Independent Financial Advisor - Build Lasting Wealth

Sun Life Financial; Nunavut; On-site; CAD 60,000 - 120,000; Full time

Job summary

Sun Life Financial is seeking a driven Financial Advisor in Canada to build long-term client relationships and guide financial planning across life stages. You’ll attract new Clients, conduct meetings, and tailor insurance and investment solutions to individual goals.

The role emphasizes independence, ongoing learning, and the potential for significant earnings based on performance, with local support to help you launch and grow your business.

Qualifications

• College/University degree required.
• LLQP and/or Mutual Fund license or course/completion preferred.
• Strong communication and relationship-building skills.

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.
• Recommend and implement suitable insurance and investment products that align with this roadmap.
• Ongoing training and professional development to stay current with industry changes.

Skills

Excellent communication

Relationship building

Self-motivated

Goal-oriented

Education

College/University degree

Job description

Sun Life Financial is seeking a driven Financial Advisor in Canada to build long-term client relationships and guide financial planning across life stages. You’ll attract new Clients, conduct meetings, and tailor insurance and investment solutions to individual goals.

The role emphasizes independence, ongoing learning, and the potential for significant earnings based on performance, with local support to help you launch and grow your business.