SUN LIFE FINANCIAL ADVISOR - Quebec

Sun Life Financial; Quebec; On-site; CAD 65,000 - 90,000; Full time

Job summary

Sun Life Financial seeks Financial Advisors who can build long-term client relationships and provide financial guidance across Canada. You’ll plan with clients, recommend insurance and investments, and grow your practice in a commission-based role.

Successful candidates are fluent in English and French, self-motivated, disciplined, and committed to continuous professional development. A college/university degree is required, with LLQP or MF licensing as a strong advantage.

Qualifications

• College/University degree is required; professional experience is a plus.
• Bilingual in French and English (oral and written) is required to answer calls across Canada.
• Excellent communication skills essential for client interactions.
• Disciplined, self-motivated and goal-oriented with a client-focused mindset.
• LLQP and/or Mutual Fund license or course completion is a benefit.

Responsibilities

• Attract and connect with new Clients through meetings and networking.
• Conduct meetings with prospective and existing Clients to understand goals.
• Review clients' financial state and future goals to build a roadmap.
• Recommend and implement insurance and investment products aligned with goals.
• Meet with Clients regularly to update plans as life changes.
• Pursue professional accreditations and designations over time.
• Maintain client relationships through ongoing service and referrals.

Skills

Communication skills

Relationship building

Self-motivated

Goal-oriented

Continuous learner

Bilingual in French and English

Education

College/University degree

LLQP or Mutual Fund license/cert (optional)

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

Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and implementing recommendations in a purpose-driven career with opportunities for unlimited income potential, independence, and growth. People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your resume. It’s about who you are as a person. Are you someone who loves talking to people and comfortable providing advice? Are you disciplined and motivated? Do you value your independence? Do you love learning and developing new skills? If this sounds like you, let’s talk!

What’s in it for you?

• Unlimited earning potential with compensation that is tied to your achievements and provides an ongoing stream of income.
• “Earn while you learn” monthly bonuses to provide financial stability as you develop your skills in a new career.
• A purpose-driven career helping people in your community become more financially secure.
• The independence and flexibility to build your work around the important things in your life.
• Hands‑on dedicated local support to help you develop the skills to successfully launch, develop, and grow your business.
• A recognition program that celebrates your achievements through prizes and travel incentives including Conventions, Learning Retreats, Awards of Excellence, and stock ownership.
• Leading‑edge technology so you can do business easily anytime, anywhere.
• A culture that celebrates excellence and inclusivity.

What does a financial advisor do?

• Prepare and execute strategies to attract and connect with new Clients.
• Conduct meetings with prospective and existing Clients.
• Review their current financial state and gather information about their future goals.
• Build a financial roadmap to help them achieve these goals.
• Recommend and implement suitable insurance and investment products that align with this financial roadmap.
• Continue to meet with Clients to ensure their plan stays up to date as their life situation changes (family, career, housing, debts, etc.)
• On‑going training and professional development to remain current with industry changes.
• Obtain professional accreditations and designations throughout their career (such as Certified Financial Planner – CFP).
• Stay connected within their community through ongoing networking activities, marketing, and referrals.

The person we are looking for

• Has a history of achievement (professional, academic, athletics, etc.).
• Enjoys engaging, developing, and maintaining relationships with people.
• Is disciplined and self‑motivated.
• Is goal‑oriented with a strong work ethic.
• Is a continuous learner with a deep interest in helping others.
• Has excellent communication skills.
• Has a College/University degree and some professional experience.
• Bilingualism (French, English, both oral and written) is required to answer calls from English and French speaking Clients across Canada and worldwide.

Assets (optional)

• Demonstrated ability to motivate others to action.
• Business development skills.
• LLQP and/or Mutual Fund license or course/exam completion.

Become a Sun Life advisor to take control of your future in a purpose‑driven career helping individuals, families, and business owners in your community achieve lifetime financial security and live healthier lives. To be contracted as a Sun Life advisor, you must be legally entitled to work in Canada. Sun Life will not sponsor your application for authorization to work in Canada, including for a work permit or to apply for permanent residency. The Sun Life advisor role is 100% commission‑based. The possible salary disclosure provided by this job board does not apply.

Job Category: Sales - Direct Posting End Date: 31/10/2026

Shine together

At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far‑reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. Join a top employer for a brighter future. Visit Sun Life Careers.