Full-Time

Sun Life Financial Advisor

Sun Life

Sun Life

10,001+ employees

Global financial services for insurance, investments

No salary listed

Mississauga, ON, Canada

In Person

Category
Sales & Account Management (2)
,
Required Skills
Computer Networking
Financial analysis
Marketing
Requirements
  • Has a College/University degree and some professional experience
  • Must be legally entitled to work in Canada; Sun Life will not sponsor work permits or permanent residency
  • Has a history of achievement (professional, academic, athletics, etc.)
  • Enjoys engaging, developing, and maintaining relationships with people
  • Is disciplined and self-motivated
  • Is goal-oriented with a strong work ethic
  • Is a continuous learner with a deep interest in helping others
  • Has excellent communication skills
Responsibilities
  • Prepare and execute strategies to attract and connect with new Clients
  • Conduct meetings with prospective and existing Clients
  • Review their current financial state and gather information about their future goals
  • Build a financial roadmap to help them achieve these goals
  • Recommend and implement suitable insurance and investment products that align with this financial roadmap
  • Continue to meet with Clients to ensure their plan stays up to date as their life situation changes
  • On-going training and professional development to remain current with industry changes
  • Obtain professional accreditations and designations throughout their career (such as Certified Financial Planner – CFP)
  • Stay connected within their community through ongoing networking activities, marketing, and referrals
Desired Qualifications
  • Demonstrated ability to motivate others to action
  • Business development skills
  • LLQP and/or Mutual Fund license or course/exam completion

Sun Life provides a wide range of financial services worldwide, mainly through life and health insurance, financial planning, and investment solutions for individuals, businesses, and institutions. Its products work by collecting premiums for insurance coverage, fees for planning services, and returns on investments; these funds are used to pay claims, support financial planning advice, and generate investment gains. What sets Sun Life apart is its global presence across Canada, the United States, Asia, and Europe, plus a comprehensive product lineup and a focus on helping clients achieve financial security and healthier lives, rather than relying on a single product. The company aims to grow and manage wealth for clients while pursuing sustainability goals, including net zero emissions by 2050.

Company Size

10,001+

Company Stage

IPO

Headquarters

null

Founded

1865

Simplify Jobs

Simplify's Take

What believers are saying

  • BGO-Bell Partners merger adds $100B AUM in U.S. multifamily by H2 2026.
  • Individual insurance sales jump 32% YoY to $1,153M in Q1 2026.
  • Assets under management hit $1,575B, up $23B YoY, boosting fee income.

What critics are saying

  • Reported net income crashes 50% to $465M from Q1 charges and rates.
  • LICAT ratio falls to 143%, down 600bps YoY from interest rate hits.
  • Canada $145M legal settlement expands into class-action draining income.

What makes Sun Life unique

  • Sun Life leads with SLC Management's $2.4B acquisitions of BGO, Crescent Capital, and Bell Partners.
  • Asia segment surges 13.1% YoY to $157.7M underlying net income in Q1 2026.
  • U.S. Dental serves 32M Americans across Medicaid, Commercial, Medicare Advantage via DentaQuest.

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Benefits

Health Insurance

Life Insurance

Disability Insurance

Paid Vacation

Paid Sick Leave

Parental Leave

401(k) Retirement Plan

401(k) Company Match

Flexible Work Hours

Hybrid Work Options

Wellness Program

Mental Health Support

Company Equity

Stock Options

Company News

Connect CRE
Mar 31st, 2026
Sun Life gains full ownership of BGO, Crescent Capital; acquiring Bell Partners.

Sun Life gains full ownership of BGO, Crescent Capital; acquiring Bell Partners. Sun Life announced a series of multi-billion-dollar commercial real estate moves Monday that will impact businesses and properties on both sides of the Canada-U.S. border. Toronto-based Sun Life announced said Monday it has acquired 100% ownership of BGO for $1.59 billion (US$1.16 billion) and Crescent Capital Group for $829M (US $608 million.) BGO is a Miami-based company with Canadian roots. This deal also involves a management-equity plan and stock repurchase. In addition, Sun Life has agreed to acquire Bell Partners, a leading U.S. multifamily real estate manager with 70,000 apartments across the U.S., for US$350 million. Consequently, BGO and Bell Partners have agreed to merge and will represent more than US$100 billion of properties under management. Upon closing, Bell Partners will continue to operate as a distinct, vertically integrated business under BGO. "This partnership reflects our strong conviction in the U.S. multifamily market and underscores our commitment to building deep expertise in sectors where we believe there is significant long-term opportunity," said Amy Price, co-president, BGO. "Bell Partners has built an exceptional platform with a proven 50-year track record in multifamily that complements our firm's culture and expertise in U.S. commercial and logistics sectors, supported by our global resources." Inside the story. Monte Stewart serves as Content Director-Canada for Connect Commercial Real Estate. Based in Vancouver, British Columbia, he covers daily news in Toronto, Montreal, Calgary, Vancouver and other major Canadian markets. Monte has written about commercial real estate for multiple publications and Avison Young since the early 2000s. Overall, he more than three decades of journalism experience, serving as a staff and freelance writer with The Canadian Press, The Associated Press, The Globe and Mail, Research Money, The Calgary Herald, The Toronto Star. He coverage areas have included sports, general news, politics and several business sectors, including transportation, technology and energy. In addition, Monte writes and publishes books and has taught courses on writing, journalism and other subjects at the post-secondary level. He is active in his community as a youth basketball coach and raises funds for such charitable causes as Movember and the Heart Fund. Monte is a graduate of the University of British Columbia (UBC). * | Sale/Acquisition

Cision
Mar 30th, 2026
BGO and Bell Partners combine to create a leading U.S. investment management business with deep multifamily expertise français.

BGO and Bell Partners combine to create a leading U.S. investment management business with deep multifamily expertise français. Mar 30, 2026, 17:30 ET NEW YORK, March 30, 2026 /CNW/ - BGO, a leading global real estate investment manager, and Bell Partners, a premier U.S.-based multifamily investment and operating company, announced today that they have entered into an agreement to combine their businesses to deepen their position as a leader across both the commercial and the multifamily sectors. This partnership is a result of the recent announcement of the acquisition of Bell Partners by Sun Life Financial Inc., BGO's parent company. The transaction is expected to close in the second half of 2026, subject to receipt of regulatory and Toronto Stock Exchange approvals and satisfaction of customary closing conditions. Upon closing, the combined global real estate business of BGO and Bell Partners will represent more than $100 billion of assets under management. The opportunity brings together two highly complementary platforms at a time when investor demand for institutional-quality multifamily exposure in the United States continues to grow, supported by resilient housing fundamentals and structural undersupply. Upon closing, Bell Partners will continue to operate as a distinct, vertically integrated business under BGO and will oversee the broader company's U.S. multifamily assets. Bell Partners will be led by its existing leadership team, with full accountability for investment strategy, execution, and performance, and will maintain its integrated investment and property management model, preserving the attributes that have defined its success. "This partnership reflects our strong conviction in the U.S. multifamily market and underscores our commitment to building deep expertise in sectors where we believe there is significant long-term opportunity," said Amy Price, Co-President, BGO. "Bell Partners has built an exceptional platform with a proven 50-year track record in multifamily that complements our firm's culture and expertise in U.S. commercial and logistics sectors, supported by our global resources." "For 50 years, Bell Partners has been defined by a strong culture of caring and performance while passionately serving our Residents" said Lili Dunn, CEO and President, Bell Partners. "This opportunity will extend Bell's operating and investment expertise across a larger residential platform and strengthen our depth and reach. It is a natural step in our evolution, preserving the essence of what has made us successful, while also opening new opportunities for the future." Bell Partners will operate as it does today, retaining its company and property brand, the current leadership team, and focus on investment and property management. PJT Partners served as exclusive financial advisor to Sun Life and Paul, Weiss, Rifkind, Wharton and Garrison LLP served as legal counsel for this transaction. Morgan Stanley & Co. LLC acted as an exclusive financial advisor and Hogan Lovells acted as legal counsel for Bell Partners. BGO is a leading, global real estate investment management advisor and a globally-recognized provider of real estate services. BGO serves the interests of more than 750 institutional clients with approximately $90 billion USD of assets under management (as of December 31, 2025) and expertise in the asset management of office, industrial, multi-residential, retail and hospitality property across the globe. BGO has offices in 25 cities across twelve countries with deep, local knowledge, experience, and extensive networks in the regions where we invest in and manage real estate assets on behalf of our clients in primary, secondary and co-investment markets. BGO is a part of SLC Management, the institutional alternatives and traditional asset management business of Sun Life. The assets under management shown above includes real estate equity and mortgage investments managed by the BGO group of companies and their affiliates, and as of 1Q21, includes certain uncalled capital commitments for discretionary capital until they are legally expired and excludes certain uncalled capital commitments where the investor has complete discretion over investment. For more information, please visit www.bgo.com About Bell Partners Established in 1976, Bell Partners Inc. is a privately held apartment investment and management company focused on quality multifamily rental communities throughout the United States. The Company manages approximately 70,000 apartment homes in 12 regions across the U.S., including communities in Seattle, San Francisco Bay Area, Southern California, Denver, Dallas/Ft. Worth, Austin, Atlanta, Central and Southeast Florida, Charlotte/Raleigh, Washington, D.C., and Boston. With approximately 1,800 associates and nine offices, Bell Partners offers an extensive full-service vertically integrated national platform of expertise in property management, acquisitions, construction, financing, accounting, risk management, and related support functions. Led by a senior management team with an average of 28 years of experience, Bell Partners has invested throughout all phases of the real estate cycle and has completed almost $12 billion of realized apartment transactions since 2002. For more information, visit www.bellpartnersinc.com Media Contacts: SOURCE BGO

PR Newswire
Mar 30th, 2026
Sun Life U.S. appoints Tony Mollica to lead dental business serving 32M Americans

Sun Life U.S. has appointed Tony Mollica as president of its Dental business, including DentaQuest, effective 30 March. Mollica will lead strategic direction across Medicaid, Commercial and Medicare Advantage segments, serving approximately 32 million people nationwide. Mollica joins from Humana, where he most recently served as chief executive officer for Independent Care Health Plan. He previously held clinical operations and product leadership roles at UnitedHealth Group. He succeeds David Healy, who was appointed president of Sun Life U.S. In his new role, Mollica will oversee go-to-market strategies for all dental and vision insurance products, membership retention, and managed care strategies. He holds master's degrees from Arizona State University and Illinois State University.

The Andalusia Star-News
Mar 30th, 2026
BGO and Bell Partners combine to create a leading U.S. investment management business with deep multifamily expertise.

BGO and Bell Partners combine to create a leading U.S. investment management business with deep multifamily expertise. PR Newswire Today at 2:30pm PDT PR Newswire NEW YORK, March 30, 2026 NEW YORK, March 30, 2026 /PRNewswire/ - BGO, a leading global real estate investment manager, and Bell Partners, a premier U.S.-based multifamily investment and operating company, announced today that they have entered into an agreement to combine their businesses to deepen their position as a leader across both the commercial and the multifamily sectors. This partnership is a result of the recent announcement of the acquisition of Bell Partners by Sun Life Financial Inc., BGO's parent company. The transaction is expected to close in the second half of 2026, subject to receipt of regulatory and Toronto Stock Exchange approvals and satisfaction of customary closing conditions. Upon closing, the combined global real estate business of BGO and Bell Partners will represent more than $100 billion of assets under management. The opportunity brings together two highly complementary platforms at a time when investor demand for institutional-quality multifamily exposure in the United States continues to grow, supported by resilient housing fundamentals and structural undersupply. Upon closing, Bell Partners will continue to operate as a distinct, vertically integrated business under BGO and will oversee the broader company's U.S. multifamily assets. Bell Partners will be led by its existing leadership team, with full accountability for investment strategy, execution, and performance, and will maintain its integrated investment and property management model, preserving the attributes that have defined its success. "This partnership reflects our strong conviction in the U.S. multifamily market and underscores our commitment to building deep expertise in sectors where we believe there is significant long-term opportunity," said Amy Price, Co-President, BGO. "Bell Partners has built an exceptional platform with a proven 50-year track record in multifamily that complements our firm's culture and expertise in U.S. commercial and logistics sectors, supported by our global resources." "For 50 years, Bell Partners has been defined by a strong culture of caring and performance while passionately serving our Residents" said Lili Dunn, CEO and President, Bell Partners. "This opportunity will extend Bell's operating and investment expertise across a larger residential platform and strengthen our depth and reach. It is a natural step in our evolution, preserving the essence of what has made us successful, while also opening new opportunities for the future." Bell Partners will operate as it does today, retaining its company and property brand, the current leadership team, and focus on investment and property management. PJT Partners served as exclusive financial advisor to Sun Life and Paul, Weiss, Rifkind, Wharton and Garrison LLP served as legal counsel for this transaction. Morgan Stanley & Co. LLC acted as an exclusive financial advisor and Hogan Lovells acted as legal counsel for Bell Partners. BGO is a leading, global real estate investment management advisor and a globally-recognized provider of real estate services. BGO serves the interests of more than 750 institutional clients with approximately $90 billion USD of assets under management (as of December 31, 2025) and expertise in the asset management of office, industrial, multi-residential, retail and hospitality property across the globe. BGO has offices in 25 cities across twelve countries with deep, local knowledge, experience, and extensive networks in the regions where The Andalusia Star News invest in and manage real estate assets on behalf of its clients in primary, secondary and co-investment markets. BGO is a part of SLC Management, the institutional alternatives and traditional asset management business of Sun Life. The assets under management shown above includes real estate equity and mortgage investments managed by the BGO group of companies and their affiliates, and as of 1Q21, includes certain uncalled capital commitments for discretionary capital until they are legally expired and excludes certain uncalled capital commitments where the investor has complete discretion over investment. For more information, please visit www.bgo.com About Bell Partners Established in 1976, Bell Partners Inc. is a privately held apartment investment and management company focused on quality multifamily rental communities throughout the United States. The Company manages approximately 70,000 apartment homes in 12 regions across the U.S., including communities in Seattle, San Francisco Bay Area, Southern California, Denver, Dallas/Ft. Worth, Austin, Atlanta, Central and Southeast Florida, Charlotte/Raleigh, Washington, D.C., and Boston. With approximately 1,800 associates and nine offices, Bell Partners offers an extensive full-service vertically integrated national platform of expertise in property management, acquisitions, construction, financing, accounting, risk management, and related support functions. Led by a senior management team with an average of 28 years of experience, Bell Partners has invested throughout all phases of the real estate cycle and has completed almost $12 billion of realized apartment transactions since 2002. For more information, visit www.bellpartnersinc.com Media Contacts: SOURCE BGO This is a paid placement. For further inquiries, please contact PR Newswire directly.

PR Newswire
Mar 30th, 2026
Sun Life U.S. names Tony Mollica as new dental business leader.

Sun Life U.S. names Tony Mollica as new dental business leader. PR Newswire Today at 10:08am PDT Former Humana executive to lead all of Sun Life U.S. Dental, focused on growth and promoting improved oral health for all WELLESLEY, Mass., March 30, 2026 /PRNewswire/ - Sun Life U.S. today announced the appointment of Tony Mollica as president for its Dental business, which includes DentaQuest, effective March 30. Mollica will set the strategic direction for Dental going forward with a focus on our mission of helping people access quality oral healthcare through growth across our Medicaid, Commercial, and Medicare Advantage business segments, as well as affiliated Advantage Dental+ practices, and deepening relationships with key stakeholders. He succeeds David Healy who was appointed president, Sun Life U.S. Tony Mollica joins Sun Life U.S. to lead Dental, including DentaQuest, with focus on client and member satisfaction. Working with the Dental leadership team, Mollica will shape the go-to-market strategies for all businesses and products, including vision insurance, which currently serve approximately 32 million people nationwide. He will also oversee membership and retention strategies and lead the development and implementation of managed care strategies that effectively balance quality, access and cost. "Tony's extensive background in health plan leadership across every sector - Commercial, Medicare Advantage, and Medicaid - brings exactly the strategic expertise and operational excellence we need to lead our talented Dental team as we deliver best-in-class service and access to care for the millions of people we serve," Healy said. "What particularly excites me about working with him is his demonstrated commitment to balancing quality and access while driving sustainable growth. Throughout his career, he has consistently focused on improving health outcomes, promoting a member-first mindset, and building energized, results-oriented teams, making him an excellent addition to our leadership team." An accomplished leader, Mollica joins Sun Life from Humana, where he served in progressively senior leadership roles. Most recently, he was Chief Executive Officer for Independent Care Health Plan, where he was accountable for market strategy and day-to-day operations. Prior to Humana, he held clinical operations and product leadership roles with UnitedHealth Group. "Joining Sun Life represents an incredible opportunity to lead a strong dental organization at an important moment for the industry," Mollica said. "Throughout my career, I've been passionate about fostering cultures where teams are empowered to innovate and drive operational excellence to relentlessly pursue customer satisfaction. "I'm energized by the prospect of collaborating with the outstanding Dental leadership team to accelerate the momentum already shaped by such a strong business foundation. The Sun Life Dental team's commitment to improving the oral health of all resonates deeply with my career-long commitment to delivering member-centered care, and I am grateful for the opportunity to collaborate with other dedicated leaders and contribute to Sun Life's growing success." Mollica holds a Master of Healthcare Innovation from Arizona State University, a Master of Science in Communication - Organizational Development from Illinois State University, and a Bachelor of Science in Business Administration from University of Wisconsin-River Falls. He is a member of American Health Insurance Professionals, is an active board member with Food for Health and Wisconsin Association of Health Plans, board president for Alliance of Health Insurers, and chair of the board for Project Foundation. Sun Life U.S. Dental, which includes DentaQuest, is dedicated to improving the oral health of all through purpose-driven, outcomes-based solutions. We make dental benefits better for everyone through Preventistry(R)- an inclusive approach centered on preventive, quality care, expanded access and solutions built on valued relationships across the health care ecosystem. We manage dental and vision benefits for approximately 32 million Americans. For more than 30 years, we have delivered cost-effective benefit plans and services for employer groups, individuals, health plans, and government-sponsored dental programs. We are the largest Medicaid and CHIP dental benefits administrator in the U.S., by membership. We also support direct patient care through an expanding network of more than 70 dental practices in primarily underserved communities across the United States. Learn more about Sun Life U.S. Dental at sunlife.com/dental and dentaquest.com. About Sun Life Sun Life is a leading international financial services organization providing asset management, wealth, insurance and health solutions to individual and institutional Clients. Sun Life has operations in a number of markets worldwide, including Canada, the U.S., the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of December 31, 2025, Sun Life had total assets under management of C$1.60 trillion. For more information, please visit www.sunlife.com. Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF. Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 48 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. Sun Life employs nearly 8,300 people in the U.S., including associates in our partner dental practices and affiliated companies in asset management. Group insurance policies are issued by Sun Life Assurance Company of Canada (Wellesley Hills, Mass.), except in New York, where policies are issued by Sun Life and Health Insurance Company (U.S.) (Lansing, Mich.). For more information visit our website and newsroom. Direct Media Inquiries to: SOURCE Sun Life U.S. This is a paid placement. For further inquiries, please contact PR Newswire directly.