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.

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
• Provide personalized financial advice aligned to each client’s 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
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