Serve Sun Life clients as a bilingual Retirement Consultant, using consultative sales and financial advice in a hybrid Montreal work model.

As a licensed consultant, you will support Group Retirement Savings plan members through inbound and outbound phone conversations. You will uncover goals, recommend retirement and wealth solutions, and help clients act on investment recommendations. This role serves existing clients without cold calling or prospecting.

Key Responsibilities:
Build relationships with Group Retirement Savings plan members
Identify prospects and recommend tailored retirement solutions
Support retirement planning and investment recommendation discussions
Educate clients on retirement and investment concepts




Meet individual sales and client experience objectives

Requirements:
Valid Quebec Life Insurance or Insurance of Persons license
French and English fluency, oral and written
One to three years of financial services sales experience
Solid communication, sales, and relationship-building skills
Time management, organization, and continuous learning mindset

Apply your bilingual communication, consultative selling, and retirement planning expertise to help Sun Life clients pursue financial security.
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📌 Bilingual Retirement Sales Consultant Montreal
🏢 Sun Life Financial
📍 Montreal