Retirement Consultant

Job Description

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Location: Hybrid – 1 day per week in downtown Montreal office

Make an Impact Where It Matters Most

At Sun Life, clients are at the heart of everything we do, and as a licensed Retirement Consultant, you’ll play a front‑line role in helping them feel confident about what’s next. On our Client Solutions team, you’ll connect with Sun Life clients by phone, listen closely to their goals, and deliver tailored retirement recommendations that fit their stage of life.

This 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.

What you’ll do

• Build meaningful relationships with Group Retirement Savings plan members through proactive outreach

• Guide clients through retirement planning conversations, helping them understand their options and feel confident in their decisions

• Provide personalized financial advice aligned to each client’s goals, life stage, and needs

• Translate complex financial concepts into simple, relatable guidance

• Stay curious and continuously learn, keeping up to date on products, tools, and industry trends

• Contribute to a supportive, high-performing team where success is shared and celebrated

Why 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.

What you bring

We’re looking for people who are curious, driven, and care about making a difference.

• Strong communication and relationship-building skills, you connect easily and authentically

• A natural ability to listen, understand, and guide others

• Self motivated and can work independently

• Minimum of 1-3 years of related sales experience in the financial services industry is preferred.

• Confidence to ask questions and uncover client needs

• A growth mindset: you’re motivated to learn and improve

• Experience in sales or financial services is an asset, but not required

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

• Valid and active Life Insurance License (LLQP) or Insurance of person license in Quebec (PQAP) or mutual fund license (or willingness to obtain. We’ll support you!)

• Candidates who do not currently hold LLQP/1a may still be considered; if selected, you must obtain 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

• Career growth & development – clear pathways and ongoing learning

• Flexibility & wellbeing – hybrid work and programs that support your whole self

• Competitive base salary with a quarterly bonus based on sales results.

• Inclusive culture – where diverse perspectives are valued and voices are heard

• Recognition & rewards – celebrating performance and impact (ie: Includes a fully paid trip celebrating our Platinum performers)

• Purpose-driven work – helping Canadians build financial security

• 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 and Licensing fees covered

Sun 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.