Become a Financial Advisor with Sun Life in Prince Edward Island. Build lasting relationships and provide tailored financial advice to clients for unlimited income potential.
At Sun Life, we seek motivated individuals ready to excel in a purpose-driven financial advisory role. This career allows you to connect with clients, conduct thorough financial assessments, and create personalized roadmaps for their financial goals. Your efforts will not only foster independence but also provide meaningful support to the community's financial security.
Key Responsibilities:
- Prepare and execute strategies to attract new clients
- Conduct meetings with prospective and existing clients
- Build financial roadmaps based on clients' goals
- Recommend suitable insurance and investment products
- Stay connected with clients through ongoing meetings
Requirements:
- College/University degree and professional experience
- Strong communication and relationship-building skills
- Self-motivated with a disciplined work ethic
- Interest in continuous learning and development
- History of achievement in various fields
Make a significant impact by guiding clients to achieve financial security and healthier lives as a Financial Advisor at Sun Life.
Financial Advisor Role at Sun Life in Québec employer: Sun Life Financial
At Sun Life, we pride ourselves on being an exceptional employer that fosters a supportive and inclusive work culture. With a commitment to employee growth, our unique Sabbatical Program and Care Days ensure that you can balance your professional and personal life while making a meaningful impact in the lives of our Clients. Located in vibrant areas like Waterloo King and Toronto York, you'll collaborate with passionate colleagues and inspiring leaders who are dedicated to helping you reach your full potential.
