This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Retirement Consultant based in Canada.
This role offers the opportunity to help individuals make confident decisions about their financial future through meaningful retirement conversations.
You will support an established client base by providing personalized guidance and solutions tailored to each person’s goals.
Working within a collaborative and client-focused environment, you will combine relationship building, financial expertise, and consultative sales skills.
The position provides flexibility through hybrid and remote work options depending on location.
You will have access to comprehensive training, ongoing development opportunities, and resources to grow your career.
This is an impactful opportunity for a motivated professional who enjoys helping clients achieve greater financial confidence and long-term security.
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Retirement Consultant based in Canada.
This role offers the opportunity to help individuals make confident decisions about their financial future through meaningful retirement conversations.
You will support an established client base by providing personalized guidance and solutions tailored to each person’s goals.
Working within a collaborative and client-focused environment, you will combine relationship building, financial expertise, and consultative sales skills.
The position provides flexibility through hybrid and remote work options depending on location.
You will have access to comprehensive training, ongoing development opportunities, and resources to grow your career.
This is an impactful opportunity for a motivated professional who enjoys helping clients achieve greater financial confidence and long-term security.
Accountabilities:
- Connect with existing retirement plan members through proactive outreach and relationship-building conversations.
- Guide clients through retirement planning discussions, helping them understand available options and make informed decisions.
- Provide personalized recommendations aligned with clients’ financial goals, life stages, and retirement needs.
- Translate complex financial concepts into clear, accessible advice that clients can easily understand.
- Build trust with clients by listening actively, identifying needs, and delivering solutions that support their financial objectives.
- Maintain strong knowledge of products, services, industry trends, and retirement planning practices.
- Contribute to team success by sharing insights, collaborating with colleagues, and continuously improving client experiences.
- Manage conversations and sales activities while maintaining a strong focus on compliance, quality, and client outcomes.
- 1–3 years of related sales experience, preferably within financial services, wealth management, or a client advisory environment.
- Valid and active Life Insurance License (LLQP).
- Strong interpersonal and communication skills with the ability to connect authentically with clients.
- Ability to listen carefully, understand client needs, and provide thoughtful recommendations.
- Self-motivated, results-driven, and comfortable working independently in a flexible environment.
- Strong curiosity and willingness to continuously learn about financial products, tools, and market trends.
- Confidence in asking questions, uncovering client needs, and supporting consultative sales conversations.
- Experience selling wealth products over the phone is an asset.
- College or university degree is preferred.
- Additional certifications such as Certified Financial Planner (CFP), financial planning designation, Canadian Securities Course (CSC), or Canadian Investment Fund Course (IFIC) are considered assets.
- Competitive base salary ranging from $60,000 to $97,000, plus performance-based incentive opportunities.
- Quarterly sales bonuses and recognition programs for strong performers.
- Flexible work options, including hybrid and remote arrangements depending on location.
- Comprehensive benefits package including medical, dental, life, critical illness, and disability insurance.
- Defined contribution pension plan and employee savings programs.
- Matching stock ownership opportunities.
- Paid sabbatical leave available after milestone anniversaries.
- Tuition assistance and coverage of eligible licensing fees.
- Career development opportunities, ongoing training, and learning resources.
- Inclusive and supportive workplace culture focused on collaboration and growth.
- Opportunities to participate in recognition programs and exclusive leadership experiences.
In this client-facing role, you will build trusted relationships with retirement plan members, provide personalized guidance, and help clients navigate important financial decisions. You will contribute to a high-performing sales environment focused on delivering value, education, and exceptional client experiences.
Requirements:
The ideal candidate is a motivated and client-oriented professional with strong communication skills and an interest in financial services. You should be comfortable working independently, building relationships, and guiding clients through important financial decisions.