You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. Job Description: Req#JR00034462 FC177 St-Jean-sur-Richelieu SUN LIFE FINANCIAL ADVISOR Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and implementing recommendations in a purpose-driven career with opportunities for unlimited income potential, independence, and growth. People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your resume. It’s about who you are as a person. Are you someone who loves talking to people and comfortable providing advice? Are you disciplined and motivated? Do you value your independence? Do you love learning and developing new skills? If this sounds like you, let’s talk! What’s in it for you? Unlimited earning potential with compensation that is tied to your achievements and provides an ongoing stream of income. “Earn while you learn” monthly bonuses to provide financial stability as you develop your skills in a new career. A purpose-driven career helping people in your community become more financially secure. The independence and flexibility to build your work around the important things in your life. Hands-on dedicated local support to help you develop the skills to successfully launch, develop, and grow your business. A recognition program that celebrates your achievements through prizes and travel incentives including Conventions, Learning Retreats, Awards of Excellence, and stock ownership. Leading-edge technology so you can do business easily anytime, anywhere. A culture that celebrates excellence and inclusivity. What does a financial advisor do? Here are some of the more common activities performed by successful financial advisors: Prepare and execute strategies to attract and connect with new Clients. Conduct meetings with prospective and existing Clients. Review their current financial state and gather information about their future goals. Build a financial roadmap to help them achieve these goals. Recommend and implement suitable insurance and investment products that align with this financial roadmap. Continue to meet with Clients to ensure their plan stays up to date as their life situation changes (family, career, housing, debts, etc.) On-going training and professional development to remain current with industry changes. Obtain professional accreditations and designations throughout their career (such as Certified Financial Planner - CFP). Stay connected within their community through ongoing networking activities, marketing, and referrals. The person we are looking for: Has a history of achievement (professional, academic, athletics, etc.). Enjoys engaging, developing, and maintaining relationships with people. Is disciplined and self-motivated. Is goal-oriented with a strong work ethic. Is a continuous learner with a deep interest in helping others. Has excellent communication skills. Has a College/University degree and some professional experience. Assets (optional): Demonstrated ability to motivate others to action. Business development skills. LLQP and/or Mutual Fund license or course/exam completion. Become a Sun Life advisor to take control of your future in a purpose-driven career helping individuals, families, and business owners in your community achieve lifetime financial security and live healthier lives. To be contracted as a Sun Life advisor, you must be legally entitled to work in Canada. Sun Life will not sponsor your application for authorization to work in Canada, including for a work permit or to apply for permanent residency. #LI-GJ1 Job Category: Sales - Direct Posting End Date:
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. Job Description: Req#JR00034462 FC177 St-Jean-sur-Richelieu SUN LIFE FINANCIAL ADVISOR Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and implementing recommendations in a purpose-driven career with opportunities for unlimited income potential, independence, and growth. People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your resume. It’s about who you are as a person. Are you someone who loves talking to people and comfortable providing advice? Are you disciplined and motivated? Do you value your independence? Do you love learning and developing new skills? If this sounds like you, let’s talk! What’s in it for you? Unlimited earning potential with compensation that is tied to your achievements and provides an ongoing stream of income. “Earn while you learn” monthly bonuses to provide financial stability as you develop your skills in a new career. A purpose-driven career helping people in your community become more financially secure. The independence and flexibility to build your work around the important things in your life. Hands-on dedicated local support to help you develop the skills to successfully launch, develop, and grow your business. A recognition program that celebrates your achievements through prizes and travel incentives including Conventions, Learning Retreats, Awards of Excellence, and stock ownership. Leading-edge technology so you can do business easily anytime, anywhere. A culture that celebrates excellence and inclusivity. What does a financial advisor do? Here are some of the more common activities performed by successful financial advisors: Prepare and execute strategies to attract and connect with new Clients. Conduct meetings with prospective and existing Clients. Review their current financial state and gather information about their future goals. Build a financial roadmap to help them achieve these goals. Recommend and implement suitable insurance and investment products that align with this financial roadmap. Continue to meet with Clients to ensure their plan stays up to date as their life situation changes (family, career, housing, debts, etc.) On-going training and professional development to remain current with industry changes. Obtain professional accreditations and designations throughout their career (such as Certified Financial Planner - CFP). Stay connected within their community through ongoing networking activities, marketing, and referrals. The person we are looking for: Has a history of achievement (professional, academic, athletics, etc.). Enjoys engaging, developing, and maintaining relationships with people. Is disciplined and self-motivated. Is goal-oriented with a strong work ethic. Is a continuous learner with a deep interest in helping others. Has excellent communication skills. Has a College/University degree and some professional experience. Assets (optional): Demonstrated ability to motivate others to action. Business development skills. LLQP and/or Mutual Fund license or course/exam completion. Become a Sun Life advisor to take control of your future in a purpose-driven career helping individuals, families, and business owners in your community achieve lifetime financial security and live healthier lives. To be contracted as a Sun Life advisor, you must be legally entitled to work in Canada. Sun Life will not sponsor your application for authorization to work in Canada, including for a work permit or to apply for permanent residency. #LI-GJ1 Job Category: Sales - Direct Posting End Date:
You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Discover how you can make a difference in the lives of individuals, families and communities around the world. SUN LIFE FINANCIAL ADVISOR Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and implementing recommendations in a purpose-driven career with opportunities for unlimited income potential, independence, and growth. Unlimited earning potential with compensation that is tied to your achievements and provides an ongoing stream of income. ~“Earn while you learn” monthly bonuses to provide financial stability as you develop your skills in a new career. ~ A purpose-driven career helping people in your community become more financially secure. ~ Hands-on dedicated local support to help you develop the skills to successfully launch, develop, and grow your business. ~ A recognition program that celebrates your achievements through prizes and travel incentives including Conventions, Learning Retreats, Awards of Excellence, and stock ownership. ~ What does a financial advisor do? Here are some of the more common activities performed by successful financial advisors: Build a financial roadmap to help them achieve these goals. Recommend and implement suitable insurance and investment products that align with this financial roadmap. Continue to meet with Clients to ensure their plan stays up to date as their life situation changes (family, career, housing, debts, etc.) On-going training and professional development to remain current with industry changes. Obtain professional accreditations and designations throughout their career (such as Certified Financial Planner - CFP). Stay connected within their community through ongoing networking activities, marketing, and referrals. Has a history of achievement (professional, academic, athletics, etc.). Is a continuous learner with a deep interest in helping others. Assets (optional): Become a Sun Life advisor to take control of your future in a purpose-driven career helping individuals, families, and business owners in your community achieve lifetime financial security and live healthier lives. Sun Life will not sponsor your application for authorization to work in Canada, including for a work permit or to apply for permanent residency. #
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. Job Description: Req#JR00034451 FC163Rive Nord SUN LIFE FINANCIAL ADVISOR Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and implementing recommendations in a purpose-driven career with opportunities for unlimited income potential, independence, and growth. People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your resume. It’s about who you are as a person. Are you someone who loves talking to people and comfortable providing advice? Are you disciplined and motivated? Do you value your independence? Do you love learning and developing new skills? If this sounds like you, let’s talk! What’s in it for you? Unlimited earning potential with compensation that is tied to your achievements and provides an ongoing stream of income. “Earn while you learn” monthly bonuses to provide financial stability as you develop your skills in a new career. A purpose-driven career helping people in your community become more financially secure. The independence and flexibility to build your work around the important things in your life. Hands-on dedicated local support to help you develop the skills to successfully launch, develop, and grow your business. A recognition program that celebrates your achievements through prizes and travel incentives including Conventions, Learning Retreats, Awards of Excellence, and stock ownership. Leading-edge technology so you can do business easily anytime, anywhere. A culture that celebrates excellence and inclusivity. What does a financial advisor do? Here are some of the more common activities performed by successful financial advisors: Prepare and execute strategies to attract and connect with new Clients. Conduct meetings with prospective and existing Clients. Review their current financial state and gather information about their future goals. Build a financial roadmap to help them achieve these goals. Recommend and implement suitable insurance and investment products that align with this financial roadmap. Continue to meet with Clients to ensure their plan stays up to date as their life situation changes (family, career, housing, debts, etc.) On-going training and professional development to remain current with industry changes. Obtain professional accreditations and designations throughout their career (such as Certified Financial Planner - CFP). Stay connected within their community through ongoing networking activities, marketing, and referrals. The person we are looking for: Has a history of achievement (professional, academic, athletics, etc.). Enjoys engaging, developing, and maintaining relationships with people. Is disciplined and self-motivated. Is goal-oriented with a strong work ethic. Is a continuous learner with a deep interest in helping others. Has excellent communication skills. Has a College/University degree and some professional experience. Assets (optional): Demonstrated ability to motivate others to action. Business development skills. LLQP and/or Mutual Fund license or course/exam completion. Become a Sun Life advisor to take control of your future in a purpose-driven career helping individuals, families, and business owners in your community achieve lifetime financial security and live healthier lives. To be contracted as a Sun Life advisor, you must be legally entitled to work in Canada. Sun Life will not sponsor your application for authorization to work in Canada, including for a work permit or to apply for permanent residency. #LI-GJ1 Job Category: Sales - Direct Posting End Date:
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. Job Description: **This is a 1 year temporary position**
Location : Hybrid The Individual Insurance and Investments business unit represents close to 30 per cent of all Sun Life Financial global revenue and more than 50 per cent of Canadian earnings. We're a top provider of life, health and wealth products in the Canadian marketplace. This position works within wealth distribution under the brand of Sun Life Global Investments. Sun Life Global Investments brings together the strength of Sun Life Financial with the best in asset management from around the world to offer a line-up of unique world class investment solutions. What will you do? Partner with the Wealth Sales Directors (field wholesalers) and a Regional Sales Assistant (administrative coordinators) to generate sales through the IIROC, MFDA, and MGA investment channels; Use daily phone contact with investment advisors to build relationships, provide insight about capital markets and increase sales of Sun Life wealth solutions; Assist investment advisors and insurance specialists with Sun Life solutions, business building practices and competitor analysis; Position incentive includes competitive base salary with commission component. Generate sales and lead development through proactive outbound telephone calls and email communications; Input & utilize the CRM/database with all the information pertaining to designated region in order to plan and prioritize activities with advisors; Participate in national, regional, and project group meetings, sharing feedback and information and actively participate in sales workshops; Organize and execute conferences calls and webcasts to connect/network What do you need to succeed? The following certifications: IFIC, CFP, CIM or CFA a plus Minimum Bachelor's degree, preferably in a field such as Commerce, Finance, or Business Minimum 3 years of sales experience; experience working in the financial services industry Extremely strong sales aptitude; entrepreneurial in nature Passion for following and understanding capital markets Ability to build credibility and rapport with clients over the phone Strong listening and communication skills with the ability to simplify complicated financial concepts Ability to organize, prioritize and execute sales plans while working within a team Professional pose with strong business etiquette Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide. What's in it for you? We’re proud to be recognized as a company with a 2025 Most Trusted Executive team by Great Place to Work® Canada A caring, supportive, and inclusive culture Flexible Benefits from the day you join to meet the needs of you and your family #LI-Hybrid The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. 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 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 may use artificial intelligence to support candidate sourcing, screening, interview scheduling. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted. Salary Range: 58,000/58 000 - 93,000/93 000 Job Category: Sales - SIP Posting End Date: 13/03/2026
You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Discover how you can make a difference in the lives of individuals, families and communities around the world. SUN LIFE FINANCIAL ADVISOR Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and implementing recommendations in a purpose-driven career with opportunities for unlimited income potential, independence, and growth. Unlimited earning potential with compensation that is tied to your achievements and provides an ongoing stream of income. ~“Earn while you learn” monthly bonuses to provide financial stability as you develop your skills in a new career. ~ A purpose-driven career helping people in your community become more financially secure. ~ Hands-on dedicated local support to help you develop the skills to successfully launch, develop, and grow your business. ~ A recognition program that celebrates your achievements through prizes and travel incentives including Conventions, Learning Retreats, Awards of Excellence, and stock ownership. ~ What does a financial advisor do? Here are some of the more common activities performed by successful financial advisors: Build a financial roadmap to help them achieve these goals. Recommend and implement suitable insurance and investment products that align with this financial roadmap. Continue to meet with Clients to ensure their plan stays up to date as their life situation changes (family, career, housing, debts, etc.) On-going training and professional development to remain current with industry changes. Obtain professional accreditations and designations throughout their career (such as Certified Financial Planner - CFP). Stay connected within their community through ongoing networking activities, marketing, and referrals. Has a history of achievement (professional, academic, athletics, etc.). Is a continuous learner with a deep interest in helping others. Assets (optional): Become a Sun Life advisor to take control of your future in a purpose-driven career helping individuals, families, and business owners in your community achieve lifetime financial security and live healthier lives. Sun Life will not sponsor your application for authorization to work in Canada, including for a work permit or to apply for permanent residency. #
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. Job Description: Location: Join our Group Retirement Savings Client Service Centre team at either 1 York overlooking the Toronto Harbour with direct PATH access to Union Station or our Montreal's Metcalfe office; the original and historic Sun Life building. This role is hybrid (once per week in office) At Sun Life, our employees are our greatest asset. We foster a flexible work culture that prioritizes wellness and sustainability, offering a comprehensive range of benefits and an agile work environment. Our commitment extends beyond our employees: our clients are at the core of everything we do. As one of Canada's largest employers and leading providers of group pensions and benefits, our team is dedicated to guiding clients throughout their Sun Life journey. We support them in achieving lifelong financial security and healthier lives. As Sales Manager, Client Relationship Team , you will lead a team of Financial Services Consultants responsible for building relationships with members of our Group Retirement Services plans. The team’s objective is to support and advise clients on financial decisions while helping them achieve their financial goals. As manager of this team, you will be tasked with recruiting and developing talent, managing team performance through observational coaching to foster a high performing team to achieve service & sales targets. You will instill a client centric culture, that will empower your team to carry out our Client Experience vision: to demonstrate CARE, inspire CONFIDENCE and make it EASY for clients to do business with Sun Life. You will ensure the delivery of amazing client experiences for new clients as well improve loyalty and retention of existing clients. The manager will demonstrate agility to lead through change, as we enhance our client service model as well as evolve the delivery of holistic advice & financial planning capabilities. What you will do: Provide management, leadership direction, and coaching support to Financial Services Consultants on video conferencing and phone channel client interactions, delivering excellent service and sales outcomes Manage the day-to-day sales and service function, ensuring that both the sales and service elements of the team are functioning optimally, including oversight of licensed consultants: Closely monitoring team’s activities, maintaining a strong pulse on key performance metrics providing day to day direction to the team work force planning and scheduling 1:1 coaching and performance management Proactively identify knowledge requirements and process improvements for the team. Assist in the creation of a client and sales-centric atmosphere including a focus on client growth, retention and loyalty Manage the day-to-day sales and service function, ensuring that both the sales and service elements of the teams are functioning optimally Build a highly engaged and empowered team through a culture that is client-centric, inclusive and outcome-driven Manage the effective delivery of holistic advice Establish strong relationships within the team and department to maintain and encourage positive morale and a high level of employee engagement Responsible for executing against business goals and objectives Responsible for recruiting and developing talent for career progression internally Accountable of collaborating with the leadership team and other business partners to achieve overall business objectives Ensure that policies and procedures are effectively administered within the team Ensure that proper controls are in place to minimize business risk exposure Identify strengths/gaps within individual and team skill sets, and support development plans that close gaps, capitalize on strengths and promote career progression Monitor the ongoing qualification/licensing requirements of the team Monitor key performance indicators and work with business partners to analyze results and ensure issues are dealt with in a timely manner What you need to succeed : Experienced sales leader with a proven track record of driving results and superior client experience. Demonstrated ability to build strong relationships and deliver exceptional customer service, along with strong practice management, effective coaching and performance management skills. 3+ years people management experience. As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only as the position includes managing both French and English-speaking staff (Quebec and outside Quebec) and providing daily support to the team. Comprehensive understanding of investments, wealth and insurance products, and financial markets (strong asset for other locations). Relationship building and strong customer service orientation Coaching and performance management skills Communication skills, both written and verbal Analytical, organizational, and presentation skills Ability to manage relationships with key external and internal business partners Comprehensive and deep understanding of investments, wealth & insurance products and financial markets Knowledge of financial planning and wealth management Knowledge of Group Retirement Services' and Group Benefits’ products, processes, legislation, and tax requirements Post secondary education or relevant job experience Assets : Call Centre experience (Siebel) A valid Insurance of person license (PQAP or LLQP) Certified Financial Planning designation (CFP or IQPF) Why join Sun Life: Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives A friendly, collaborative and inclusive culture A collaborative and interactive team environment Being part of our journey in developing the next greatest digital experience Working together, sharing common values and encouraging growth & achievement #LI-Hybrid The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. 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 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 may use artificial intelligence to support candidate sourcing, screening, interview scheduling. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted. Salary Range: 80,000/80 000 - 128,000/128 000 Job Category: Sales - Client Relationship Management Posting End Date: 21/03/2026
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. Job Description: Req#JR00034457 FC062 St-Laurent SUN LIFE FINANCIAL ADVISOR Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and implementing recommendations in a purpose-driven career with opportunities for unlimited income potential, independence, and growth. People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your resume. It’s about who you are as a person. Are you someone who loves talking to people and comfortable providing advice? Are you disciplined and motivated? Do you value your independence? Do you love learning and developing new skills? If this sounds like you, let’s talk! What’s in it for you? Unlimited earning potential with compensation that is tied to your achievements and provides an ongoing stream of income. “Earn while you learn” monthly bonuses to provide financial stability as you develop your skills in a new career. A purpose-driven career helping people in your community become more financially secure. The independence and flexibility to build your work around the important things in your life. Hands-on dedicated local support to help you develop the skills to successfully launch, develop, and grow your business. A recognition program that celebrates your achievements through prizes and travel incentives including Conventions, Learning Retreats, Awards of Excellence, and stock ownership. Leading-edge technology so you can do business easily anytime, anywhere. A culture that celebrates excellence and inclusivity. What does a financial advisor do? Here are some of the more common activities performed by successful financial advisors: Prepare and execute strategies to attract and connect with new Clients. Conduct meetings with prospective and existing Clients. Review their current financial state and gather information about their future goals. Build a financial roadmap to help them achieve these goals. Recommend and implement suitable insurance and investment products that align with this financial roadmap. Continue to meet with Clients to ensure their plan stays up to date as their life situation changes (family, career, housing, debts, etc.) On-going training and professional development to remain current with industry changes. Obtain professional accreditations and designations throughout their career (such as Certified Financial Planner - CFP). Stay connected within their community through ongoing networking activities, marketing, and referrals. The person we are looking for: Has a history of achievement (professional, academic, athletics, etc.). Enjoys engaging, developing, and maintaining relationships with people. Is disciplined and self-motivated. Is goal-oriented with a strong work ethic. Is a continuous learner with a deep interest in helping others. Has excellent communication skills. Has a College/University degree and some professional experience. Bilingualism (French, English, both oral and written) is required to answer calls from English and French speaking Clients across Canada and worldwide. Assets (optional): Demonstrated ability to motivate others to action. Business development skills. LLQP and/or Mutual Fund license or course/exam completion. Become a Sun Life advisor to take control of your future in a purpose-driven career helping individuals, families, and business owners in your community achieve lifetime financial security and live healthier lives. To be contracted as a Sun Life advisor, you must be legally entitled to work in Canada. Sun Life will not sponsor your application for authorization to work in Canada, including for a work permit or to apply for permanent residency. #LI-GJ1 Job Category: Sales - Direct Posting End Date:
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. Job Description: Location : Hybrid The Senior Client Services Administrator role is to provide service excellence to Plan Sponsors, Members and Advisors on the Group Retirement Services (GRS) Operations client admin function. Join us in shaping financial futures while furthering your career in the world of retirement services. What will you do? Handle day-to-day administration of a block of business with various products in a timely manner within service level standards. Analyze and process transactions related to control accounts (suspense) daily to ensure they are current and accurate. Verify daily output and ensure corrections are completed on member accounts (P & L) Ensure all issues and complaints are escalated to the Client Service Lead/Manager. Identify trends and patterns on inquiries/transactions to help optimize client efficiencies Share client feedback or other issues with Client Service Lead to improve processes and the relationship with the client Track accurately all assigned work in the current management operating systems with appropriate ownership of work Participate actively in team huddles/meetings and keep others informed and up-to-date. What do you need to succeed? Bilingualism (French, English, both oral and written) is required to answer calls from English and French speaking clients across Canada and worldwide. Must have knowledge of investment products such as RRSPs, DCPPs, DPSPs, etc. Outstanding customer service skills with strong interpersonal and communication skills, both verbal and written Experience with MS Excel pivot tables Superior organization skills and an ability to multi-task in a high work volume setting Accuracy and speed Strong team player Preferred skills: Experience in Group Retirement Services or with investment products, a strong asset. What’s in it for you? We’re proud to be recognized as a company with a 2026 Most Trusted Executive team by Great Place to Work® Canada Access to short-term assignments or ‘Gigs’ across the organization, to help you develop new skills and connections. A collaborative and interactive team environment Charitable giving through our You Give, We Give program lets you give back to your community - and in many cases, we’ll match your contributions. Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days to support your well-being. #LI-Hybrid The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. 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 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 may use artificial intelligence to support candidate sourcing, screening, interview scheduling. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted. Salary Range: 49,000/49 000 - 77,000/77 000 Job Category: Customer Service / Operations Posting End Date: 13/03/2026
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. Job Description: Req#JR00034450 FC096 Pointe-Claire SUN LIFE FINANCIAL ADVISOR Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and implementing recommendations in a purpose-driven career with opportunities for unlimited income potential, independence, and growth. People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your resume. It’s about who you are as a person. Are you someone who loves talking to people and comfortable providing advice? Are you disciplined and motivated? Do you value your independence? Do you love learning and developing new skills? If this sounds like you, let’s talk! What’s in it for you? Unlimited earning potential with compensation that is tied to your achievements and provides an ongoing stream of income. “Earn while you learn” monthly bonuses to provide financial stability as you develop your skills in a new career. A purpose-driven career helping people in your community become more financially secure. The independence and flexibility to build your work around the important things in your life. Hands-on dedicated local support to help you develop the skills to successfully launch, develop, and grow your business. A recognition program that celebrates your achievements through prizes and travel incentives including Conventions, Learning Retreats, Awards of Excellence, and stock ownership. Leading-edge technology so you can do business easily anytime, anywhere. A culture that celebrates excellence and inclusivity. What does a financial advisor do? Here are some of the more common activities performed by successful financial advisors: Prepare and execute strategies to attract and connect with new Clients. Conduct meetings with prospective and existing Clients. Review their current financial state and gather information about their future goals. Build a financial roadmap to help them achieve these goals. Recommend and implement suitable insurance and investment products that align with this financial roadmap. Continue to meet with Clients to ensure their plan stays up to date as their life situation changes (family, career, housing, debts, etc.) On-going training and professional development to remain current with industry changes. Obtain professional accreditations and designations throughout their career (such as Certified Financial Planner - CFP). Stay connected within their community through ongoing networking activities, marketing, and referrals. The person we are looking for: Has a history of achievement (professional, academic, athletics, etc.). Enjoys engaging, developing, and maintaining relationships with people. Is disciplined and self-motivated. Is goal-oriented with a strong work ethic. Is a continuous learner with a deep interest in helping others. Has excellent communication skills. Has a College/University degree and some professional experience. Bilingualism (French, English, both oral and written) is required to answer calls from English and French speaking Clients across Canada and worldwide. Assets (optional): Demonstrated ability to motivate others to action. Business development skills. LLQP and/or Mutual Fund license or course/exam completion. Become a Sun Life advisor to take control of your future in a purpose-driven career helping individuals, families, and business owners in your community achieve lifetime financial security and live healthier lives. To be contracted as a Sun Life advisor, you must be legally entitled to work in Canada. Sun Life will not sponsor your application for authorization to work in Canada, including for a work permit or to apply for permanent residency. #LI-GJ1 Job Category: Sales - Direct Posting End Date:
