Bilingual Financial Consultant - Sun Life, Montreal

AI Summary

This Bilingual Financial Services Consultant role at Sun Life in Montreal focuses on advising existing clients. You will help individuals maximize their retirement savings and achieve their financial goals. Key requirements include a valid LLQP or PQAP license, bilingual proficiency in French and English, and strong communication skills. This position offers a hybrid work model, with one day per week in the office.

About the Opportunity at Sun Life

This unique opportunity at Sun Life in Montreal allows a dedicated professional to make a significant impact on the financial well-being of existing clients. As a Bilingual Financial Services Consultant, Wealth, you will focus exclusively on helping individuals maximize their retirement savings and achieve their long-term financial goals. This role is distinct as it involves no cold calling or prospecting for new clients, allowing you to concentrate on building deep, lasting relationships. You will leverage your sales expertise to provide personalized financial advice, ensuring clients feel confident in their decisions. Every day, you will have the chance to make life brighter for Sun Life's valued clients by understanding their unique needs and recommending appropriate solutions. Your experience in the financial sector will be crucial in guiding clients through complex choices, ensuring they secure their future and enhance their overall financial life.

Responsibilities and Client Engagement

In this role, you will proactively contact existing Sun Life Group Retirement Savings plan members, primarily by phone and video, to discuss the value of retaining their assets with Sun Life. Your primary responsibility will be to conduct thorough consultations to understand each client's goals, financial situation, and future needs. Based on this understanding, you will recommend appropriate savings, investment, and insurance solutions tailored to their life stage and priorities. Building meaningful relationships with clients is paramount, delivering a professional, personalized, and advice-driven client experience. Strong discovery skills are essential to ask thoughtful questions, uncover opportunities, and empower clients to make confident financial decisions. You will also take ownership of your sales activity and client follow-up, contributing to a high-performing team culture. Continuous learning to strengthen product knowledge, financial acumen, and sales effectiveness is encouraged, enhancing your overall experience within the Sun Life team.

Essential Qualifications and Growth

To succeed in this Bilingual Financial Services Consultant role, candidates must possess a valid and active Life Insurance License (LLQP) or Insurance of Persons License (PQAP) in Quebec. Bilingualism in French and English, both oral and written, is a non-negotiable requirement to effectively serve clients across Canada. Strong communication skills are vital for building rapport quickly over the phone and video, confidently asking questions, uncovering client needs, handling objections, and recommending financial solutions. While not strictly mandatory, experience selling or recommending investment, retirement, or financial products is a significant asset, demonstrating an ability to simplify complex financial topics. Strong listening skills are also crucial for understanding client needs and communicating intricate financial information accessibly. A self-motivated, goal-oriented mindset, coupled with a strong sense of ownership and accountability for client experience and sales results, will ensure success. A college or university degree, or equivalent related experience, along with a growth mindset, will support continuous development in sales skills and financial knowledge at Sun Life.