Retirement Consultant - Sun Life, Calgary

AI Summary

Sun Life is seeking a Retirement Consultant in Calgary, Alberta. This role involves connecting with existing Group Retirement Savings plan members to provide tailored financial guidance for their retirement future. You'll build client relationships and contribute to a leading financial services organization. A valid Life Insurance License (LLQP) is a key requirement for this Sun Life career opportunity.

About the Retirement Consultant Role at Sun Life

This is a dynamic sales-focused role with Sun Life, Canada's most trusted financial services organization, designed for individuals passionate about helping clients achieve their retirement goals. As a Retirement Consultant, you'll engage with an established national client base, offering expert advice on Group Retirement Savings plans. While it is a sales career, the emphasis is on building meaningful client relationships and simplifying complex financial choices to make a real difference in people's lives every day. You'll benefit from comprehensive training, competitive compensation, and industry-leading incentive opportunities, all within a flexible work model that supports both hybrid and remote arrangements across British Columbia and Alberta.

This unique opportunity allows you to work with existing Sun Life clients, eliminating the need for cold calling or new client prospecting. Instead, you'll focus on deepening relationships and providing personalized financial solutions. Sun Life values your unique background and point of view, encouraging you to be your best self and soar to new heights in your career. Every day, you'll have new and exciting opportunities to make life brighter for our clients, who are truly at the heart of everything we do.

Making an Impact and Building Client Relationships

As a licensed Retirement Consultant on the Client Solutions team, you'll play a front-line role in helping clients feel confident about what's next. You'll proactively connect with Group Retirement Savings plan members by phone, listening closely to their goals and delivering tailored retirement recommendations that fit their specific stage of life. This involves guiding clients through important retirement planning conversations, helping them understand their options, and translating complex financial concepts into simple, relatable guidance. Your ability to build trust and provide personalized financial advice aligned to each client’s goals is paramount.

You'll contribute to a supportive, high-performing team where success is shared and celebrated. To ensure you provide the best possible service, you'll be encouraged to stay curious and continuously learn, keeping up to date on products, tools, and industry trends within the financial sector. This role is more than just sales; it's about empowering clients to make informed decisions about their financial future, ensuring they feel secure and well-prepared for retirement.

Qualifications and Career Growth at Sun Life

Sun Life is looking for curious, driven individuals who care about making a difference. Key qualifications include strong communication and relationship-building skills, a natural ability to listen and guide others, and self-motivation to work independently. A valid and active Life Insurance License (LLQP) is required, and a minimum of 1-3 years of related sales experience in the financial services industry is preferred. Assets that would further enhance your application include experience selling wealth products over the phone, completion of a college or university degree, and designations such as Certified Financial Planner (CFP), Canadian Securities Course (CSC), or Canadian Investment Fund Course (IFIC).

Joining Sun Life offers significant career growth and development opportunities with clear pathways and ongoing learning. You'll experience flexibility and wellbeing through hybrid work options and programs that support your whole self. The compensation package includes a competitive base salary with a quarterly bonus based on sales results, along with industry-leading incentive payout opportunities. Sun Life fosters an inclusive culture where diverse perspectives are valued. Top performers are recognized and rewarded, with opportunities like an exclusive platinum leadership trip. Employees also benefit from a comprehensive flexible benefits program, a robust defined contribution pension plan, matching stock ownership and savings programs, and paid sabbatical leave every five-year milestone anniversary, truly investing in your life and career.