About this role

Build meaningful relationships with Group Retirement Savings plan members through proactive outreach
Guide clients through retirement planning conversations, helping them understand their options and feel confident in their decisions
Provide personalized financial advice aligned to each client’s goals, life stage, and needs
Translate complex financial concepts into simple, relatable guidance
Stay curious and continuously learn, keeping up to date on products, tools, and industry trends
Contribute to a supportive, high-performing team where success is shared and celebrated

Minimum of 1-3 years of related sales experience in the financial services industry is preferred
Valid and active Life Insurance License (LLQP)
Confidence to ask questions and uncover client needs
Strong communication and relationship-building skills
A natural ability to listen, understand, and guide others
Self motivated and can work independently
A growth mindset: you’re motivated to learn and improve
Experience in sales or financial services is an asset, but not required
Experience selling wealth products over the phone
Completion of a college or university degree
Certified Financial Planner (CFP) designation or Financial planner designation (IQPF)
Canadian Securities Course (CSC)
Canadian Investment Fund Course (IFIC)

Comprehensive flexible benefits program including: Medical, dental, life, critical illness and disability insurance
Robust defined contribution pension plan
Matching Stock Ownership and Savings Programs
Paid sabbatical leave, every 5-year milestone anniversary
Tuition assistance and Licensing fees covered
Competitive base salary with a quarterly bonus based on sales results
Career growth & development – clear pathways and ongoing learning
Flexibility & wellbeing – hybrid work and programs that support your whole self
Inclusive culture – where diverse perspectives are valued and voices are heard
Exclusive platinum leadership trip for top performers

Retirement Consultant – Virtual

Key skills