Retirement Consultant

Sun Life Financial; Montreal; Hybrid; CAD 58,000 - 93,000; Full time

Job summary

A leading financial services company in Montreal is seeking a Retirement Consultant. The role involves advising existing clients on retirement options and financial planning tools. Candidates should have strong communication skills, experience in financial services, and be bilingual in French and English. This position offers a hybrid working model, competitive salary, and various employee benefits including a robust pension plan and tuition assistance.

Benefits

Competitive base salary

Quarterly bonuses

Comprehensive benefits program

Tuition assistance

Paid sabbatical leave every five years

Qualifications

• Minimum of 1-3 years of related sales experience in the financial services industry is preferred.
• Valid Life Insurance License (LLQP) or Insurance of person license in Quebec (1a).
• Experience selling wealth products over the phone.

Responsibilities

• Proactively call existing Group Retirement Savings plan members.
• Provide investment advice and recommendations based on client needs.
• Partner with clients to guide them to be ‘retirement ready’.

Skills

Strong interpersonal skills

Bilingualism (French, English)

Strong listening skills

Self motivation

Education

College or university degree

Tools

Financial planning tools

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.

Job Description:

Location:

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

At Sun Life, our clients are at the centre of everything we do. 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.

What you will do?

• 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.
• Keep abreast of product changes, understand new products that that come to market, keep a pulse on industry changes and competitor products.
• Contribute to sales targets by meeting or exceeding objectives.

Note

This role does NOT require any prospecting of new clients or cold calling. You will be interacting with existing clients of Sun Life.

What you bring on the table

• Strong interpersonal and communication skills (verbal and written)
• Ability to quickly build rapport and relationships with clients over the phone
• Strong listening skills and the ability to probe by asking questions to understand needs
• Self motivated and can work independently
• 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. Should you be a successful candidate selected for the role, you would be required to complete 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)

Why join Sun Life?

• Sun Life focuses on the physical, mental, and financial health and wellbeing of our Employees. 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
• 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
• Licensing fees covered
• Career growth and professional development opportunities.

#LI-Hybrid

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. 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. Certain sales focused roles have sales incentive plans based on individual or group sales results.

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. 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 [e-mail].

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! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

58,000/58 000 - 93,000/93 000

Job Category:

Sales - SIP

Posting End Date:

04/01/2026