Financial Services Consultant - Client Relationship Team

Benefits

Additional Information

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: Hybrid - 1 day per week in downtown Montreal or downtown Toronto offices. Make an Impact Where It Matters Most 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. This is more than a sales role. It's about building trust, simplifying complex financial choices, and making a real difference in people's lives every day. Wha twill you do : 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. Why this role is special: 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. What will you bring: 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 As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only to answer calls from English and French-speaking clients across Canada or worldwide. Why join Sun Life: 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. #LI-Hybrid When a new position becomes available which matches your background and experience, the base pay range