Independent Financial Advisor - Unlimited Income & Support

Sun Life Financial; San Juan de Terranova; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Monthly bonuses

Stock ownership

Local support

Job summary

Sun Life Financial in Canada seeks driven Financial Advisors to build long-term client relationships, provide financial guidance, and implement recommendations in a purpose-driven career with opportunities for unlimited income and growth.

You will work with dedicated local support, access leading-edge technology, and a culture that values caring, authenticity, boldness and impact as you launch and grow your advisory business.

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 life changes.

Skills

Communication skills

Relationship building

Disciplined

Self-motivated

Goal-oriented

Continuous learner

People skills

Education

College/University degree

LLQP / Mutual Fund license

Job description

Sun Life Financial in Canada seeks driven Financial Advisors to build long-term client relationships, provide financial guidance, and implement recommendations in a purpose-driven career with opportunities for unlimited income and growth.

You will work with dedicated local support, access leading-edge technology, and a culture that values caring, authenticity, boldness and impact as you launch and grow your advisory business.