Retirement Consultant
Hybrid · Toronto, Ontario, Canada or Montréal, Quebec, Canada
Toronto, Ontario, Canada or Montréal, Quebec, CanadaHybridFull TimeMid LevelBachelors DegreeEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Job Summary
As a licensed Retirement Consultant on the Client Solutions team, you’ll connect with Sun Life clients by phone to deliver tailored retirement recommendations, guide clients through retirement planning conversations, and translate complex financial concepts into simple guidance while building meaningful relationships with existing clients in a hybrid Montreal/Toronto setting.
Required Qualifications
- Minimum of 1-3 years of related sales experience in the financial services industry is preferred
- Valid and active Life Insurance License (LLQP) or Insurance of person license in Quebec (PQAP) or mutual fund license (or willingness to obtain)
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