Sun Life Financial Advisor

SunLife

Richmond, United States
Base: not specified; bonus/equity: unlimited earni...
Build long-term client relationships
Provide financial advice and recommendations
Conduct client meetings and 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.
  • You will have unlimited earning potential with compensation tied to your achievements and ongoing income streams, along with monthly bonuses during skill development.
  • Sun Life offers hands-on local support, recognition programs, leading-edge technology, and a culture that celebrates excellence and inclusivity.

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: Unlimited earning potential with achievement-based compensation and monthly bonuses; Benefits: Recognition programs, prizes, travel incentives, stock ownership

Skills & Requirements

Must-have

  • Build long-term client relationships
  • Provide financial advice and recommendations
  • Conduct client meetings and reviews
  • Develop financial roadmaps
  • Use leading-edge technology
  • Work independently with flexibility

Nice-to-have

  • Motivate others to action
  • Business development skills
  • Continuous learner
  • Strong communication skills
  • Community networking and marketing
  • Celebrate excellence and inclusivity

Key Requirements

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

Work Rights

Legally entitled to work in Canada

Tailored Resume

Cover Letter