Retirement Consultant
Sun Life Québec is dedicated to helping clients achieve lifetime financial security and live healthier lives. As a licensed Retirement Consultant, you will support clients with their retirement needs, providing investment advice and helping them prepare for retirement through financial planning tools. Responsibilities 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 Skills 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 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) 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 Minimum of 1-3 years of related sales experience in the financial services industry is preferred 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 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. Company Overview La Financière Sun Life est une organisation de services financiers de premier plan qui aide ses clients à atteindre la sécurité financière à toutes les étapes de leur vie. It was founded in undefined, and is headquartered in Montréal, Québec, CA, with a workforce of 5001-10000 employees. Its website is