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Added 10 mins ago
AH
Occupational Therapist II - Rehabilitation Oncology
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- Part-time
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Added 10 mins ago
AH
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- Part-time
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Added 10 mins ago
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Added 10 mins ago
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Added 10 mins ago
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Added 10 mins ago
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Added 7 hours ago
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Montreal, QC
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Sunlife Québec

Bilingual Financial Services Consultant, Client Relationship Team

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 27, 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

Build relationships with existing group retirement plan clients, provide investment and retirement guidance, and help clients review portfolios, assess risk, and maintain financial plans. Support product enrollment, payroll deductions, contributions, and asset consolidation while meeting sales and service targets.

Requirements

An active Life Insurance License (LLQP) or Quebec PQAP is required, along with strong client communication, listening, relationship-building, and sales skills. French and English fluency in speaking and writing is required; CSC, IFIC, and CFP or IQPF credentials are assets.

Skills

Client Relationship Building
Investment Advice
Financial Planning
Retirement Planning
Portfolio Reviews
Sales
Client Service
Communication
Active Listening
Needs Assessment
Rapport Building
Risk Assessment
Asset Consolidation
Adaptability
Self-Motivation
Bilingual Communication

Benefits

Medical Insurance
Dental Insurance
Life Insurance
Critical Illness Insurance
Disability Insurance
Stock Ownership Program
Savings Program
Tuition Assistance
Licensing Fee Coverage
Quarterly Sales Bonus
Flexible Benefits
Hybrid Work Flexibility
Professional Development
Career Growth Opportunities
Employee Recognition Program

Visa sponsorship

Not detected in the job text

Keywords

Financial Services Consultant
Client Relationship Team
Group Retirement Savings
Life Insurance License
LLQP
PQAP
Investment Advice
Wealth Management
Retirement Planning
Financial Planning
Portfolio Review
Investment Risk Assessment
Risk Tolerance
Asset Consolidation
Product Enrollment
Payroll Deductions
Lump Sum Contributions
Sales Targets
Service Targets
Canadian Securities Course
CSC
Canadian Investment Funds Course
IFIC
Certified Financial Planner
CFP
IQPF
Bilingual French and English
Client Experience

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