Independent Financial Advisor - Unlimited Growth & Impact

Sun Life Financial; Quebec; Remote; CAD 40,000 - 90,000; Full time

Job summary

Sun Life Financial invites you to become a trusted advisor helping individuals and families secure lifetime financial security and healthier lives. You’ll develop plan-based strategies, meet clients regularly, and guide them through insurance and investment options in a purpose-driven career across Canada and beyond.

With a focus on growth, you’ll leverage leading-edge tools and local support to launch and expand your advisory practice while aligning with Sun Life’s values of care, authenticity,

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.
• Has a College/University degree and some professional experience.

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).
• Stay connected within their community through ongoing networking activities, marketing, and referrals.

Skills

Relationship building

Communication skills

Bilingual (FR/EN)

Self-motivated

Goal-oriented

Continuous learner

Independence

Education

College/University degree

Job description

Sun Life Financial invites you to become a trusted advisor helping individuals and families secure lifetime financial security and healthier lives. You’ll develop plan-based strategies, meet clients regularly, and guide them through insurance and investment options in a purpose-driven career across Canada and beyond.

With a focus on growth, you’ll leverage leading-edge tools and local support to launch and expand your advisory practice while aligning with Sun Life’s values of care, authenticity,