French, English) required- interactions with English-speaking customers or partners

  • Experience selling savings products over the phone is an asset.

  • Completion or a college or university degree or equivalent related experience

  • Strong interpersonal and communication skills (verbal and written)

  • Ability to quickly build rapport and relationships with clients over the phone / video conferencing

  • Strong listening skills and the ability to ask probing questions to understand needs

  • Self motivated and have the ability to work independently

Licenses required:

  • Valid and active Life Insurance License (LLQP) or Insurance of person license in Quebec (1a)

Asset :

  • Canadian Securities Course (CSC)

  • Canadian Investment Fund Course (IFIC)

  • Certified Financial Planner (CFP) designation or Financial planner designation (IQPF)

Why join 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.

  • Competitive base salary with a quarterly bonus based on sales results.

  • 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

  • Stock Ownership and Savings Programs

  • 3 weeks paid vacation to start which increases with service

  • Tuition assistance

  • Licensing fees covered

  • Career growth and professional development opportunities.

  • Dynamic team environment and coaching from Managers.

  • Possibility to work from home


The Base Pay range is for the primary location for which the job is posted.  It may vary depending on the work location of the successful candidate or other factors.  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.  Certain sales focused roles have sales incentive plans based on individual or group sales results. 

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. We welcome applications from qualified individuals from all backgrounds.

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 thebrightside@sunlife.com.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

51,700/51 700 – 83,800/83 800

Job Category:

Sales – SIP

Posting End Date: