Financial Services Consultant, Wealth
- Full-time
Job Description
:
Location: Once per week in office (Downtown Toronto)
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); Wealth, 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 Services team, you will support Sun Life clients with their saving needs by speaking with clients over the phone / video and providing recommendations that meet their needs.
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.
What will you do?
Proactively call existing Sun Life Group Retirement Savings plan members who are leaving or have left their employer retirement / savings plan to discuss the benefits of keeping their assets with Sun Life.
Provide consultation to clients by providing investment and protection guidance related to their financial needs, including savings, retirement income and insurance.
Create a risk assessment profile for wealth clients to align their investments to their desired risk tolerance.
Keep abreast of product changes, understand new products that that come to market, keep a pulse on industry changes and competitor products.
Contribute to sales targets by meeting or exceeding objectives.
Why this role is special: This role is focused on supporting and advising existing Sun Life clients, allowing you to build meaningful relationships without the need for cold calling or new client prospecting.
What you bring:
Valid and active Life Insurance License (LLQP)
Minimum of 2 -3 years of financial services / sales experience is preferred.
Completion of a college or university degree or equivalent related experience
Strong interpersonal and communication skills (verbal and written)
Ability to quickly build rapport and relationships with clients over the phone / video conferencing
Effective listening skills and the ability to ask probing questions to understand needs
Self motivated and have the ability to work independently
Experience selling insurance products over the phone is an asset
Why join Sun Life:
Career growth & development – clear pathways and ongoing learning
Flexibility & wellbeing – hybrid work and programs that support your whole self
Competitive base salary with a quarterly bonus based on sales results.
Inclusive culture – where diverse perspectives are valued and voices are heard
Purpose-driven work – helping Canadians build financial security
Comprehensive flexible benefits program including:
Medical, dental, life, critical illness and disability insurance
Robust defined contribution pension plan
Matching Stock Ownership and Savings Programs
Sun Life employees are eligible for a paid sabbatical leave, every 5-year milestone anniversary
Tuition assistance and Licensing fees covered
Top performers don't just get recognized—they get rewarded. Excel in your role and earn an exclusive platinum leadership trip, where high achievers connect with senior leaders and celebrate outstanding results together.
Sun Life offers a market-competitive total compensation package, including a base salary and variable incentives. This role is eligible to participate in a sales incentive plan with industry-leading incentive payout opportunities.
Salary Range:
$ 60,000/ $ 97,000