FINANCIAL ADVISOR

Financière Sun Life; Saskatoon; Remote; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services company in Canada is seeking financial advisors to help clients achieve financial security. This role offers unlimited earning potential, ongoing training, and the flexibility to build a career around personal commitments. Successful candidates will be self-motivated, disciplined, and have excellent communication skills, along with a College/University degree and bilingualism in French and English.

Benefits

Unlimited earning potential

Monthly bonuses while training

Hands-on local support

Travel incentives and recognition programs

Qualifications

• Bilingualism (French, English) is required for client interaction.
• History of achievement in various areas.
• Excellent communication skills.

Responsibilities

• Prepare strategies to attract and connect with new clients.
• Conduct meetings with prospective and existing clients.
• Build financial roadmaps for clients to achieve their goals.
• Recommend insurance and investment products.
• Continuously update client plans as situations change.

Skills

Relationship building

Goal-oriented

Self-motivation

Continuous learner

Bilingualism in French and English

Education

College/University degree

Job description

Overview

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. You\u2019ll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you\u2019ll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Financial advisors love to 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\u2019s because being a successful advisor is not just about what\u2019s on your resume. It\u2019s about who you are as a person.

What\u2019s in it for you?

• Unlimited earning potential with compensation that is tied to your achievements and provides an ongoing stream of income.
• “Earn while you learn” monthly bonuses to provide financial stability as you develop your skills in a new career.
• A purpose-driven career helping people in your community become more financially secure.
• The independence and flexibility to build your work around the important things in your life.
• Hands-on dedicated local support to help you develop the skills to successfully launch, develop, and grow your business.
• A recognition program that celebrates your achievements through prizes and travel incentives including Conventions, Learning Retreats, Awards of Excellence, and stock ownership.
• Leading-edge technology so you can do business easily anytime, anywhere.
• A culture that celebrates excellence and inclusivity.

What does a financial advisor do?

Here are some of the more common activities performed by successful financial advisors :

• Prepare and execute strategies to attract and connect with new Clients.
• Conduct meetings with prospective and existing Clients.
• Review their current financial state and gather information about their future goals.
• Build a financial roadmap to help them achieve these goals.
• Recommend and implement suitable insurance and investment products that align with this financial roadmap.
• Continue to meet with Clients to ensure their plan stays up to date as their life situation changes (family, career, housing, debts, etc.)
• On-going training and professional development to remain current with industry changes.
• Obtain professional accreditations and designations throughout their career (such as Certified Financial Planner – CFP).
• Stay connected within their community through ongoing networking activities, marketing, and referrals.

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.
• Bilingualism (French, English, both oral and written) is required to answer calls from English and French speaking Clients across Canada and worldwide.

Assets (optional) :

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

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.

Experiences : Sales, Leadership, Clients services