Retirement Consultant
Job Description
Job Description
:Location: Hybrid – 1 day per week in downtown Montreal office
Make an impact where it matters most!
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.
What you’ll do
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