Independent Financial Advisor: Build Impact & Wealth

Sun Life; Halifax; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Unlimited earning potential

Monthly bonuses

Independence and flexibility

Local support

Job summary

Sun Life is seeking a Financial Advisor to build long-term client relationships and help plan financial futures in a purpose-driven career in Canada. You will attract clients, conduct meetings, and develop financial roadmaps with recommended insurance and investment products to meet life goals.

The position offers independence, ongoing growth, and local support to launch and grow your business within Sun Life's advisor network.

Qualifications

• Has a College/University degree and some professional experience.
• LLQP and/or Mutual Fund license or course/exam completion.

Responsibilities

• 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.

Skills

Communication skills

Relationship building

Goal oriented

Self-motivated

Continuous learner

Disciplined

Client focus

Education

College/University degree

LLQP or Mutual Fund license (or course)

Job description

Sun Life is seeking a Financial Advisor to build long-term client relationships and help plan financial futures in a purpose-driven career in Canada. You will attract clients, conduct meetings, and develop financial roadmaps with recommended insurance and investment products to meet life goals.

The position offers independence, ongoing growth, and local support to launch and grow your business within Sun Life's advisor network.