Retirement Consultant

You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day youll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals families and communities around the world.

Job Description:

Location: Hybrid 1 day/week in downtown 1 York St. Toronto ON

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 youll play a frontline role in helping them feel confident about whats next. On our Client Solutions team youll 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. Its about building trust simplifying complex financial choices and making a real difference in peoples lives every day.

What you will 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

• Provide personalized financial advice aligned to each clients goals life stage and needs

• Translate complex financial concepts into simple relatable guidance

• Stay curious and continuously learn keeping up to date on products tools and industry trends

• Contribute to a supportive high-performing team where success is shared and celebrated

Why this role is special: This role is focused on supporting and advising existing Sun Life clients allowing you to build meaningful relationships without the need for cold calling or new client prospecting.

What you bring in this role:

Were looking for people who are curious driven and care about making a difference.

• Strong communication and relationship-building skills you connect easily and authentically

• A natural ability to listen understand and guide others

• Self motivated and can work independently

• Minimum of 1-3 years of related sales experience in the financial services industry is preferred.

• Confidence to ask questions and uncover client needs

• A growth mindset: youre motivated to learn and improve

• Experience in sales or financial services is an asset

• Valid and active Life Insurance License (LLQP) - or willingness to obtain. Well support you!

• Candidates who do not currently hold LLQP may still be considered; if selected you must obtain the LLQP within 3 months of your start date.

Assets:

• 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)

Why join Sun Life:

• Career growth & development clear pathways and ongoing learning

• Flexibility & wellbeing hybrid work and programs that support your whole self

• Competitive base salary with a quarterly bonus based on sales results.

• Inclusive culture where diverse perspectives are valued and voices are heard

• Recognition & rewards celebrating performance and impact (ie: Includes a fully paid trip celebrating our Platinum performers)

• Purpose-driven work helping Canadians build financial security

• Comprehensive flexible benefits program including:

• 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 and Licensing fees covered

#LI-Hybrid

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other addition to Base Pay eligible Sun Life employees participate in various incentive plans payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to .

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We may use artificial intelligence to support candidate sourcing screening interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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