Financial Advisor

Jobtailor; Regina; On-site; CAD 45,000 - 65,000; Full time

Job summary

Jobtailor in Canada seeks a dedicated Financial Services professional to build long-term client relationships, assess goals, and map personalized financial plans.

You will attract new clients, conduct meetings with prospective and existing clients, review financial states, and tailor insurance and investment strategies.

This role emphasizes continuous learning, strong communication, and a disciplined, goal-oriented work ethic within a supportive community.

Qualifications

• History of achievement in professional, academic, athletic, or other areas.
• Enjoys engaging, developing, and maintaining relationships with people.
• Disciplined and self-motivated.
• Goal-oriented with a strong work ethic.
• Continuous learner with a deep interest in helping others.
• Excellent communication skills.
• College/University degree.
• Some professional experience.
• Must be legally entitled to work in Canada.
• Sun Life will not sponsor authorization to work in Canada, work permits, or permanent residency.
• LLQP and/or Mutual Fund license or course/exam completion is optional.

Responsibilities

• Build long-term relationships with people and help them plan financially for various stages of life.
• Prepare and execute strategies to attract and connect with new Clients.
• Conduct meetings with prospective and existing Clients.
• Review Clients’ current financial state and gather information about future goals.
• Build financial roadmaps to help Clients achieve their goals.
• Recommend and implement suitable insurance and investment products.
• Meet with Clients on an ongoing basis to keep plans up to date as life situations change.
• Stay current with industry changes through training and professional development.
• Stay connected within the community through networking, marketing, and referrals.

Skills

Client Relationship

Financial Planning

Insurance Knowledge

Investment Knowledge

Communication Skills

Education

Bachelor's degree

Job description

• Build long-term relationships with people and help them plan financially for various stages of life


• Prepare and execute strategies to attract and connect with new Clients


• Conduct meetings with prospective and existing Clients


• Review Clients’ current financial state and gather information about future goals


• Build financial roadmaps to help Clients achieve their goals


• Recommend and implement suitable insurance and investment products


• Meet with Clients on an ongoing basis to keep plans up to date as life situations change


• Stay current with industry changes through training and professional development


• Stay connected within the community through networking, marketing, and referrals

Requirements

• History of achievement in professional, academic, athletic, or other areas


• Enjoys engaging, developing, and maintaining relationships with people


• Disciplined and self-motivated


• Goal-oriented with a strong work ethic


• Continuous learner with a deep interest in helping others


• Excellent communication skills


• College/University degree


• Some professional experience


• Must be legally entitled to work in Canada


• Sun Life will not sponsor authorization to work in Canada, work permits, or permanent residency


• LLQP and/or Mutual Fund license or course/exam completion is optional

Core Competencies

Demonstrates expertise in building long-term client relationships and developing tailored financial strategies. Proficient in recommending suitable insurance and investment products while maintaining up-to-date financial plans.

Highest-signal resume keywords

• Client Relationship Management


• Financial Planning


• Insurance Product Knowledge


• Investment Product Knowledge


• Excellent Communication Skills

ATS Optimization Keywords

Hard Skills

• Financial Roadmap Development


• Client Needs Assessment


• Goal Setting


• Market Analysis


• Investment Strategy Implementation

Soft Skills

• Relationship Building


• Self-Motivation


• Goal Orientation


• Continuous Learning


• Interpersonal Skills

Certifications & Qualifications

• LLQP License


• Mutual Fund License

Industry Keywords

• Financial Services


• Client Meetings


• Networking


• Professional Development


• Community Engagement