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Added 10 mins ago
RV
Technical Support Specialist
Ross Video
Ottawa, ON · Kanata, ON
- Internship
…ownership program and grow your career with ongoing learning and development support. We value connection and collaboration, with plenty of events and opportunities to build relationships…
Added 10 mins ago
OC
Term EA Assignment FTE 1.0
Ottawa Catholic School Board
Ottawa, ON · Richmond, ON
- Contract
to provide support in the students academic development; responds to the students physical, emotional and hygienic needs (i.e. toileting, etc); and
Added 10 mins ago
R
Software Developer
Raise
Calgary, AB
- Full-time
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- Full-time
Write migration guides and support application teams adopting the new shared library.
Added 10 mins ago
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Senior Power Platform Engineer
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Quebec, QC
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Experience with Agile development methodologies, application testing, and troubleshooting.
Added 10 mins ago
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- Full-time
You will support electronic development teams throughout the manufacturing lifecycle, from design and analysis automation to the processing and use of production test results.
Added 10 mins ago
C
CNC Machine Operator - Precision Equipment
CyberCoders
Chatham, NB
- $30 to $32 CAD / hour
- Contract
Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : CV5-2000500L494 -- in the email subject line for your application to be considered.
Added 10 mins ago
D
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Deloitte
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- Full-time
Collaborating with business, security, infrastructure, and development teams to understand requirements, communicate security expectations, and help drive successful assessment outcomes.
Added 10 mins ago
A
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- $24 to $33 CAD / hour
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Minimum of 2 years of hands-on development experience.
Added 10 mins ago
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- Full-time
Oversee the application of industrial protective coating systems using airless spray equipment, conventional spray systems, rollers, and brushes.
Added 10 mins ago
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Branksome Hall
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- $73,207.43 to $104,561.97 CAD / year
- Full-time
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Added 11 mins ago
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- Full-time
…print and digital media, by coordinating plans through design, development and production to achieve agreed KPIs. Work with brand, technical and cross-functional teams to maximize value,…
Added 11 mins ago
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Manager, Health Economics and Outcomes Research
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- Full-time
…evidence-based pricing and market positioning, and lead cross-functional development of high-quality HTA and pricing and reimbursement submissions. Develop impactful product listing…
Added 11 mins ago
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Senior Mechanical Engineer
Danaher Corporation
Concord, ON · CAN - Concord - AB Sciex LP
- $111,000 to $135,000 CAD / year
- Full-time
The Senior Mechanical Designer is a prominent individual contributor responsible for the design, development, and integration of electromechanical systems and subsystems for advanced…
Added 11 mins ago
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Omnichannel Engagement Manager
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Toronto, ON
- Full-time
…print and digital media, by coordinating plans through design, development and production to achieve agreed KPIs. Work with brand, technical and cross-functional teams to maximize value,…
Added 11 mins ago
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Software Engineering LMTS
Salesforce
Toronto, ON · Canada - Toronto
- Full-time
If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.
Added 11 mins ago
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Senior Relationship Manager, Commercial Financial Services - Diversified Asian Markets
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- Full-time
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Added 11 mins ago
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Support recruitment, onboarding, training, and development of new employees.
Added 11 mins ago
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Client Engagement Associate [Hourly]
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Added 11 mins ago
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Estate Planning Assistant, Wood Gundy-Bilingual
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- Full-time
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Added 11 mins ago
Student, Risk Analytics, Calgary (May 2027)
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Note: The application deadline for this position is November 11, 2026.
Added 11 mins ago
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Supervisor (Part Time)
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If you are a CURRENT Carter’s employee, do not apply via this external application. Search "Browse Jobs" in Workday to apply internally.
Added 11 mins ago
B
Business Banking Relationship Manager Trainee
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- Full-time
…share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO…
Added 11 mins ago
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Personal Banker
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…and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and…

Sun Life

Bilingual Financial Services Consultant, Client Relationship Team

Montreal, QC, Canada
Sun Life Montreal Metcalfe, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 12, 2026
Posting language: English
Posted: Oct 28, 2026

Original job description

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:

Start date: January 2027

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) or PQAP in Quebec

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
Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and 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
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

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:

62,000/62 000 - 93,000/93 000

Job Category:

Sales - SIP

Posting End Date:

11/11/2026

Apply About employer

More about this job

Responsibilities

The consultant will provide comprehensive portfolio reviews, assist with retirement planning, and advise clients on investment decisions to help them achieve financial goals. They will also proactively engage existing clients to educate them on investments and facilitate product enrollment and asset consolidation.

Requirements

Candidates must hold a valid Life Insurance License (LLQP or PQAP) and be bilingual in French and English. Experience in selling and supporting investment or savings products is required, with professional designations like CFP or CSC considered as assets.

Skills

Financial planning
Investment advice
Retirement planning
Portfolio management
Sales
Communication
Active listening
Bilingualism
Asset consolidation
Risk assessment
Problem solving
Time management

Benefits

Medical insurance
Dental insurance
Life insurance
Critical illness insurance
Disability insurance
Stock ownership and savings programs
Tuition assistance
Licensing fees covered
Professional development opportunities
Rewards and recognitions program

Visa sponsorship

Not detected in the job text

Keywords

Financial Services Consultant
Wealth Management
Retirement Savings
LLQP
PQAP
Investment Advice
Portfolio Review
Asset Consolidation
Risk Assessment
Sales Targets
Client Experience
CSC
IFIC
CFP
IQPF
Hybrid Work
Financial Planning
Group Retirement Savings

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