SUN LIFE FINANCIAL ADVISOR

Sun Life; City of Moncton; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Moncton is seeking a Financial Advisor to build long-term client relationships and provide tailored financial advice. The ideal candidate has a strong work ethic, excellent communication skills, and a College/University degree. This role offers opportunities for unlimited income potential and professional growth within a supportive environment.

Qualifications

• History of achievement in professional or academic fields.
• Enjoy engaging and developing relationships with clients.
• Continuous learner with interest in helping others.

Responsibilities

• Prepare strategies to attract and connect with new clients.
• Conduct meetings with prospective and existing clients.
• Build financial roadmaps for clients' goals.

Skills

Communication skills

Relationship building

Self-motivated

Goal-oriented

Discipline

Education

College/University degree

Job description

Overview

You’re unique in background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You’ll work with dynamic colleagues who are eager to share their knowledge, and leaders who inspire you to reach your potential. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description: Req#JR00034411: FC024 Moncton

Position

SUN LIFE FINANCIAL ADVISOR

Financial advisors build long-term relationships and help clients plan financially for the various stages of life. They make an impact in their communities by providing advice and implementing recommendations in a purpose-driven career with opportunities for unlimited income potential, independence, and growth.

People from varied professional and educational backgrounds have found success in the advisor career at Sun Life. Success is not just about what’s on your resume; it’s about who you are as a person.

Responsibilities

• Prepare and execute strategies to attract and connect with new Clients.
• Conduct meetings with prospective and existing Clients.
• Review clients’ current financial state and gather information about future goals.
• Build a financial roadmap to help clients achieve these goals.
• Recommend and implement suitable insurance and investment products aligned with the financial roadmap.
• Continue to meet with Clients to keep plans up to date as life situations change (family, career, housing, debts, etc.).
• Engage in ongoing training and professional development to remain current with industry changes.
• Obtain professional accreditations and designations throughout the career (e.g., CFP).
• Stay connected within the community through networking, marketing, and referrals.

The person we are looking for

• Has a history of achievement (professional, academic, athletics, etc.).
• Enjoys engaging with and developing 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.

Assets (optional)

• Demonstrated ability to motivate others to action.
• Business development skills.
• LLQP and/or Mutual Fund license or course/exam completion.

Become a Sun Life advisor

Take control of your future in a purpose-driven career helping individuals, families, and business owners in your community achieve lifetime financial security and live healthier lives.

To be contracted as a Sun Life advisor, you must be legally entitled to work in Canada. Sun Life will not sponsor your application for authorization to work in Canada, including for a work permit or to apply for permanent residency.

Job Category

Sales - Direct

Posting End Date

Posting End Date information not provided here.