Sun Life Financial Advisor

SunLife

Kelowna, Canada
Base: not specified; bonus/equity: monthly bonuses...
Build long-term client relationships
Provide financial advice and recommendations
Conduct client meetings and financial reviews
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life

Job Summary

  • Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life.
  • Unlimited earning potential with compensation that is tied to your achievements and provides an ongoing stream of income.
  • Hands-on dedicated local support helps you develop the skills to successfully launch, develop, and grow your business.

Matching Summary

Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life.

Salary

Base: Not specified; Bonus/Equity: Monthly bonuses and unlimited earning potential; Benefits: Not specified

Skills & Requirements

Must-have

  • Build long-term client relationships
  • Provide financial advice and recommendations
  • Conduct client meetings and financial reviews
  • Develop financial roadmaps
  • Implement insurance and investment products
  • Self-motivated and disciplined
  • Excellent communication skills

Nice-to-have

  • Business development skills
  • Motivate others to action
  • Continuous learner
  • Independence and flexibility
  • Community networking and referrals
  • Purpose-driven career
  • Celebrates excellence and inclusivity

Key Requirements

  • College/University degree
  • Some professional experience
  • LLQP and/or Mutual Fund license or course/exam completion
  • Legally entitled to work in Canada

Work Rights

Must be legally entitled to work in Canada

Tailored Resume

Cover Letter