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Financial consultant Jobs in Longueuil, QC

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Financial consultant • longueuil qc

Last updated: 2 days ago
  • Promoted
Financial Service Consultant- Insurance

Financial Service Consultant- Insurance

Sun Life QuébecMontreal, Montreal (administrative region), CA
Full-time
Financial Service Consultant – Insurance.It is a hybrid position; you must come to the downtown Montreal office once per week. As a Financial Services Consultant (FSC), you are a self‑starter who en...Show moreLast updated: 11 days ago
Consultant / Senior Consultant, Financial Modelling & Value Creation

Consultant / Senior Consultant, Financial Modelling & Value Creation

KPMGMontreal, Quebec, Canada
Full-time
At KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause : turning insight into opportunity for clients and communities around the world.We help companies gr...Show moreLast updated: 30+ days ago
Bilingual Financial Planning Software Solutions Consultant

Bilingual Financial Planning Software Solutions Consultant

Royal Bank of CanadaMONTRÉAL, Quebec, Canada
Full-time
The Bilingual Financial Planning Software Solutions Consultant will support RBC Financial Planners, Investment Advisors, and more across Canada by providing financial advice and planning solutions ...Show moreLast updated: 30+ days ago
  • Promoted
Senior Financial Analyst - Financial Reporting

Senior Financial Analyst - Financial Reporting

BitfarmsMontreal, Montreal (administrative region), CA
Full-time +1
Bitfarms is a global vertically integrated Bitcoin mining company that operates one of the largest cryptocurrency mining operations in North America. As the only publicly traded pure-play Bitcoin mi...Show moreLast updated: 30+ days ago
  • Promoted
Financial Analyst

Financial Analyst

ABBLongueuil, Montérégie, CA
Full-time
At ABB, we help industries outrun - leaner and cleaner.Here, progress is an expectation - for you, your team, and the world. As a global market leader, we’ll give you what you need to make it happen...Show moreLast updated: 15 days ago
Financial Advisory Consultant

Financial Advisory Consultant

Royal Bank of Canada>MONTRÉAL, Canada
Full-time
RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office role...Show moreLast updated: 30+ days ago
Financial Advisory Consultant

Financial Advisory Consultant

0000050599 RBC Dominion Securities Inc.MONTRÉAL, Quebec, Canada
Full-time
RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office role...Show moreLast updated: 30+ days ago
Senior Financial Analyst, Financial Projects - Investment Sector

Senior Financial Analyst, Financial Projects - Investment Sector

Randstad CanadaMontreal, Quebec, CA
Permanent
Quick Apply
Join a reputable firm in the investment industry offering a dynamic, innovative and performance-driven environment.The organization places financial discipline, technological evolution and talent d...Show moreLast updated: 30+ days ago
  • Promoted
Actuarial Consultant - Financial Planning & Analysis (12-15 months)

Actuarial Consultant - Financial Planning & Analysis (12-15 months)

WawanesaMontreal, Montreal (administrative region), CA
Permanent
English : this role is considered a head-office role and will be required to communicate with internal stakeholders across Canada where the primary business language utilized is English.At Wawanesa,...Show moreLast updated: 2 days ago
  • Promoted
Financial Analyst

Financial Analyst

CAE IncMontreal, Montreal (administrative region), CA
Full-time
Financial Analyst page is loaded## Financial Analystlocations : Montreal (St.Laurent)time type : Full timeposted on : Posted Todayjob requisition id : 118753 • •About This Role • • ...Show moreLast updated: 23 days ago
  • Promoted
Consultant / Senior Consultant, Financial Modelling & Value Creation

Consultant / Senior Consultant, Financial Modelling & Value Creation

KPMG LLP CanadaMontreal, Montreal (administrative region), CA
Full-time
At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause : turning insight into opportunity for clients and communities around the world.We help companies gr...Show moreLast updated: 16 days ago
  • Promoted
Senior Consultant - Financial Transaction Reporting - Assurance

Senior Consultant - Financial Transaction Reporting - Assurance

Ernst & Young Advisory Services Sdn BhdMontreal, Montreal (administrative region), CA
Full-time
Senior Consultant - Financial Transaction Reporting - Assurance.Other locations : Primary Location Only.At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally ...Show moreLast updated: 15 days ago
  • Promoted
Financial Controller

Financial Controller

Anyon Systems Inc.Montreal, Montreal (administrative region), CA
Full-time
Anyon Systems is a quantum computing company located in the Greater Montreal Region and with presence in Waterloo, Ontario. We are innovators, engineers, scientists, and above all problem solvers.At...Show moreLast updated: 15 days ago
  • Promoted
Senior Consultant - Financial Transaction Reporting - Assurance

Senior Consultant - Financial Transaction Reporting - Assurance

EYMontreal, Montreal (administrative region), CA
Full-time
Senior Consultant - Financial Transaction Reporting - Assurance.Join to apply for the Senior Consultant - Financial Transaction Reporting - Assurance role at EY. At EY, we’re all in to shape your fu...Show moreLast updated: 30+ days ago
  • Promoted
Actuarial Consultant - Financial Planning & Analysis (12-15 months)

Actuarial Consultant - Financial Planning & Analysis (12-15 months)

Wawanesa InsuranceMontreal, Montreal (administrative region), CA
Permanent
English : this role is considered a head‑office role and will be required to communicate with internal stakeholders across Canada where the primary business language utilized is English.At Wawanesa,...Show moreLast updated: 2 days ago
  • Promoted
SAP Financial Consultant

SAP Financial Consultant

PrecisionERP / PrecisionITMontreal, Montreal (administrative region), CA
Full-time +1
PrecisionERP / PrecisionIT provided pay range.This range is provided by PrecisionERP / PrecisionIT.Your actual pay will be based on your skills and experience — talk with your recruiter to learn mo...Show moreLast updated: 23 days ago
  • Promoted
Financial Advisory Consultant- EN

Financial Advisory Consultant- EN

RBCMontreal, Montreal (administrative region), CA
Full-time
Financial Advisory Consultant- EN at RBC.RBC Family Office Services is a team of professionals who support Investment Advisors and RBC Canadian Banking, delivering integrated wealth management and ...Show moreLast updated: 30+ days ago
  • Promoted
Financial Service Consultant- Insurance

Financial Service Consultant- Insurance

Sun Life FinancialMontreal, Montreal (administrative region), CA
Full-time
Financial Service Consultant- Insurance page is loaded## Financial Service Consultant- Insurancelocations : Montreal, Quebectime type : Full timeposted on : Posted Todayjob requisition id : JR0...Show moreLast updated: 12 days ago
  • Promoted
Senior Consultant, Financial Crimes

Senior Consultant, Financial Crimes

KPMG CanadaMontreal, Montreal (administrative region), CA
Full-time
Senior Consultant, Financial Crimes.At KPMG, you’ll join a team of diverse and dedicated problem solvers connected by a common cause of turning insight into opportunity for clients and communities ...Show moreLast updated: 24 days ago
Financial Service Consultant- Insurance

Financial Service Consultant- Insurance

Sun Life QuébecMontreal, Montreal (administrative region), CA
11 days ago
Job type
  • Full-time
Job description

Job Description

Financial Service Consultant – Insurance. It is a hybrid position; you must come to the downtown Montreal office once per week. As a Financial Services Consultant (FSC), you are a self‑starter who enjoys building relationships, managing a pipeline of leads, and showcasing the value Sun Life brings. The prospect of engaging members over the phone who are leaving their employer plans energizes you, and the journey of uncovering a member’s needs and recommending insurance solutions to satisfy those needs inspires you.

Responsibilities

  • Receive inbound calls and transferred sales leads from Group Benefits members who are leaving their employer, and want to convert their health and dental, life insurance and / or critical illness policies.
  • Provide phone consultation to members who have insurance needs by reviewing their options and recommending solutions that are aligned to their needs.
  • Build expertise on our range of insurance products.
  • Fulfill the requirements of all key strategic priorities i.e., multi‑product selling and partnering with Sun Life’s Career Sales Force.
  • Resolve problems by clarifying issues; researching and exploring answers and alternative solutions; implementing solutions; escalating unresolved problems.
  • Meet Quality Assurance Requirements and other key performance metrics.
  • Contribute to the Rollover Protection sales target by meeting or exceeding individual count and premium targets.

Specific knowledge, skills, and abilities

  • Strong interpersonal, written, and oral communication skills.
  • Bilingualism (French, English, both oral and written) is required for frequent interactions with English- and French-speaking colleagues or internal partners across Canada and worldwide.
  • Strong listening skills and the ability to ask probing questions, understand concerns, and overcome objections.
  • Strong work ethic and self‑starter, able to effectively manage multiple priorities and adapt to change within a fast‑paced business environment.
  • Must possess a professional and friendly attitude and be able to quickly develop a rapport with customers over the phone.
  • Must possess and be able to demonstrate strong influencing and closing skills.
  • Ability to learn and navigate new software quickly.
  • What you bring to the table

  • Valid and active Life Insurance License (A1).
  • Minimum 2 years of related sales and / or service experience (sales experience preferred).
  • Excellent communication skills.
  • Maximize your earning potential

  • Competitive Base Salary with the potential to earn up to 20% to 30% extra income.
  • Comprehensive benefits package including :
  • Medical, dental, life, and disability insurance.

  • Stock purchase plan.
  • 3 week paid vacation.
  • Tuition assistance.
  • Licensing fees covered.
  • Foster environment of continuous education committed to personal growth and development.
  • Salary Range

    58,000 - 93,000

    Job Category

    Sales - SIP

    Posting End Date

    05 / 12 / 2025

    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! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

    We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

    Referrals increase your chances of interviewing at Sun Life Québec by 2x.

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