{"id":1786641,"url":"https://alion.io/job/sun-lifenagaming-financial-services-consultant-wealth-2","title":"Financial Services Consultant, Wealth","company":{"id":2200035,"name":"Sun Life Hong Kong","domain":"sunlife.com.hk","url":"https://alion.io/company/sunlife-com-hk","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":91,"open_postings":22,"ghost_share":0,"stale_share":0.545,"repost_share":0,"time_to_fill_p50_days":11,"computed_at":"2026-10-19T05:45:15Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Toronto, Canada"],"countries":["CA"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":60000,"max":97000,"currency":"CAD","period":"year","gross":null,"usd_annual":68090},"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[],"status":"closed","first_seen_at":"2026-09-10T00:00:00Z","employer_posted_date":"2026-09-10","last_verified_at":"2026-10-19T08:30:54Z","board_verified":false,"closed_at":"2026-10-19T08:30:54Z","days_open":39,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":39},"description":"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.\nAt Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.\nWhen you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.\nDiscover how you can make a difference in the lives of individuals, families and communities around the world.\nJob Description:\nLocation: Once per week in office (Downtown Toronto)\nMake an Impact Where It Matters Most!\nAt Sun Life, our clients are at the centre of everything we do. As a licensed Financial Services Consultant (FSC); Wealth, your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. As a member of our Client Services team, you will support Sun Life clients with their saving needsby speaking with clients over the phone / video and providing recommendations that meet their needs.\nThis is more than a sales role. It’s about building trust, simplifying complex financial choices, and making a real difference in people’s lives every day.\nWhat will you do?\nProactively call existing Sun Life Group Retirement Savings plan members who are leaving or have left their employer retirement / savings plan to discuss the benefits of keeping their assets with Sun Life.\n\nProvide consultation to clients by providinginvestment and protection guidance related to their financial needs, including savings, retirement income and insurance.\n\nCreate a risk assessment profile for wealth clients to align their investments to their desired risk tolerance.\n\nKeep abreast of product changes, understand new products that that come to market, keep a pulse on industry changes and competitor products.\n\nContribute to sales targets by meeting or exceeding objectives.\n\nWhy this role is special: This role is focused on supporting and advising existing Sun Life clients, allowing you to build meaningful relationships without the need for cold calling or new client prospecting.\nWhat you bring:\nValid and active Life Insurance License (LLQP)\n\nMinimum of 2 -3 years of financial services / sales experience is preferred.\n\nCompletion of a college or university degree or equivalent related experience\n\nStrong interpersonal and communication skills (verbal and written)\n\nAbility to quickly build rapport and relationships with clients over the phone / video conferencing\n\nEffective listening skills and the ability to ask probing questions to understand needs\n\nSelf motivated and have the ability to work independently\n\nExperience selling insurance products over the phone is an asset\n\nWhy join Sun Life:\nCareer growth & development - clear pathways and ongoing learning\n\nFlexibility & wellbeing - hybrid work and programs that support your whole self\n\nCompetitive base salary with a quarterly bonus based on sales results.\n\nInclusive culture - where diverse perspectives are valued and voices are heard\n\nPurpose-driven work - helping Canadians build financial security\n\nComprehensive flexible benefits program including:\n\nMedical, dental, life, critical illness and disability insurance\nRobust defined contribution pension plan\n\nMatching Stock Ownership and Savings Programs\n\nSun Life employees are eligible for a paid sabbatical leave, every 5-year milestone anniversary\n\nTuition assistance and Licensing fees covered\n\nTop performers don't just get recognized-they get rewarded. Excel in your role and earn an exclusive platinum leadership trip, where high achievers connect with senior leaders and celebrate outstanding results together.\n\nSun Life offers a market-competitive total compensation package, including a base salary and variable incentives. This role is eligible to participate in a sales incentive plan with industry-leading incentive payout opportunities.\nSalary Range:\n$ 60,000/ $ 97,000\nWhen 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.\nIn 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.\nDiversity 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.\nPersons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to .\nWe 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.\nWe may use artificial intelligence to support candidate sourcing, screening, interview scheduling.\nWe thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.\nJob Category:\nSales - SIPPosting End Date:\n29/10/2026","description_format":"text","description_chars":5879,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Hybrid work","Life insurance","Retirement plans"],"hiring_locations":[{"name":"Canada","iso":"CA","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Wealth Management & Financial Advisors","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-10-03T17:26:34Z"},{"event":"close","at":"2026-10-19T08:30:54Z"}],"visa":[],"liveness":null,"pay":{"stated_usd_annual":68090,"is_top_pay":true},"html_url":"https://alion.io/job/sun-lifenagaming-financial-services-consultant-wealth-2","json_url":"https://alion.io/job/sun-lifenagaming-financial-services-consultant-wealth-2.json","meta":{"generated_at":"2026-10-19T10:02:55Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":7138,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-20T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2200035},"rest":"https://alion.io/mcp/rest/get_company?id=2200035"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fsun-lifenagaming-financial-services-consultant-wealth-2"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fsun-lifenagaming-financial-services-consultant-wealth-2"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fsun-lifenagaming-financial-services-consultant-wealth-2"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/sun-lifenagaming-financial-services-consultant-wealth-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fsun-lifenagaming-financial-services-consultant-wealth-2"}]}