Financial Services Consultant, Wealth

Job Description

:

Work Your Way. A National Client Base. A Sales Career With Purpose.

Sun Life is growing its Group Retirement Services team and is looking for talented, licensed Financial Services Consultants to join us in British Columbia or Alberta.

In this sales-focused role, you'll connect with existing members of Sun Life Group Retirement Savings plans across Canada, helping them make informed decisions about their financial future. You'll build meaningful client relationships, deliver tailored solutions, and contribute to the success of one of Canada's most trusted financial services organizations.

We offer flexibility in how you work. If you live within reasonable commuting distance of one of our offices in Calgary, Edmonton, or Vancouver, you'll work in a hybrid model and join your colleagues in the office one day per week. If you live outside commuting distance, you'll work remotely from your home office while remaining fully connected to your team and clients.

This opportunity is ideal for someone who enjoys sales, is motivated by results, and is passionate about helping clients achieve their retirement goals. You'll benefit from an established client base, comprehensive training and development, competitive compensation, and industry-leading incentive opportunities.

If you're client-focused, driven to succeed, and ready to grow your career with a leading financial services organization, we encourage you to apply.

Why this role is special

This role focuses exclusively on existing Sun Life clients. You'll spend your time helping clients maximize their retirement savings and achieve their financial goals—without cold calling or prospecting for new clients. You'll have the opportunity to leverage your sales expertise while building long-term client relationships and delivering meaningful financial outcomes.

Make an Impact Through Advice, Sales, and Client Relationships!

At Sun Life, our clients are at the centre of everything we do. As a licensed Financial Services Consultant, Wealth, you will play an important role in helping clients achieve lifetime financial security and live healthier lives.

In this role, you will speak with existing Sun Life clients primarily by phone, and through video meetings when appropriate. You will uncover client needs, explain their options, provide personalized recommendations, and help them take action with confidence.

What you will do :

• Proactively contact existing Sun Life Group Retirement Savings plan members who are leaving, or have recently left, their employer retirement or savings plan to discuss the value of keeping their assets with Sun Life.

• Conduct primarily phone-based consultations, with video meetings as needed, to understand each client’s goals, financial situation, and future needs.

• Recommend appropriate savings, investment, and insurance solutions based on each client’s needs, life stage, and priorities.

• Build meaningful relationships with Group Retirement Savings plan members by delivering a professional, personalized, and advice-driven client experience.

• Use strong discovery skills to ask thoughtful questions, uncover opportunities, and help clients make confident financial decisions.

• Stay current on Sun Life products, industry trends, competitor offerings, regulatory expectations, and changes in the financial services marketplace.

• Take ownership of sales activity, client follow-up, and results while contributing to a supportive, high-performing team culture.

• Continuously strengthen your product knowledge, financial acumen, client conversation skills, and sales effectiveness.

What you need to succeed:

• Valid and active Life Insurance License (LLQP)

• Strong communication skills with the ability to build rapport quickly over the phone and through video, combined with confidence in asking questions, uncovering client needs, handling objections, and recommending solutions.

• Experience selling or recommending investment, retirement, or financial products is an asset, with demonstrated ability to simplify financial topics in a clear, client-friendly way.

• Strong listening skills with the ability to understand client needs and communicate complex financial information in an accessible manner.

• Self-motivated, goal-oriented mindset with the ability to work independently in a remote environment, coupled with a strong sense of ownership, professionalism, and accountability for client experience and sales results.

• Completion of a college or university degree, or equivalent related experience, with curiosity and a growth mindset demonstrating a desire to keep learning, improving, and continuously developing your sales skills.

Why Join Sun Life :

• Career growth & development – clear pathways and ongoing learning.

• Inclusive culture – where diverse perspectives are valued and voices are heard.

• Recognition & rewards – celebrating performance and impact, including a fully paid trip recognizing our Platinum performers.

• Purpose-driven work – helping Canadians build financial security for life.

• Comprehensive flexible benefits program including:

  Medical, dental, life, critical illness, and disability insurance.

  Robust defined contribution pension plan.

  Matching Stock Ownership and Savings Programs.

  Three weeks of paid vacation to start, increasing with service.

  Paid sabbatical leave every five years.

  Tuition assistance and licensing fees covered.

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