Telecommute Salesforce Consultant

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. Discover how you can make a difference in the lives of individuals, families and communities around the world.


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

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.

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.
Ability to quickly build rapport and relationships with clients over the phone
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. Assets
Experience selling wealth products over the phone
Certified Financial Planner (CFP) designation or Financial planner designation (IQPF)
Canadian Investment Fund Course (IFIC)

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
~ 3 weeks paid vacation to start. Paid vacation time increases with service.
~ The Base Pay range is for the primary location for which the job is posted. 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. 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. 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.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 We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

Posting End Date: