Bilingual Financial Services Consultant- Wealth

Description du poste

Location: Once per week in office (Thursday) at Montreal Metcalfe

Why this role is special

This role focuses exclusively on existing Sun Life clients. You'll spend your time helping clients maximize their retirement savings and achieve their financial goals—without cold calling or prospecting for new clients. You'll have the opportunity to leverage your sales expertise while building long-term client relationships and delivering meaningful financial outcomes.

Make an Impact Through Advice, Sales, and Client Relationships!

At Sun Life, our clients are at the centre of everything we do. As a licensed Financial Services Consultant, Wealth, you will play an important role in helping clients achieve lifetime financial security and live healthier lives.

In this role, you will speak with existing Sun Life clients primarily by phone, and through video meetings when appropriate. You will uncover client needs, explain their options, provide personalized recommendations, and help them take action with confidence.

Ce que vous ferez

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

• Conduct primarily phone-based consultations, with video meetings as needed, to understand each client’s goals, financial situation, and future needs.

• Recommend appropriate savings, investment, and insurance solutions based on each client’s needs, life stage, and priorities.

• Build meaningful relationships with Group Retirement Savings plan members by delivering a professional, personalized, and advice-driven client experience.

• Use strong discovery skills to ask thoughtful questions, uncover opportunities, and help clients make confident financial decisions.

• Stay current on Sun Life products, industry trends, competitor offerings, regulatory expectations, and changes in the financial services marketplace.

• Take ownership of sales activity, client follow-up, and results while contributing to a supportive, high-performing team culture.

• Continuously strengthen your product knowledge, financial acumen, client conversation skills, and sales effectiveness.

Exigences

What you need to succeed:

• Valid and active Life Insurance License (LLQP) or Insurance of Persons License in Quebec (PQAP)

• Bilingualism (French, English, both oral and written) is required to answer calls from English and French speaking clients across Canada and worldwide.

• Strong communication skills with the ability to build rapport quickly over the phone and through video, combined with confidence in asking questions, uncovering client needs, handling objections, and recommending solutions.

• Experience selling or recommending investment, retirement, or financial products is an asset, with demonstrated ability to simplify financial topics in a clear, client-friendly way.

• Strong listening skills with the ability to understand client needs and communicate complex financial information in an accessible manner.

• Self-motivated, goal-oriented mindset with the ability to work independently in a remote environment, coupled with a strong sense of ownership, professionalism, and accountability for client experience and sales results.

• Completion of a college or university degree, or equivalent related experience, with curiosity and a growth mindset demonstrating a desire to keep learning, improving, and continuously developing your sales skills.

Ce que nous offrons

Why Join Sun Life :

• Career growth & development – clear pathways and ongoing learning.

• Inclusive culture – where diverse perspectives are valued and voices are heard.

• Recognition & rewards – celebrating performance and impact, including a fully paid trip recognizing our Platinum performers.

• Purpose-driven work – helping Canadians build financial security for life.

• Comprehensive flexible benefits program including:

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

  Robust defined contribution pension plan.

  Matching Stock Ownership and Savings Programs.

  Three weeks of paid vacation to start, increasing with service.

  Paid sabbatical leave every five years.

  Tuition assistance and licensing fees covered.

Sun Life offers a market-competitive total compensation package, including a base salary and variable incentives. This role is eligible to participate in a sales incentive plan with industry-leading incentive payout opportunities.