Find work in Canada.

323,429 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 9 mins ago
Development Planner
Michael Page
Halifax, NS
$90,000 to $120,000 CAD / year
Full-time
As a Development Planner, you will support the evaluation, planning, permitting, and approval of residential, commercial, mixed-use, and seniors housing developments across Ontario. Working…
Added 9 mins ago
Business Analyst
PeopleToGo Inc.
Calgary, AB
Contract
Gather, analyze, validate, and document business, content, process, security, and compliance requirements.
Added 11 mins ago
Community General Manager, Imperial Service
CIBC
Toronto, ON · Albion, PE · PCF-Albion
Full-time
…Wealth Management Essentials (WME); or Certified Financial Planner…
Added 11 mins ago
Community General Manager, Imperial Service
CIBC
Toronto, ON
Full-time
…Wealth Management Essentials (WME); or Certified Financial Planner…
Added 11 mins ago
Community General Manager II
CIBC
Sarnia, ON
Full-time
…Wealth Management Essentials (WME); or Certified Financial Planner…
Added 11 mins ago
Banking Centre Leader - Sherbrooke
CIBC
Sherbrooke, QC
Full-time
…Wealth Management Essentials (WME); or Certified Financial Planner…
Added 11 mins ago
Community General Manager, Imperial Service
CIBC
Listowel, ON
Full-time
…Wealth Management Essentials (WME); or Certified Financial Planner…
Added 11 mins ago
Community General Manager, Imperial Service
CIBC
Sarnia, ON
Full-time
…Wealth Management Essentials (WME); or Certified Financial Planner…
Added 11 mins ago
Banking Centre Leader III
CIBC
Kelowna, BC
Full-time
…Wealth Management Essentials (WME); or Certified Financial Planner…
Added 11 mins ago
Banking Centre Leader I
CIBC
Treherne, MB
Full-time
…Wealth Management Essentials (WME); or Certified Financial Planner…
Added 11 mins ago
Banking Centre Leader - Miramichi, NB
CIBC
Miramichi, NB
Full-time
…Wealth Management Essentials (WME); or Certified Financial Planner…
Added 11 mins ago
Banking Centre Leader I
CIBC
Fort Nelson 2, BC
Full-time
…Wealth Management Essentials (WME); or Certified Financial Planner…
Added 11 mins ago
Banking Centre Leader III
CIBC
Yellowknife, NT
Full-time
…Wealth Management Essentials (WME); or Certified Financial Planner…
Added 11 mins ago
Banking Centre Leader II
CIBC
Dawson Creek, BC
Full-time
…Wealth Management Essentials (WME); or Certified Financial Planner…
Added 11 mins ago
Banking Centre Leader I
CIBC
Eston, SK
Full-time
…Wealth Management Essentials (WME); or Certified Financial Planner…
Added 11 mins ago
Community General Manager, Imperial Service
CIBC
Toronto, ON
Full-time
…Wealth Management Essentials (WME); or Certified Financial Planner…
Added 25 mins ago
Entry-Level Environmental Planner
AECOM
Hamilton, ON
$60,000 to $79,000 CAD / year
Full-time
AECOM's Environment Team is actively seeking an Entry-level Environmental Planner with experience and/or interest in Class Environmental Assessments (EAs), Individual EAs, the Transit and…
Added 39 mins ago
Procurement Manager
Kelly Services (Canada), Ltd.
Brantford, ON
$66,848 to $83,560 CAD / year
Full-time
Work closely with the Demand Planner to understand long-term product and raw material requirements.
Added 41 mins ago
Associate
Richardson Wealth Ltd
Victoria, BC
· Holding or working towards a Certified Financial Planner (CFP) designation would be an asset
Added 41 mins ago
Supply Chain Planner
Stelia Aerospace North America Inc
Lunenburg, NS
The Supply Planner is responsible for ensuring material availability to support production requirements while balancing inventory investment and supply chain performance. Working closely…
Added 55 mins ago
Sr. Project Coordinator
RioCan
Toronto, ON
Full-time
Proficiency with project management and collaboration tools such as Microsoft Project, Planner, SharePoint, Teams, Copilot, Excel, PowerPoint, or equivalent applications.
Added 1 hour ago
Mobile Maintenance Planner
New Gold Inc.
Kamloops, BC
Full-time
…maintenance execution teams and mine operations teams. The Planner is responsible for supporting the mobile maintenance execution team, producing detailed work plans, aiding in the creation…
Added 2 hours ago
Care Planner and Relationship Coordinator
Angels My Way Home Care
Oakville, ON
Full-time
Care Planner & Relationship Coordinator | Angels My Way Home Care - Oakville, ON
Added 2 hours ago
Community General Manager II
CIBC
Richmond Hill, ON
Full-time
…Wealth Management Essentials (WME); or Certified Financial Planner…
Added 2 hours ago
Community General Manager, Personal & Business Banking - Charlottetown, PEI
CIBC
Charlottetown, PE
Full-time
…Wealth Management Essentials (WME); or Certified Financial Planner…

Sun Life

Financial Services Consultant, Client Relationship Team

Toronto, ON, Canada
Montreal, QC, Canada
Sun Life Toronto One York, Canada

Job type: Full-time
Apply by: Oct 3, 2026
Posting language: English
Posted: Oct 1, 2026

Apply About employer

Applications open in a new tab.

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:

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

Apply About employer

More about this job

Responsibilities

The consultant will proactively engage with group retirement savings clients to provide investment advice, retirement planning, and portfolio reviews. They are responsible for achieving service and sales targets while helping clients reach their financial goals through asset consolidation and product enrollment.

Requirements

Candidates must hold a valid and active Life Insurance License (LLQP). Strong interpersonal skills, experience in investment sales, and the ability to build rapport with clients are essential for this role.

Skills

Financial consulting
Wealth management
Retirement planning
Investment advice
Sales
Portfolio review
Asset consolidation
Risk assessment
Communication
Interpersonal skills
Active listening
Problem solving
Agility
Time management

Benefits

Medical insurance
Dental insurance
Life insurance
Critical illness insurance
Disability insurance
Lumino Health Virtual Care
Stock ownership and savings programs
Tuition assistance
Licensing fees covered
Professional development opportunities
Quarterly bonus

Visa sponsorship

Not detected in the job text

Keywords

Financial Services Consultant
Group Retirement Savings
Wealth Management
LLQP
CSC
IFIC
CFP
IQPF
Investment Advice
Retirement Planning
Asset Consolidation
Risk Tolerance
Client Service
Sales Targets
Financial Planning
Payroll Deduction
Hybrid Work
Sun Life

Report this job