Client-Focused Retirement Consultant at Sun Life

Take on a client-driven role as a Retirement Consultant with Sun Life, working in a hybrid model from Toronto. Focus on helping clients make informed retirement decisions through personalized financial advice and meaningful relationships.
Joining the Client Solutions team, you’ll play a crucial role in supporting and advising Sun Life’s existing clients. Through proactive communication, you'll help clients explore their retirement options and ensure they feel confident in their financial future. Your ability to simplify financial concepts will enhance client trust and satisfaction, while your relationship-building skills will strengthen client connections.
Key Responsibilities:
• Build strong relationships with Group Retirement Savings plan members
• Facilitate discussions around retirement planning
• Offer personalized financial guidance tailored to clients
• Break down complex financial information clearly
• Keep current with industry knowledge and products
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