Financial Advisor: Unlimited Earnings & Purpose-Driven Wealth

Sun Life Financial; Victoria; On-site; CAD 50,000 - 90,000; Full time

Job summary

Sun Life Financial is seeking a licensed, client-focused advisor to build long-term relationships and guide clients through their financial journeys in Canada. The role emphasizes income potential tied to results, independence, and ongoing professional growth.

You will attract new clients, conduct meetings, assess goals, and tailor insurance and investment plans while leveraging Sun Life's support and training.

Qualifications

• College/university degree and some professional experience.
• Excellent communication skills and interpersonal abilities.
• Self-motivated, disciplined, and goal-driven.
• Willingness to learn and adapt in a dynamic environment.

Responsibilities

• Prepare and execute strategies to attract and connect with new Clients.
• Conduct meetings with prospective and existing Clients.
• Review clients' financial state and future goals.
• Build a financial roadmap to help achieve these goals.
• Recommend and implement insurance and investment products.
• Maintain ongoing meetings to update plans as life changes.
• Engage in training and professional development.
• Pursue accreditations and designations such as CFP.
• Grow community presence through networking and referrals.

Skills

Relationship building

Discipline

Goal oriented

Continuous learning

Excellent communication

Education

College/University degree

Job description

Sun Life Financial is seeking a licensed, client-focused advisor to build long-term relationships and guide clients through their financial journeys in Canada. The role emphasizes income potential tied to results, independence, and ongoing professional growth.

You will attract new clients, conduct meetings, assess goals, and tailor insurance and investment plans while leveraging Sun Life's support and training.