Financial Services Consultant - Client Relationship Team

Sun Life•Montreal, QC

11d•Hybrid

About The Position

At Sun Life, clients are at the centre of everything. As a licensed Financial Services Consultant (FSC), you will directly contribute to helping clients achieve lifetime financial security and live healthier lives. As a member of the 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. This role is about building trust, simplifying complex financial choices, and making a real difference in people’s lives every day. This role is focused on supporting and advising existing Sun Life clients, allowing you to build 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 clients that have a Group Retirement Savings (GRS) plan & Group Insurance Benefit (GB) plan to establish a relationship where the objective is to educate members on their investments, benefits, and assist with product enrolment.
Consult with clients by providing investment and protection advice related to their financial needs, including savings, retirement income and insurance.
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.

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.