Retirement Consultant

Sun Life • Toronto, ON

3d • CA$60,000 - CA$97,000 • Hybrid

About The Position

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
• Confidence to ask questions and uncover client needs
• A growth mindset: you’re motivated to learn and improve
• Valid and active Life Insurance License (LLQP) - or willingness to obtain. We’ll support you! Candidates who do not currently hold LLQP may still be considered; if selected, you must obtain the LLQP within 3 months of your start date.

Nice To Haves

• Minimum of 1-3 years of related sales experience in the financial services industry is preferred.
• Experience in sales or financial services is an asset
• 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 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

Benefits

• Competitive base salary with a quarterly bonus based on sales results.
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree