Bilingual Financial Services Consultant, Client Relationship Team

Sunlife Québec; Montreal; Hybrid; CAD 62,000 - 93,000; Full time

Benefits offered by this job

Hybrid work environment

Quarterly bonus

Licensing fees covered

Tuition assistance

Stock Ownership and Savings Programs

Comprehensive benefits

Job summary

Sun Life Québec seeks a licensed Financial Services Consultant to support clients with wealth management, retirement planning and asset consolidation. You will strengthen client relationships and help them reach financial goals while contributing to service and sales targets.

Join a hybrid work environment with licensing support, competitive base salary, and quarterly bonuses. You will collaborate with bilingual colleagues across Canada to deliver thoughtful financial guidance.

Qualifications

• Must hold a valid LLQP or PQAP license in Quebec.
• CSC, IFIC and CFP/IQPF are asset qualifications preferred.

Responsibilities

• Proactively call existing Sun Life clients with a Group Retirement Savings plan to educate and enroll them.
• Provide investment advice related to savings and retirement needs.
• Help clients become retirement-ready using financial planning tools and updated plans.

Skills

Relationship building

Investment product sales

Interpersonal communication

Active listening

Adaptability

Independent work

Bilingual English/French

Education

Canadian Securities Course (CSC)

Canadian Investment Fund Course (IFIC)

Certified Financial Planner (CFP) or IQPF

Job description

• Canadian Investment Fund Course (IFIC) - asset

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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

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

Job Description

Start date: January 2027

At Sun Life, our clients are at the centre of everything we do. As a licensed Financial Services Consultant (FSC) 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 Relationship team, you will support Sun Life clients with their wealth management needs. Your objective is to provide comprehensive portfolio reviews, assist with retirement planning and advise clients on financial decisions while helping them achieve their financial goals. You will be tasked with strengthening client relationships, while achieving service & sales targets.

Licensing requirement

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

Main accountabilities

• Proactively call existing Sun Life clients that have a Group Retirement Savings (GRS) plan to establish a relationship where the objective is to educate members on their investments, assist with product enrolment and asset consolidation.


• Consult with clients by providing investment advice related to their financial needs, including savings and retirement income.


• Partner with clients to be 'retirement ready', through the use of financial planning tools. Ensure all clients maintain an updated plan in order to achieve personal financial goals.


• Review portfolio investments, product options, savings goals, and assist with asset consolidation.


• Create an investment risk assessment profile for clients. This will support them in aligning their investments to their desired risk tolerance.


• Contribute to sales and service targets by demonstrating to clients the value of their benefits available to them through their employer plans and assist with payroll deduction set ups, lump sum contributions and asset consolidation.

What will you bring

• A passion for building relationships and creating amazing client experiences


• Experience with selling and supporting clients with investment, savings products


• Strong interpersonal and communication skills (verbal and written)


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


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


• Possess an owner's mindset in order to build strong client experiences and loyalty, while contributing within a fast-paced evolving team


• Ability to be agile and effectively manage changing priorities or processes


• Self motivated and have the ability to work independently


• Canadian Securities Course (CSC) - asset


• Canadian Investment Fund Course (IFIC) - asset


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


• 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.

Why 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


• Flexibility of hybrid work environment


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


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


• Rewards and Recognitions program which celebrates performance excellence

Comprehensive flexible benefits program including

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


• Robust defined contribution pension plan


• Stock Ownership and Savings Programs


• Tuition assistance


• Licensing fees covered


• Career growth and professional development opportunities


• Dynamic team environment and coaching from Managers

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

62,000/62 000 - 93,000/93 000

Job Category

Sales - SIP

Posting End Date

11/11/2026