Bilingual Financial Services Consultant- Wealth

Sun Life Hong Kong Limited; Montreal; Hybrid; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Fully paid trip for Platinum Perform

Three weeks paid vacation to start

Tuition assistance and licensing fees

Flexible benefits package

Job summary

Sun Life Hong Kong Limited in Montreal is seeking a licensed Financial Services Consultant, Wealth, to support existing Sun Life clients. You will conduct primarily phone-based consultations and occasional video meetings to understand goals and recommend solutions, focusing on retirement savings and financial security.

This hybrid, in-office-once-a-week role requires bilingual French and English, a active life insurance license, and strong communication.

Qualifications

• Valid life insurance license (LLQP) or PQAP license.
• Bilingual in French and English (oral and written) to serve calls across Canada and worldwide.
• Experience selling investment/retirement products is a plus.
• Strong listening and communication skills.
• Self-motivated with ability to work remotely and demonstrate ownership of client experience.

Responsibilities

• Proactively contact existing Sun Life Group Retirement Savings plan members who are leaving or have left their employer plan to discuss keeping assets with Sun Life.
• Conduct phone-based consultations, with video meetings as needed, to understand client goals and financial situation.
• Recommend savings, investment, and insurance solutions based on client needs and life stage.
• Build relationships with plan members by delivering a professional, personalized, advice-driven experience.
• Use discovery to uncover opportunities and help clients make confident financial decisions.
• Stay current on Sun Life products, industry trends, and regulatory changes.

Skills

Insurance license

Bilingual

Sales experience

Strong listening

Remote work

Education

College or university degree

Job description

Job Description:

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.

What you will do:

• - 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.

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.

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.

#LI-Hybrid

When a new position becomes available which matches your background and experience, the base pay range will be disclosed and correspond to the opportunity Sun Life will consider you for.

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.

Job Category:

Sales - SIP

Posting End Date:

29/11/2026