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Job Description
Job Description
:Location: Hybrid (one day per week in office, downtown Montreal)
At Sun Life, our clients are at the centre of everything we do. As a licensed Retirement Consultant your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. As a member of our Client Solutions team, you will support Sun Life clients with their retirement needs by speaking with clients over the phone and providing recommendations that meet their needs.
What you will do?
Proactively call existing Group Retirement Savings plan members (Sun Life clients) who are at or approaching retirement to discuss retirement income options to meet their stage of life.
Provide investment advice to clients, through consultation related to their financial needs, including savings, and retirement income.
Partner with clients to be ‘retirement ready’ through the us...