Bilingual Consultant, Advisor Business Organization

Sunlife Québec; Quebec; Hybrid; CAD 85,000 - 128,000; Full time

Benefits offered by this job

Flexible Benefits

Hybrid working model

Inclusive culture

Job summary

Sun Life Financial seeks a seasoned ABOS Consultant to grow and optimize the Advisor Business Organizations. You will partner with field leaders and advisors to enable growth, recruitment and acquisition activities, and run coaching sessions regionally.

You will deploy consulting practices, design engagement plans, and support both expansion and operational improvements across Canada. This hybrid role builds capacity and client service excellence.

Qualifications

• Bilingual French and English for Canada-wide interactions.
• 5–7 years of financial services experience.
• Experience with Salesforce and advisor/business consulting.

Responsibilities

• Develop and manage consulting practices to drive productivity and growth.
• Activate growth programs, training sessions and workshops.
• Provide 1:1 case consulting with advisors.
• Create proposals, implementation plans and monitor action plans.
• Contribute to national programs and share best practices.
• Promote products through workshops for field leadership and advisors.
• Collaborate with head office roles to improve results.
• Hold regular update meetings with field leaders and advisors.

Skills

Bilingual (FR/EN)

Salesforce

Leadership

Consulting

Education

University degree

Tools

Salesforce

Job description

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:

The Bilingual ABOS Consultant drives growth and productivity for the Advisor Business Organizations (ABOS) team supporting Sun Life Financial Distributors (SLFD). The ABOS Consultant achieves this by working collaboratively with field leaders and advisors to identify the teaming, business structure, succession planning and acquisition opportunities in their business. In doing so, they will help field leaders and advisors activate business management tools, programs, and practices to increase advisor productivity and capacity, develop profitable business practices, and improve client service.

The ABOS Consultant will also be responsible for working with field leaders, and their regions, to ensure they have the ability to recruit experienced advisors, support external acquisitions, support advisor teaming expansion, and support business consultations for advisors. The ABOS Consultant will work with field leaders to ensure we have active pipelines for each of these activities.

The ABOS Consultant will deploy a number of methods to coach and support field leaders and advisors, such as 1:1 casework as well as delivering and facilitating workshops within their designated region.

In supporting field managers and advisors, the ABOS Consultant will be expected to be an expert resource in business consultation, teaming, succession planning and practice acquisition. They will also be expected to have a working knowledge of experienced advisor recruiting.

What will you do?

• Develop and manage industry-leading consulting practices to drive field leader and advisor productivity and growth.
• Proactively work with field leaders to support activation of growth programs, targeted training sessions and workshops to drive ABOS activity.
• Individual case consulting work with advisors to determine business objectives that will increase the growth of their businesses by implementing business growth tools and strategies.
• Through virtual and face-to-face consultation, create proposals, business solutions, implementation plans, and execute and monitor various action plans to ensure the agreed business results are achieved. This will be primarily focused on business growth and capacity strategies, teaming, external acquisitions, workshop uptake and follow-up sessions.
• Contribute to the development of national programs by identifying gaps, designing, developing new and promoting existing practices, tools, programs and processes.
• Promote and build awareness of products and services through workshops to SLFD field leadership leadership teams and advisors.
• Collaborate with other head office roles to enhance business results, for example, Advisor Business Organizations, Business Growth Consultants, Financial Centre Resource Team Leaders, Estate and Financial Planning Services (EFPS), Distribution Compensation, Compliance, Legal.
• Collect and share best practices, new ideas in the area of advisor business processes and business practices that will further contribute to field leader and advisors’ sustained growth.
• Regular update meetings and communication with field leaders, ABOS and participating advisors.

What do you need to succeed?

• 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
• University degree or equivalent business experience
• 5 – 7 years of financial services experience
• Experience in a Career Sales Force
• Superior knowledge in practice management concepts
• Familiarity with SLF's products, programs, services and commission structure
• Understanding of the sales process and sales support tools
• Experience with Salesforce
• Nationally recognized coaching designation
• Results-driven, solution-oriented self-starter with practical business knowledge
• Expert consulting skills (interpersonal, problem solving, decisive and analytical), with a sales orientation and a knowledge of how to run a small business
• Innovative thinker with an entrepreneurial spirit
• Ability to influence, motivate and build strong relationships
• Ability to interpret data and turn it into meaningful information and solutions
• Outgoing, energetic, relationship-centered approach
• Outstanding communication (written and oral) and presentation skills
• Flexibility and the ability to cope with and influence change
• Comfort in dealing with a variety of levels of leaders, advisors and managers
• Adept at juggling multiple priorities, and the ability to work independently and in a team environment
• Expert leadership skills and customer focus
• Takes ownership and initiative for achieving results in a dynamic, fast paced sales environment
• Organizational know-how and ability to navigate the organization, multi-discipline, multi-site teams

What's in it for you?

• The opportunity to move along a variety of career paths with amazing networking potential
• Flexible Benefits from the day you join to meet the needs of you and your family
• We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential
• We’re honoured to be recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® Canada
• We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health

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 [e-mail].

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

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

Salary Range:

85,000/85 000 - 128,000/128 000

Job Category:

Sales - Distribution Support

Posting End Date:

22/11/2026