Jobs in Canada

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Added 11 mins ago
UO
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SQ
Bilingual Consultant, Advisor Business Organization
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Sunlife Québec

Bilingual Consultant, Advisor Business Organization

Quebec, QC, Canada

Full-time

Apply on LinkedIn About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 13, 2026
Experience: 5 – 7 years of financial services experience
Posting language: English
Posted: Nov 13, 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:

The Bilingual ABOS Consultant drives growth and productivity for the Advisor Business Organizations (ABOS) team supporting Sun Life Financial Distributors (SLFD). The ABOS Consultant achieves this by working collaboratively with field leaders and advisors to identify the teaming, business structure, succession planning and acquisition opportunities in their business. In doing so, they will help field leaders and advisors activate business management tools, programs, and practices to increase advisor productivity and capacity, develop profitable business practices, and improve client service.

The ABOS Consultant will also be responsible for working with field leaders, and their regions, to ensure they have the ability to recruit experienced advisors, support external acquisitions, support advisor teaming expansion, and support business consultations for advisors. The ABOS Consultant will work with field leaders to ensure we have active pipelines for each of these activities.

The ABOS Consultant will deploy a number of methods to coach and support field leaders and advisors, such as 1:1 casework as well as delivering and facilitating workshops within their designated region.

In supporting field managers and advisors, the ABOS Consultant will be expected to be an expert resource in business consultation, teaming, succession planning and practice acquisition. They will also be expected to have a working knowledge of experienced advisor recruiting.

What will you do?

Develop and manage industry-leading consulting practices to drive field leader and advisor productivity and growth.
Proactively work with field leaders to support activation of growth programs, targeted training sessions and workshops to drive ABOS activity.
Individual case consulting work with advisors to determine business objectives that will increase the growth of their businesses by implementing business growth tools and strategies.
Through virtual and face-to-face consultation, create proposals, business solutions, implementation plans, and execute and monitor various action plans to ensure the agreed business results are achieved. This will be primarily focused on business growth and capacity strategies, teaming, external acquisitions, workshop uptake and follow-up sessions.
Contribute to the development of national programs by identifying gaps, designing, developing new and promoting existing practices, tools, programs and processes.
Promote and build awareness of products and services through workshops to SLFD field leadership leadership teams and advisors.
Collaborate with other head office roles to enhance business results, for example, Advisor Business Organizations, Business Growth Consultants, Financial Centre Resource Team Leaders, Estate and Financial Planning Services (EFPS), Distribution Compensation, Compliance, Legal.
Collect and share best practices, new ideas in the area of advisor business processes and business practices that will further contribute to field leader and advisors’ sustained growth.
Regular update meetings and communication with field leaders, ABOS and participating advisors.

What do you need to succeed?

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
University degree or equivalent business experience
5 – 7 years of financial services experience
Experience in a Career Sales Force
Superior knowledge in practice management concepts
Familiarity with SLF's products, programs, services and commission structure
Understanding of the sales process and sales support tools
Experience with Salesforce
Nationally recognized coaching designation
Results-driven, solution-oriented self-starter with practical business knowledge
Expert consulting skills (interpersonal, problem solving, decisive and analytical), with a sales orientation and a knowledge of how to run a small business
Innovative thinker with an entrepreneurial spirit
Ability to influence, motivate and build strong relationships
Ability to interpret data and turn it into meaningful information and solutions
Outgoing, energetic, relationship-centered approach
Outstanding communication (written and oral) and presentation skills
Flexibility and the ability to cope with and influence change
Comfort in dealing with a variety of levels of leaders, advisors and managers
Adept at juggling multiple priorities, and the ability to work independently and in a team environment
Expert leadership skills and customer focus
Takes ownership and initiative for achieving results in a dynamic, fast paced sales environment
Organizational know-how and ability to navigate the organization, multi-discipline, multi-site teams

What's in it for you?

The opportunity to move along a variety of career paths with amazing networking potential
Flexible Benefits from the day you join to meet the needs of you and your family
We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential
We’re honoured to be recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® Canada
We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health

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:

85,000/85 000 - 128,000/128 000

Job Category:

Sales - Distribution Support

Posting End Date:

22/11/2026

Apply on LinkedIn About employer

More about this job

Responsibilities

Consult with financial advisors and field leaders to improve business growth, productivity, capacity, client service, and profitability through business planning, teaming, succession planning, and acquisitions. Develop and deliver consultations, proposals, action plans, workshops, and growth programs, while coordinating with internal partners and sharing effective practices.

Requirements

Requires French and English fluency, a university degree or equivalent business experience, and 5–7 years of financial services experience, including experience in a career sales force. Candidates should bring strong practice-management knowledge, consulting and coaching capabilities, familiarity with financial products and sales tools, and excellent communication, relationship-building, analytical, and organizational skills.

Skills

Business Consulting
Practice Management
Business Growth Strategy
Advisor Teaming
Succession Planning
Practice Acquisition
Experienced Advisor Recruiting
Coaching
Workshop Facilitation
Sales Process
Salesforce
Data Interpretation
Relationship Building
Influencing and Motivating
Communication and Presentation
Bilingual Communication

Benefits

Flexible Benefits
Career Development Opportunities

Visa sponsorship

Not detected in the job text

Keywords

Advisor Business Organizations
Financial Services
Financial Distribution
Practice Management
Business Consultation
Business Growth
Advisor Productivity
Business Capacity
Business Structure
Advisor Teaming
Succession Planning
Practice Acquisition
Experienced Advisor Recruiting
External Acquisitions
Business Management Tools
Growth Programs
Training Sessions
Workshop Facilitation
Action Plans
Sales Process
Sales Support Tools
Salesforce
Coaching Designation
Data Interpretation
Client Service
Commission Structure
Bilingual Communication
Stakeholder Collaboration
Change Management
Financial Planning

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Work requirements

Jobs in Canada