Retirement Consultant

Sun Life•Montreal, QC

11d•Hybrid

About The Position

At Sun Life, clients are at the heart of everything we do. 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. 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. Sun Life is a global company with a passion for people, aiming to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, their impact is far-reaching and locally relevant. They drive transformation, sustainability, and innovation for their Clients, employees, partners, and communities.

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
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.

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
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.