Retirement Consultant (Virtual)
About The Position
Sun Life is expanding its Group Retirement Services team and is seeking talented Retirement Consultants based in British Columbia and Alberta. This fully remote role offers the opportunity to work with clients across Canada, helping them navigate important financial decisions while building meaningful relationships and driving business growth. You'll have the flexibility of working from home combined with the backing of a trusted Canadian leader in financial services, ongoing development opportunities, and a team committed to your success. If you're passionate about delivering exceptional client experiences and ready to grow your career with a purpose-driven organization, we encourage you to apply. 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.
Requirements
- 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
- Valid and active Life Insurance License (LLQP)
Nice To Haves
- 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)
Responsibilities
- 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
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 – where diverse perspectives are valued and voices are heard
- Exclusive platinum leadership trip for top performers
- Purpose-driven work – helping Canadians build financial security
- Comprehensive flexible benefits program including: Medical, dental, life, critical illness and disability insurance
- Robust defined contribution pension plan
- Matching Stock Ownership and Savings Programs
- Paid sabbatical leave, every 5-year milestone anniversary
- Tuition assistance and Licensing fees covered
- Market-competitive total compensation package, including a base salary and variable incentives
- Sales incentive plan with industry-leading incentive payout opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
