Financial Services Consultant- Wealth

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.

At Sun Life, our clients are at the centre of everything we do. As a licensed **Financial Services Consultant
- Wealth,**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 Services team, you will support Sun Life clients with their saving needs by speaking with clients over the phone / video and providing recommendations that meet their needs.

**What will you do**:

- 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.

**What will you bring**:

- Minimum of 2 -3 years of related sales experience in the financial services industry is preferred.
- Minimum of 2-3 years of sales / service experience is required.
- Completion or 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
- Strong listening skills and the ability to ask probing questions to understand needs
- Self motivated and have the ability to work independently
- As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required **for Quebec only** for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.

**Schedule**:

- Our Client Service Centre takes calls from clients between the hours of 8 a.m. to 8 p.m.
- Employees are scheduled for a consistent shift three out of four weeks

**Why Sun Life**:

- A focus on the mental, physical, and financial health and wellbeing of our Employees; helping you to bring your best self to work
- Competitive base salary with a quarterly bonus based on sales results
- Rewards and Recognitions program which celebrates performance excellence

Comprehensive flexible benefits program including:

- Medical, dental, life, critical illness, and disability insurance
- Lumino Health Virtual Care
- Robust defined contribution pension plan
- Stock Ownership and Savings Programs
- Tuition assistance
- Licensing fees covered
- Career growth and professional development opportunities
- Dynamic team environment and coaching from Managers
- Hybrid work environment

**Mandatory requirements**:

- Valid and active Life Insurance License (LLQP) or Insurance of person license in Quebec (1a)

LI-Hybrid

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

**Salary Range**:
58,000/58 000 - 97,000/97 000

**Job Category**:
Sales - SIP

**Posting End Date**:
09/02/2025