Bilingual Financial Advisor for Client & Retirement

Sun Life; Montreal; Hybrid; CAD 62,000 - 93,000; Full time

Benefits offered by this job

Hybrid work environment

Quarterly bonus

Medical insurance

Pension plan

Job summary

Sun Life in Canada is seeking a licensed Financial Services Consultant (FSC) to join the Client Relationship team. You’ll support clients with wealth management, conduct portfolio reviews, and guide retirement planning while helping meet service and sales targets.

Hybrid work, a competitive base salary with quarterly bonuses, and a comprehensive benefits program help you balance professional growth with wellbeing.

Qualifications

• Licensing: LLQP or PQAP required for Quebec licensing.
• CSCs and IFICs are assets; CFP or IQPF is an asset.
• Bilingual in French and English for cross-Canada interactions.

Responsibilities

• Proactively call Sun Life clients with a Group Retirement Savings plan to educate and assist with enrolment and asset consolidation.
• Provide investment guidance related to savings and retirement income.
• Help clients become retirement ready using financial planning tools and updated plans.
• Review portfolios and assist with asset consolidation.
• Create an investment risk profile aligned with client risk tolerance.
• Support sales targets by illustrating benefits of employer plans and payroll deductions.

Skills

Relationship building

Client service

Communication

Phone/video consult

Active listening

Independent work

Agile/adaptable

Education

LLQP/PQAP license

CSC

IFIC

CFP designation

IQPF designation

Bilingual English/French

Job description

Sun Life in Canada is seeking a licensed Financial Services Consultant (FSC) to join the Client Relationship team. You’ll support clients with wealth management, conduct portfolio reviews, and guide retirement planning while helping meet service and sales targets.

Hybrid work, a competitive base salary with quarterly bonuses, and a comprehensive benefits program help you balance professional growth with wellbeing.