Sun Life Financial Advisor

Sun Life; Ottawa; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services company in Ottawa is seeking a Financial Advisor to build long-term relationships and help clients with their financial planning. This role offers unlimited earning potential, independence, and personal growth opportunities. Candidates should have a College/University degree, a strong work ethic, and excellent communication skills. Responsibilities include developing financial strategies and ongoing client engagement to ensure plans remain effective. Join a team that celebrates excellence and inclusivity.

Benefits

Unlimited earning potential

Monthly bonuses while learning

Recognition program with rewards

Flexible and independent work environment

Hands-on local support

Qualifications

• Must have a history of achievement (professional, academic, athletics).
• Excellent communication skills.
• Disciplined and self-motivated.

Responsibilities

• Prepare and execute strategies to attract and connect with new Clients.
• Conduct meetings with prospective and existing Clients.
• Recommend and implement suitable insurance and investment products.

Skills

Business Development

Sales Experience

Financial Planning

Customer relationship management

Wealth Management

Education

College/University degree

Job description

You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day youll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals families and communities around the world.

Job Description

Req#JRFC17/105 Ottawa

Sun Life Financial Advisor

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

People from various professional and educational backgrounds have found success in the advisor career at Sun Life. Thats because being a successful advisor is not just about whats on your resume. Its about who you are as a person.

• Are you someone who loves talking to people and comfortable providing advice
• Are you disciplined and motivated
• Do you value your independence
• Do you love learning and developing new skills

If this sounds like you lets talk!

What's in it for you

• Unlimited earning potential with compensation that is tied to your achievements and provides an ongoing stream of income.
• Earn while you learn monthly bonuses to provide financial stability as you develop your skills in a new career.
• A purpose-driven career helping people in your community become more financially secure.
• The independence and flexibility to build your work around the important things in your life.
• Hands-on dedicated local support to help you develop the skills to successfully launch develop and grow your business.
• A recognition program that celebrates your achievements through prizes and travel incentives including Conventions Learning Retreats Awards of Excellence and stock ownership.
• Leading-edge technology so you can do business easily anytime anywhere.
• A culture that celebrates excellence and inclusivity.

What does a financial advisor do

Here are some of the more common activities performed by successful financial advisors:

• 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 (family career housing debts etc.)
• On-going training and professional development to remain current with industry changes.
• Obtain professional accreditations and designations throughout their career (such as Certified Financial Planner CFP).
• Stay connected within their community through ongoing networking activities marketing and referrals.

The person we are looking for

• 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.

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 to 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.

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Job Category

Sales - Direct

Posting End Date

Required Experience: Unclear Seniority

Key Skills: Business Development, Estate Law, Sales Experience, Trusts, Wealth Management, Financial Services, Investment Experience, Military Experience, Securities Law, Customer relationship management, Financial Planning, Wills

Employment Type: Full-Time

Experience: years

Vacancy: 1