Retirement Consultant

Retirement Consultant – Sun Life Québec Location: Hybrid (one day per week in office, downtown Montreal) As a licensed Retirement Consultant, 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 who are at or approaching retirement to discuss retirement income options that 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 come to market, and 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 able to 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 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 invite experienced financial advisors and planners who do not yet have a valid LLQP/1a. Successful candidates will be required to complete the LLQP/1a within 3 months of their 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 employees. Competitive base salary with a quarterly bonus based on sales results. Rewards and Recognition program celebrating performance excellence. 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, increasing with service. Paid sabbatical leave every 5‑year milestone anniversary. Tuition assistance. Licensing fees covered. Career growth and professional development opportunities. Salary Range: 58,000 – 93,000 CAD. Diversity and inclusion are at the core of our values. A diverse workforce with wide perspectives benefits our clients and 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. We are proud to be a hybrid organization that offers employees the choice and flexibility to work from both the office and virtually based on business, client, and employee needs. We may use artificial intelligence to support candidate sourcing, screening, interview scheduling. Only those selected for an interview will be contacted. #J-18808-Ljbffr