Financial Advisor

Sun Life; Northeastern Ontario; Sur place; CAD 35 000 - 70 000; Plein temps

Résumé du poste

Sun Life is seeking an advisor to build lasting relationships with individuals, families, and business owners in Ontario, helping them achieve financial security and healthier lives.

You’ll be encouraged, empowered, and challenged to be your best self while learning and developing new skills in a purpose-driven career with potential for growth and income opportunities.

Qualifications

• Has a College/University degree and some professional experience.
• Excellent communication skills.
• Enjoys engaging, developing, and maintaining relationships with people.
• Is disciplined and self-motivated, and goal-oriented.
• Is a continuous learner with a deep interest in helping others.

Responsabilités

• Build long-term relationships with clients to understand their financial goals.
• Provide financial advice and implement recommendations.
• Help clients plan through life stages and adapt plans over time.
• Develop and grow a book of clients through referrals and ongoing service.

Connaissances

Communication skills

Relationship building

Self-motivation

Goal-oriented

Continuous learner

Formation

College/University degree

Description du poste

Become a Sun Life advisor to take control of your future in a purpose-driven career helping individuals, families, and business owners in your community achieve lifetime financial security and live healthier lives.

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self.

Job Description:
Financial advisors build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and implementing recommendations in a purpose-driven career with opportunities for unlimited income potential, independence, and growth.
People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your resume. It’s about who you are as a person.
Are you someone who loves talking to people and comfortable providing advice? Are you disciplined and motivated? Do you value your independence? Do you love learning and developing new skills?
If this sounds like you, let’s talk!

The person we are looking for:

• Has a history of achievement (professional, academic, athletics, etc.).
• Enjoys engaging, developing, and maintaining relationships with people.
• Is disciplined and self-motivated.
• Is goal-oriented with a strong work ethic.
• Is a continuous learner with a deep interest in helping others.
• Has excellent communication skills.
• Has a College/University degree and some professional experience.

Assets (optional):

• Demonstrated ability to motivate others to action.
• Business development skills.
• LLQP and/or Mutual Fund license or course/exam completion.

To be contracted as a Sun Life advisor, you must be legally entitled to work in Canada.