About this role
A Retirement Consultant at Sun Life is part of the Client Solutions team, supporting clients to achieve lifetime financial security through retirement-focused advice. The role works with existing Group Retirement Savings plan members and is based in downtown Montreal with a hybrid work arrangement.
Required Skills
- Interpersonal Communication
- Rapport Building
- Listening
- Probing
- Self-Motivation
- Financial Advice
- Retirement Planning
- Sales
Qualifications
- Life Insurance License (LLQP)
- Quebec Insurance Of Person License (1a)
- Certified Financial Planner (CFP)
- Financial Planner (IQPF)
- Canadian Securities Course (CSC)
- Canadian Investment Fund Course (IFIC)
- College Or University Degree
About Sun Life
sunlife.comSun Life is a financial services company providing financial planning, life insurance, health insurance, investments and more.
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