Financial Services Consultant - Client Relationship Team

Job Description

Location: Hybrid – 1 day per week in downtown Montreal or downtown Toronto offices.

Make an Impact Where It Matters Most

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. 

This is more than a sales role. It’s about building trust, simplifying complex financial choices, and making a real difference in people’s lives every day.

...