Financial Services Consultant - Client Relationship Team

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

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

This role is hybrid (once per week in office)

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

Preference will be given to candidates with a valid and active Life Insurance License (LLQP)

Main accountabilities

Proactively call existing Sun Life clients that have a Group Retirement Savings (GRS) plan & Group Insurance Benefit (GB) plan to establish a relationship where the objective is to educate members on their investments, benefits, and assist with product enrolment.

Consult with clients by providing investment and protection advice related to their financial needs, including savings, retirement income and insurance.

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

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

Rewards and Recognitions program which celebrates performance excellence

Benefits

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

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.

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 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 60,000/60 000 - 97,000/97 000

Job Category Sales - SIP

Posting End Date 07/03/2026

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