Financial Service Consultant- Wealth

Sun Life•Montreal, QC

8d•Hybrid

About The Position

At Sun Life, clients are central to their operations. This role is for a licensed Financial Services Consultant (FSC) in Wealth, directly contributing to the company's mission of helping clients achieve lifetime financial security and healthier lives. As part of the Client Services team, the consultant will support Sun Life clients with their saving needs through phone and video interactions, providing recommendations tailored to their requirements. This position emphasizes building trust, simplifying complex financial choices, and making a tangible difference in people's lives. It is specifically focused on advising and supporting existing Sun Life clients, fostering meaningful relationships without the need for cold calling or new client prospecting.

Requirements

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
Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking Clients or internal partners across Canada and worldwide.

Nice To Haves

Experience selling insurance products over the phone is an asset

Responsibilities

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.

Benefits

Career growth & development – clear pathways and ongoing learning
Flexibility & wellbeing – hybrid work and programs that support your whole self
Competitive base salary with a quarterly bonus based on sales results.
Inclusive culture – where diverse perspectives are valued and voices are heard
Recognition & rewards – celebrating performance and impact (ie: Includes a fully paid trip celebrating our Platinum performers)
Purpose-driven work – helping Canadians build financial security
Comprehensive flexible benefits program including: Medical, dental, life, critical illness and disability insurance
Lumino Health Virtual Care
Robust defined contribution pension plan
Matching Stock Ownership and Savings Programs
3 weeks paid vacation to start. Paid vacation time increases with service.
Sun Life employees are eligible for a paid sabbatical leave, every 5-year milestone anniversary
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.