Intern assisting with project controls and administrative support tasks for infrastructure projects at HNTB. Engaging with teams, preparing reports, and managing administrative functions to support project goals.
About the role
- Financial Services Consultant at Sun Life building relationships to provide financial guidance for investments and retirement. Must have a valid insurance license and experience in financial services sales.
Responsibilities
- You will build trusted relationships with members of our group plans, providing guidance and advice to help them make informed financial decisions and progress toward their financial goals.
- Deliver personalized financial advice and solutions across retirement, investments, and insurance, while consistently providing exceptional client experiences.
- Proactively call existing Sun Life clients that have a Group Choices plan and establish a relationship where the objective is to educate and advise clients on their products, investments while assisting with asset consolidation and client loyalty.
- Provide investment advice to clients, through consultation related to their financial needs, including savings, and retirement income.
- Partner with client to be ‘retirement ready’ through the use of financial planning tools.
- Contribute to sales targets by meeting or exceeding objectives.
- Keep abreast of product changes, understand new products that come to market, keep a pulse on industry changes and competitor products.
- This role does NOT require any prospecting of new clients or cold calling.
Requirements
- Mandatory requirement: Valid and active Life Insurance License (LLQP) or Insurance of person license in Quebec (PQAP).
- Thrives in a coaching‑led environment—actively solicits feedback, embraces development conversations, and makes visible changes to approach and execution.
- A passion for building relationships and creating amazing client experiences.
- Experience with selling and supporting clients with investment, savings products.
- Ability to quickly build rapport and relationships with clients over the phone or video conferencing.
- Strong interpersonal and communication skills (verbal and written).
- Strong listening skills and the ability to probe by asking questions to understand needs.
- Self motivated and can work independently.
- Minimum of 1-3 years of related sales experience in the financial services industry.
- Experience selling wealth products over the phone.
- Bilingualism (French, English, both oral and written) is required to answer calls from English and French speaking clients across Canada and worldwide.
- Asset: Canadian Securities Course (CSC)
- Canadian Investment Fund Course (IFIC)
- Certified Financial Planner (CFP) designation or Financial Planner designation (IQPF)
- Completion of a college or university degree is an asset.
Benefits
- Competitive salary with a quarterly bonus based on sales results.
- Rewards and Recognition program which celebrates performance excellence (ie: Includes an annual, fully paid trip celebrating our Platinum performers).
- Comprehensive flexible benefits program including: Medical, dental, life, critical illness and disability insurance.
- Robust defined contribution pension plan.
- Matching Stock Ownership and Savings Programs.
- Sun Life employees are eligible for a paid sabbatical leave, every 5-year milestone anniversary.
- Tuition assistance.
- Licensing fees covered.
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