Impactful Financial Advisor | Build Lifelong Security

Sun Life Québec; Brossard; On-site; CAD 50,000 - 90,000; Full time

Benefits offered by this job

Unlimited income potential

Earn while you learn bonuses

Purpose-driven career

Independence and flexibility

Local support for development

Recognition program with travel prizes

Leading-edge technology

Inclusive culture

Job summary

Sun Life Financial Advisor role seeks individuals who enjoy building long-term client relationships and helping families plan financially for life’s stages.

As a Sun Life advisor, you’ll develop a financial roadmap, recommend insured and investment products, and stay engaged with clients as life changes occur. This position emphasizes independence, ongoing learning, and potential for unlimited income across Canada.

Qualifications

• Bachelor's degree or higher and professional experience.
• Bilingual in French and English, both spoken and written.
• Willingness to obtain or maintain financial licenses and accreditations.

Responsibilities

• Prepare and execute strategies to attract and connect with new Clients.
• Conduct meetings with prospective and existing Clients.
• Review financial state and future goals to build a roadmap.
• Recommend and implement insurance and investment products.
• Maintain client plans and update as life changes.
• Pursue ongoing training and professional development.
• Obtain professional designations such as CFP.
• Engage with the community to grow referrals.

Skills

Communication skills

Bilingual (French & English)

Goal oriented

Disciplined

Self-motivated

Relationship building

Education

College/University degree

LLQP / Mutual Fund license (or course/exam completion)

Job description

Sun Life Financial Advisor role seeks individuals who enjoy building long-term client relationships and helping families plan financially for life’s stages.

As a Sun Life advisor, you’ll develop a financial roadmap, recommend insured and investment products, and stay engaged with clients as life changes occur. This position emphasizes independence, ongoing learning, and potential for unlimited income across Canada.