Financial Service Consultant
Sun Life Financial
Toronto, ON
At Sun Life, we work together, share common values and encourage growth and achievement. We offer many career paths that attract a wide variety of talent and skills. Follow a path that lets your talents shine.

Job Description:
**To be considered for this position, you are required to complete two steps in the application process. You will need to submit an online job application and complete an online assessment.

Financial Services Consultant (Wealth)

At Sun Life Financial the client is at the centre of everything we do. As a Financial Services Consultant your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. In this role, you will support clients who are leaving their employer plans by guiding, and recommending wealth solutions relevant to their unique situations

As a Financial Services Consultant (FSC):
You are a team player who enjoys helping our clients make informed decisions as they go through a career transition. You are a solution oriented, strong communicator, who uses active listening to understand client needs and provide tailored and timely recommendations. As a member of the Client Solutions Centre (CSC) you will benefit from our culture of coaching and support; through motivational and inspirational leadership your Rollover Sales Manager will empower you to make a difference in our clients’ lives.

Reporting to the Sales Manager, Client Solutions you will:
Proactively call and take calls from existing Group Retirement Savings plan members who are leaving, or have left their employer to explain their options
Assess clients’ investment needs at the point of transition, with the goal of providing the appropriate solutions
Conduct investment risk assessments and provide solutions aligned with their investment profile
Introduce clients to a Sun Life Advisor to assist with an identified need for holistic financial advice
Foster and participate in a work environment that values people, invites creativity, and celebrates learning
Stay informed of departmental and industry product, policy, and procedure changes
Contribute to the CSC's ongoing success by sharing feedback and providing insights that will help to improve our client experience
What sets us apart at Sun Life?

Why join Sun Life? Because you want a fulfilling career that challenges you to be your best, every day. The reasons are as diverse as the people who work here. Here are some examples:

Competitive Base Salary with the potential to earn up to 20% to 30% extra income
Flexible schedule Monday to Friday from 8am to 8pm
Outbound and inbound calls to existing Sun Life Clients (no cold-calling)

A Comprehensive benefits package which includes:
Medical, dental, life, and disability insurance
Stock purchase plan
3 weeks paid vacation
Licensing fees covered
The opportunity to work in an environment committed to continuous improvement as well as personal growth and development
The opportunity for career progression by consistently exceeding your performance goals
The opportunity to work in a positive, dynamic, and collaborative work environment where you are encouraged to share your ideas

Licensing requirements:
Valid and active LLQP

Required Skills:
Excellent verbal and written communication skills with the ability to build credibility and rapport
Preferred 2+ years of sales experience within the financial services industry (or relevant experience)
CSC, IFIC, CFP, CEBS, CIM or CFA would be considered strong assets
Interested in applying? Submit a job application by clicking “Apply” and complete an online assessment within 24 hours of submitting your job application using the link below.

Click on this link: to complete the online assessment after you submit your application. You will need to register with our partner Career Spark, using the same e-mail address used for your job application. If you complete this assessment before submitting your job application then you must return to this job posting again to complete your online job application by clicking “Apply”.

When a new position becomes available which matches your background and experience, the base pay range will be disclosed and correspond to the opportunity Sun Life will consider you for.

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.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

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

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

Job Category:
Sales - SIP

Posting End Date: