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Contracting & Licensing Associate

Financière Sun Life

C'est un Contrat job à Montreal, QC publiée le novembre 23, 2022.

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:

Contracting & Licensing Associate

Are you a team player who enjoys working in a fast-paced, changing environment? Are you focused on excellent customer service? Are you independent and self-motivated? If yes, consider joining Distribution Compensation, Wholesale within Individual Insurance & Investments. This position offers an exciting opportunity to be a part of the Contracting & Licensing team of Wholesale Distribution.

Main Accountabilities

  • Receive and review advisor contracting documents.
  • Collaborate with Compliance to ensure that advisors are screened accordingly
  • Establish advisors in EIM/M2 systems
  • Respond to all inquiries and maintain personal data for all advisors.
  • Ensure all licensing requirements are met, and ensure no commission payments are made to unlicensed advisors.
  • Communicate the rules and regulations pertaining to Sun Life processes to our backoffice contacts
  • Develop and maintain good client relationships while ensuring privacy and confidentiality.


  • Excellent communication skills (French and English).
  • Ability to learn quickly.
  • Ability to prioritize when handling high work volumes.
  • Well organized.
  • Attention to detail
  • Ability to work independently as well as in a team environment.
  • Takes accountability.
  • PC knowledge and keyboarding skills
  • Bilingualism (French, English) required- support tasks for an English-speaking team outside Quebec

Notes/Unique Responsibilities

  • Overtime may be required.

What’s in it for you?

  • We’re proud to be a Best Workplace for Hybrid Work by Great Place to Work® Canada
  • We’re honoured to be recognized as a 2022 Best Workplaces in Canada by Great Place to Work® Canada
  • Wellness programs that support the three pillars of your health – mental, physical and financial
  • Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle
  • Fluid workspaces where you can choose from a variety of workstations, offices and collaboration zones based on your daily needs

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 thebrightside@sunlife.com 

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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 thebrightside@sunlife.com.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

41,700/41 700 – 68,000/68 000

Job Category:

Sales – Distribution Support

Posting End Date: