Bilingual Advisor

4 weeks ago

Quebec, Canada Sun Life Québec Full time

Bilingual Advisor - Wealth, Prospr by Sun Life Join to apply for the Bilingual Advisor - Wealth, Prospr by Sun Life role at Sun Life Québec. This hybrid‑model position works a later shift (12PM‑8PM) Monday‑Friday, balancing office and remote work. Job Description As a Wealth Advisor you will provide holistic Life, Health and Wealth solutions to clients, engaging with insurance and investment clients to assess and recommend personalised solutions. Responsibilities Proactively call and take calls from new and existing insurance and investment clients, providing holistic advice. Engage clients over the phone and digital tools, identifying their needs and recommending solutions aligned with their goals. Assess clients’ financial needs and recommend appropriate investment and/or insurance solutions. Help clients be ‘retirement ready’ through planning tools. Conduct investment risk assessments and provide solutions aligned with their investment profile. Work closely with the Branch Manager and support teams to stay current on product and regulatory updates. Maintain registration and licensing as an MFDA Dealing representative and Insurance Advisor across all provinces and territories. Identify continuous improvement opportunities to enhance the client experience and product offerings. Participate in a work environment that values creativity, learning, accountability, and employee engagement. Qualifications Bachelor degree or 2+ years of relevant experience. Valid sales and service experience, preferably in insurance. Strong knowledge and passion of retail insurance and investment products. Experience conducting business over the phone. Strong knowledge of the Mutual Fund Industry, compliance and dealer operations practices. Availability on a variable schedule Monday to Friday between 8am‑8pm. Excellent written and verbal communication skills. Strong relationship‑building skills. Strong problem‑solving skills. Adaptable and resourceful. Required Licensing Valid CIRO Mutual Fund License or completion of IFIC or CSC certification courses, enabling immediate licensing. Assets Life License (LLQP) certification. CFP/Financial Planning designation. Experience in blended or outbound call centre/telephone servicing. Sun Life Individual Insurance and Investment product knowledge. Experience using Salesforce.com for customer relationship management. Ability to leverage digital tools to create engaging client interactions. Base compensation typically ranges between $60,000 and $62,000 annually. Benefits Hybrid work model with office in downtown Toronto on select days. Competitive salary and annual incentive plan. Comprehensive benefits package: medical, dental, life, disability insurance; employee‑matched pension plan; stock purchase plan; 3 weeks paid vacation; licensing fees covered. Opportunity for continuous improvement, personal growth, and career development. Positive, dynamic, collaborative work environment encouraging ideas and engagement. Reporting Reports to the Manager, Prospr. EEO Statement Diversity and inclusion are core values at Sun Life. We welcome applicants from all backgrounds. Persons with disabilities may request accommodations. Posting End Date 23/11/2025 #J-18808-Ljbffr

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