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Added 12 mins ago
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Operations Consultant - Full Time
Sephora
Calgary, AB
- $17 to $20 CAD / hour
- Full-time
Provide friendly, professional and knowledgeable service to clients as needed during store business hours.
Added 27 mins ago
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Meat & Seafood - Clerk Meat
Sobeys
Saskatoon, SK
- Full-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 27 mins ago
ME
Research Analys
MARMAR ENTPS II LTD LBLTY CO
Canada
- Full-time
Experience in research, data analysis, consulting, market research, business intelligence, finance, or related fields is preferred.
Added 27 mins ago
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Produce - Clerk Produce
Sobeys
Saskatoon, SK
- Full-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 27 mins ago
SC
Bakery Clerk
Safeway Canada
Terrace, BC
- Full-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 27 mins ago
SC
Deli Clerk
Safeway Canada
Terrace, BC
- Full-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 27 mins ago
SC
Produce Clerk
Safeway Canada
Terrace, BC
- Full-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 27 mins ago
SC
Starbucks Barista
Safeway Canada
Terrace, BC
- Full-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 27 mins ago
SC
HMR/Deli A La Carte - Clerk Home Meal Replacement
Safeway Canada
AB · Edmonton, AB
- Full-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 57 mins ago
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Applied Scientist, ITA-Global Hiring Science
Amazon Science
Vancouver, BC
- Full-time
Global Hiring Science owns and develops products and services using Artificial Intelligence and Machine Learning (ML) that enhance recruitment. We collaborate with scientists to build and…
Added 1 hour ago
SI
Business Intelligence Analyst
Spait Infotech
Canada
- Full-time
Collect, analyze, and interpret business data from multiple sources.
Added 1 hour ago
Starbucks Barista
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Terrace, BC
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 1 hour ago
Deli Clerk
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Terrace, BC
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 1 hour ago
Produce Clerk
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Terrace, BC
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 2 hours ago
IE
Manager, Supply Chain & Innovation
IMAX Enhanced | Streaming & Consumer Technology
Mississauga, ON
- Full-time
…operational improvement initiatives. Evaluate opportunities based on business impact, risk, effort, dependencies, resource requirements and expected financial or service benefits, and help…
Added 2 hours ago
Produce - Clerk Produce
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Saskatoon, SK
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 2 hours ago
Meat & Seafood - Clerk Meat
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Saskatoon, SK
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 2 hours ago
Prepared Foods - Manager Home Meal Replacement
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Saskatoon, SK
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 2 hours ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Ottawa, ON
- Full-time
Ensures staffing levels are adequate to effectively operate the business
Added 3 hours ago
IB
Manager, Development Communications
Ivey Business School at Western University
London, ON
- Full-time
We acknowledge that Ivey Business School is located on the traditional lands of the Anishinaabek, Haudenosaunee and the Lūnaapéewak, on lands connected with the Dish with One Spoon Covenant…
Added 3 hours ago
NB
Private Wealth Advisor
National Bank of Canada
Montreal, QC · Saint-Laurent, QC
- Full-time
Work in synergy with all of the National Bank's business lines.
Added 3 hours ago
NB
Senior Advisor, Digital Assets
National Bank of Canada
Montreal, QC
- Full-time
…the future of operational processes supporting this growing…
Added 3 hours ago
NB
Private Wealth Advisor
National Bank of Canada
Montreal, QC
- Full-time
Work in synergy with all of the National Bank's business lines.
Added 3 hours ago
SD
Front Store Manager, Salaried Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Ottawa, ON
- Full-time
Ensures staffing levels are adequate to effectively operate the business
Added 3 hours ago
BB
Event Coordinator
Bond Brand Loyalty
Toronto, ON
- $50,000 to $62,500 CAD / year
Use of Artificial Intelligence (AI): Bond uses AI tools during parts of the screening, assessment, and selection process, supporting a fair and efficient hiring process. We welcome…

Closed listing

Sun Life Québec

Financial Services Consultant, Client Relationship Team

Montreal, QC, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Job type: Full-time
Closing date: Oct 31, 2026
Posting language: English
Posted: Oct 1, 2026

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Original job description

Archived listing. The details below describe a past opening.

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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Location: Join our Group Retirement Savings Client Service Centre team at 1 York overlooking the Toronto Harbour with direct PATH access to Union Station.

This role is hybrid (once per week in office)

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.

Licensing requirement:

Valid and active Life Insurance License (LLQP)

Main accountabilities:

Proactively call existing Sun Life clients that have a Group Retirement Savings (GRS) plan to establish a relationship where the objective is to educate members on their investments, assist with product enrolment and asset consolidation.
Consult with clients by providing investment advice related to their financial needs, including savings and retirement income.
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.

What will you bring:

A passion for building relationships and creating amazing client experiences
Experience with selling and supporting clients with investment, savings products
Strong interpersonal and communication skills (verbal and written)
Ability to quickly build rapport and relationships with clients over the phone or video conferencing
Strong listening skills and the ability to ask probing questions to understand needs
Possess an owner’s mindset in order to build strong client experiences and loyalty, while contributing within a fast-paced evolving team
Ability to be agile and effectively manage changing priorities or processes
Self motivated and have the ability to work independently
Canadian Securities Course (CSC) - asset
Canadian Investment Fund Course (IFIC) - asset
Certified Financial Planner (CFP) designation or Financial planner designation (IQPF) - asset
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.

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
Flexibility of hybrid work environment
Competitive base salary with a quarterly bonus based on sales results
A focus on the mental, physical, and financial health and wellbeing of our Employees; helping you to bring your best self to work
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

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to thebrightside@sunlife.com.

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

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

Salary Range:

65,000/65 000 - 98,000/98 000

Job Category:

Sales - SIP

Posting End Date:

02/10/2026

About employer

More about this job

Responsibilities

Proactively contact Group Retirement Savings clients to explain investment options, support enrollment and asset consolidation, and provide advice on savings, retirement income, and financial goals. Review portfolios and risk profiles, help clients maintain financial plans, and contribute to sales and service targets through personalized guidance and support with contributions and payroll deductions.

Requirements

Applicants must hold a valid, active Life Insurance License (LLQP) and bring experience selling or supporting investment and savings products. Strong communication, listening, relationship-building, adaptability, and independent-work skills are expected; CSC, IFIC, CFP, or IQPF credentials are assets.

Skills

Client Relationship Building
Investment Advice
Retirement Planning
Portfolio Reviews
Financial Planning
Investment Risk Assessment
Sales
Client Service
Communication
Active Listening
Needs Assessment
Rapport Building
Relationship Management
Adaptability
Time Management
Independent Work

Benefits

Mental, Physical, And Financial Wellbeing Support
Quarterly Sales Bonus
Medical Insurance
Dental Insurance
Life Insurance
Critical Illness Insurance
Disability Insurance
Virtual Healthcare
Stock Ownership And Savings Programs
Tuition Assistance
Licensing Fee Coverage
Professional Development
Hybrid Work Environment

Visa sponsorship

Not detected in the job text

Keywords

Group Retirement Savings
Financial Services
Wealth Management
Life Insurance License
LLQP
Investment Advice
Retirement Planning
Financial Planning Tools
Portfolio Review
Investment Risk Assessment
Risk Tolerance
Asset Consolidation
Product Enrollment
Savings Products
Retirement Income
Payroll Deductions
Lump-Sum Contributions
Sales Targets
Service Targets
Canadian Securities Course
CSC
Canadian Investment Funds Course
IFIC
Certified Financial Planner
CFP
Financial Planner Designation
IQPF
Video Conferencing

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