Sun Life Financial Is Hiring A Bilingual Advisor

Join Our Dynamic Team as an IFIC Certified Prospr Advisor at Sun Life Financial!

Discover a career where your unique background, experience, and perspective are valued. Be empowered, challenged, and supported to reach your full potential while making a meaningful difference in the lives of clients across Canada and beyond. 🌟

About the Role

As a Prospr Advisor at Sun Life Financial, your work directly contributes to our mission of helping clients achieve lifelong financial security and healthier living. You'll provide comprehensive wealth solutions to both new and existing clients, leveraging your expertise and passion for retail investment products.

Are you a solution-oriented, effective communicator who enjoys active listening and tailored advice? Do you thrive in an environment committed to personal growth and continuous improvement? If yes, then this is the perfect opportunity for you! Feel free to reach out to our recruiter Katy—she's friendly, knowledgeable, and eager to help you start your journey with us. 📞

Why Join Our Team?

• 🌞 Hybrid Work Model: Balance home and office life with flexibility in our Toronto or Montreal offices, working a few days a week.
• 💵 Competitive Salary & Incentives: Base salary from $58,000 to $93,000, plus annual incentive plans.
• 🩺 Comprehensive Benefits:
  • Medical, dental, life, and disability insurance
  • Employee-matched pension plan
  • Stock purchase plan
  • 3 weeks paid vacation
• 🎓 Support for Licensing & Certification: Licensing fees covered, with opportunities to pursue CFP/Fin. Pl. designations.
• 🚀 Career Development: Join a growing Prospect team shaping the future of our business, with a focus on innovation and employee input.
• 🤝 Collaborative Environment: Share ideas, celebrate learning, and grow within a positive, dynamic team.

Your Responsibilities

• 📞 Proactively contact and assist new and existing clients via phone and digital channels, offering holistic financial advice.
• 🔍 Identify client needs and tailor investment and insurance solutions that align with their goals.
• 💰 Help clients prepare for retirement through strategic planning tools.
• ⚖ Conduct risk assessments and recommend suitable investment profiles.
• 🤝 Collaborate closely with the Branch Manager and support teams to stay up-to-date on products and regulations.
• 📝 Maintain active registration and licensing across Canadian provinces.
• 💡 Contribute to ongoing team improvements to elevate the client experience and refine our service offerings.
• 🌟 Foster a work environment that values creativity, accountability, and employee engagement.

What You Need to Succeed

• 🎓 Bachelor's degree or 2+ years relevant experience
• 💼 Proven sales and service experience, preferably in mutual funds
• 📈 Strong knowledge and passion for retail investment products
• 📞 Experience conducting business over the phone
• 🔍 Deep understanding of mutual fund industry, compliance, and dealer operations
• 🕗 Availability Monday to Friday, 8 am to 8 pm (variable schedule)
• 🗣 Bilingual proficiency in English and French, both spoken and written

Required Licensing & Assets

• ✅ Active Mutual Fund License (CIRO) or completed courses (IFIC or CSC certification)
• 🌟 Assets that are a plus:
  • CFP/Fin. Pl. designation
  • Experience in call center or outbound telephone servicing
  • Proficiency in Salesforce.com and digital client engagement tools

Compensation & Additional Details

The role offers a base compensation typically ranging between $60,000 and $62,000 annually, with potential incentives based on individual and company performance.

Note: Salary ranges may vary depending on location and other factors. Incentive plans are discretionary and linked to performance metrics.

Our Commitment to Diversity & Inclusion

At Sun Life, diversity and inclusion are fundamental values. We welcome applications from individuals of all backgrounds and are committed to providing accommodations during the application process. Please contact thebrightside@sunlife.com for assistance.

Work Environment & Technology

We proudly offer a hybrid work model, balancing office and virtual work based on role needs and personal preferences. We may also utilize AI tools for candidate sourcing and screening.

We thank all applicants for their interest. Only those selected for interviews will be contacted.

Salary Range & Job Details

Salary Range: $58,000 – $93,000
Category: Sales - Client Relationship Management
Posting End Date: 14/05/2026