Retirement Consultant
Sun Life is a company focused on helping clients achieve lifetime financial security and healthier lives. As a Retirement Consultant, you will support clients with their retirement needs by providing recommendations and investment advice to help them prepare for retirement. 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 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) 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 Sun Life is a leading financial services organization dedicated to helping people achieve lifetime financial security and live healthier lives. It was founded in 1865, and is headquartered in Toronto, Ontario, CAN, with a workforce of 10001+ employees. Its website is