Independent Financial Advisor — Impact, Growth & Flexibility

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

Job summary

Sun Life in Canada is seeking financial advisors to build long-term client relationships, provide financial planning, and deliver personalized advice with unlimited income potential, independence and growth. You’ll work with people from diverse backgrounds and be supported by leaders dedicated to your growth.

If you love talking to people and offering informed guidance, this role offers flexibility, local support, and opportunities to obtain professional designations as you develop your skills

Qualifications

• 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.

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.
• Continue to meet with Clients to ensure their plan stays up to date as their life situation changes.
• Obtain professional accreditations and designations throughout their career (such as CFP).

Skills

Communication skills

Relationship building

Self-motivated

Goal-oriented

Education

College/University degree

Job description

Sun Life in Canada is seeking financial advisors to build long-term client relationships, provide financial planning, and deliver personalized advice with unlimited income potential, independence and growth. You’ll work with people from diverse backgrounds and be supported by leaders dedicated to your growth.

If you love talking to people and offering informed guidance, this role offers flexibility, local support, and opportunities to obtain professional designations as you develop your skills