Financial Services Consultant, Client Relationship Team

sunlife; Toronto; Hybrid; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work environment

Quarterly bonus linked to sales

Stock ownership program

Pension plan

Tuition assistance

Licensing fees covered

Medical & dental insurance

Job summary

Sun Life is seeking a licensed Financial Services Consultant to support Group Retirement Savings client relationships in Toronto. This hybrid role combines wealth management guidance, retirement planning, and client education to help members reach financial goals.

Key duties include conducting portfolio reviews, aiding with enrollment, and coordinating with payroll for contributions while achieving service and sales targets. A strong license and planning certifications are essential.

Qualifications

• Licensed and active Life Insurance License (LLQP).
• Experience selling and supporting clients with investment/savings products.
• Strong interpersonal and communication skills.
• Ability to build rapport via phone or video.
• Owner's mindset in a fast-paced team.

Responsibilities

• Proactively contact existing Sun Life clients with GRS to educate on investments and product enrollment.
• Provide investment guidance aligned with client retirement planning.
• Help clients become retirement-ready using planning tools.
• Review portfolios and assist with asset consolidation.
• Create investment risk profiles to match risk tolerance.
• Contribute to sales and service targets through benefits awareness and payroll-related matters.

Skills

Relationship building

Investment advice

Communication (verbal and written)

Phone/video consultative selling

Independent work

Licensing knowledge (LLQP)

CSC/IFIC/CFP knowledge

Education

LLQP (Life License)

CSC

IFIC

CFP designation (IQPF)

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.

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:

Location:

Join our Group Retirement Savings Client Service Centre team at 1 York overlooking the Toronto Harbour with direct PATH access to Union Station.

This role is hybrid (once per week in office)

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)

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

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
  • Lumino Health Virtual Care
  • 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
• Hybrid work environment

#LI-Hybrid

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 participat