Retirement Consultant

Job Description

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.

Location

Hybrid – 1 day per week in downtown Montreal or downtown Toronto offices

What You'll Do

• Build meaningful relationships with Group Retirement Savings plan members through proactive outreach over the phone.
• 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 position focuses on supporting and advising existing Sun Life clients, eliminating the need for cold calling or new client prospecting.

What You Bring

• Strong communication and relationship‑building skills – you connect easily and authentically.
• A natural ability to listen, understand, and guide others.
• Self‑motivated and able to 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: motivated to learn and improve.
• Experience in sales or financial services is an asset, but not required.
• For Quebec, bilingualism (French, English, both oral and written) is required to answer calls from English and French‑speaking clients across Canada or worldwide.
• Valid and active Life Insurance License (LLQP) or Insurance of Person license in Quebec (PQAP) or mutual fund license (or willingness to obtain).
• 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).

Benefits

• 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 – diverse perspectives are valued and voices are heard.
• Recognition & rewards – celebrating performance and impact.
• 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.
  • Paid sabbatical leave every 5‑year milestone anniversary.
  • Tuition assistance and licensing fees covered.

Equal Opportunity

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 View email address on ca.talent.com.