Retirement Consultant
Sun Life Québec • montreal, Canada
Role Description
Job Description
As a licensed Retirement Consultant, you’ll play a front‑line role in helping clients feel confident about what’s next. You’ll be part of the Client Solutions team, connecting with Sun Life clients by phone, listening closely to their goals, and delivering tailored retirement recommendations that fit their stage of life.
Location
Hybrid – 1 day per week in downtown Montreal office
Make an impact where it matters most!
Clients are at the heart of everything we do. This role focuses on supporting existing Sun Life clients, building trust, simplifying complex financial choices, and making a real difference 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 confi...