Retirement specialist Jobs in Montreal, QC

Job Description

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Location: Hybrid (one day per week in office, downtown Montreal)

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 advice to clients, through consultation related to their financial needs, including savings, and retirement income.

• Partner with clients to be ‘retirement ready’ through the use of financial 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

Note: 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 bring on the table

• Strong interpersonal and communication skills (verbal and written)

• 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.

• 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

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

• We’re seeking experienced financial advisors and financial planners for this exciting role! If you have a background in financial advising or planning however do not have a valid LLQP/1a we invite you to apply. Should you be a successful candidate selected for the role, you would be required to complete the LLQP/1a within 3 months of your start date.

Assets

• Experience selling wealth products over the phone

• Completion of a college or university degree

• Certified Financial Planner (CFP) designation or Financial planner designation (IQPF)

• Canadian Securities Course (CSC)

• Canadian Investment Fund Course (IFIC)

Why join Sun Life?

• Sun Life focuses on the physical, mental, 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

• 3 weeks paid vacation to start. Paid vacation time increases with service.

• Sun Life employees are eligible for a paid sabbatical leave, every 5-year milestone anniversary

• Tuition assistance

• Licensing fees covered

• Career growth and professional development opportunities.