Retirement Consultant

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:

This role is a remote position. You need to be in office (Montreal downtown) once per week.

At Sun Life, our clients are at the centre of everything we do. As a licensed Retirement Consultant 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 Solutions team, you will support Sun Life clients with their retirement needs by speaking with clients over the phone and providing recommendations that meet their needs.

What you will do:

• Proactively call existing Group Retirement Savings plan members (Sun Life clients) who are at or approaching retirement to discuss retirement income options to meet their stage of life.

• Provide investment guidance 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 planning tools.

• Keep abreast of product changes, understand new products that that come to market, keep a pulse on industry changes and competitor products.

• Contribute to sales targets by meeting or exceeding objectives

• This role does NOT require any prospecting of new clients or cold calling. You will be interacting with existing clients of Sun Life.

What you need to succeed:

• Valid and active Life Insurance License (LLQP) or Insurance of person license in Quebec (1a)

• Strong interpersonal and communication skills (verbal and written)

• Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide

• Ability to quickly build rapport and relationships with clients over the phone

• 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 is preferred.

• Experience selling wealth products over the phone.

Assets:

• 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

Why join Sun Life:

• Sun Life focuses on the mental, physical, and financial health and wellbeing of our Employees. We want to help you to bring your best self to work.

• Competitive base 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

• Lumino Health Virtual Care

• Robust defined contribution pension plan

• Matching Stock Ownership and Savings Programs

• Tuition assistance

• Licensing fees covered

• Career growth and professional development opportunities.

#LI-Hybrid

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 [email protected].

We 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! Several 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:

56,000/56 000 - 93,000/93 000

Job Category:

Sales - SIP

Posting End Date:

18/07/2025