Independent Financial Advisor with Unlimited Earnings

Sun Life; Calgary; On-site; CAD 50,000 - 90,000; Full time

Job summary

Sun Life in Calgary seeks a finance advisor to build long-term client relationships and help people plan for life events. The role offers commission-based compensation and growth opportunities in a purpose-driven, client-centric environment.

You’ll work with a supportive team, receive local resources to launch and grow your business, and pursue professional designations to advance your career in financial services.

Qualifications

• College or university degree with some professional experience.
• Excellent communication and relationship-building skills.
• Disciplined, self-motivated, goal-oriented, and a continuous learner.

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.
• Obtain professional accreditations and designations throughout their career (such as CFP).
• Stay connected within the community through networking, marketing, and referrals.

Skills

Excellent communication

Relationship-building

Disciplined

Self-motivated

Goal-oriented

Continuous learner

Education

College/University degree

Job description

Sun Life in Calgary seeks a finance advisor to build long-term client relationships and help people plan for life events. The role offers commission-based compensation and growth opportunities in a purpose-driven, client-centric environment.

You’ll work with a supportive team, receive local resources to launch and grow your business, and pursue professional designations to advance your career in financial services.