Financial Services Consultant- Wealth

Sun Life Financial; Montreal; Hybrid; CAD 58,000 - 93,000; Full time

Job summary

A leading financial services firm in Montreal seeks a Financial Services Consultant who will provide essential support to clients' financial needs. This hybrid role involves proactive client outreach, offering investment and protection guidance. Ideal candidates will hold a valid Life Insurance License and have relevant sales experience, with a focus on building client relationships. The company offers a competitive salary range along with a robust benefits program and excellent career growth opportunities.

Benefits

Competitive salary with quarterly bonuses

Comprehensive flexible benefits program

Tuition assistance

Dynamic team environment

Career growth opportunities

Qualifications

• Valid and active Life Insurance License (LLQP) required.
• 2-3 years of financial services/sales experience preferred.
• Experience selling insurance products over the phone is an asset.

Responsibilities

• Call existing Group Retirement Savings plan members to discuss asset retention.
• Provide consultation on financial needs, including savings and insurance.
• Create risk assessment profiles for wealth clients.

Skills

Strong interpersonal skills

Effective listening skills

Self motivated

Bilingualism (French, English)

Education

College or university degree

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:

Location: This role is hybrid (minimum once per week in office, downtown Montreal)

At Sun Life, our clients are at the centre of everything we do. As a licensed Financial Services Consultant (FSC); Wealth, 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 Services team, you will support Sun Life clients with their saving needs by speaking with clients over the phone / video and providing recommendations that meet their needs.

What will you do?

• Proactively call existing Sun Life Group Retirement Savings plan members who are leaving or have left their employer retirement / savings plan to discuss the benefits of keeping their assets with Sun Life.
• Provide consultation to clients by providing investment and protection guidance related to their financial needs, including savings, retirement income and insurance.
• Create a risk assessment profile for wealth clients to align their investments to their desired risk tolerance.
• Keep abreast of product changes, understand new products that that come to market, keep a pulse on industry changes and competitor products.
• Contribute to sales targets by meeting or exceeding objectives.

What you need to succeed?

• Valid and active Life Insurance License (LLQP)
• Minimum of 2 -3 years of financial services / sales experience is preferred.
• Completion of a college or university degree or equivalent related experience
• Strong interpersonal and communication skills (verbal and written)
• Ability to quickly build rapport and relationships with clients over the phone / video conferencing
• Effective listening skills and the ability to ask probing questions to understand needs
• Self motivated and have the ability to work independently
• Experience selling insurance products over the phone is an 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 join Sun Life?

• Flexibility of hybrid work environment
• A focus on the mental, physical and financial health and wellbeing of our Employees; helping you to bring your best self to work.
• Competitive base salary with a quarterly bonus based on sales results.
• Rewards and Recognitions program which celebrates performance excellence.
• Comprehensive flexible benefits program including:
  • Stock ownership and Savings programs
  • Medical, dental, life, critical illness and disability insurance
  • Lumino Health Virtual Care
  • Tuition assistance
  • Licensing fees covered
  • Career growth and professional development opportunities.
  • Dynamic team environment and coaching from Managers.

Salary Range: 58,000/58 000 - 93,000/93 000

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! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

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: 02/01/2026