Sun Life Financial Advisor

SunLife

Waterloo, Canada
Base: not specified; bonus/equity: monthly bonuses...
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.
  • Sun Life provides hands-on local support, 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: Monthly bonuses and travel incentives; Benefits: Not specified

Skills & Requirements

Must-have

  • Build long-term client relationships
  • Provide financial advice and recommendations
  • Conduct client meetings and reviews
  • Develop financial roadmaps
  • Implement insurance and investment products
  • Ongoing professional development

Nice-to-have

  • Motivate others to action
  • Business development skills
  • Disciplined and self-motivated
  • Goal-oriented with strong work ethic
  • Excellent communication skills
  • Continuous learner
  • Culture of excellence and inclusivity

Key Requirements

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

Work Rights

Legally entitled to work in Canada

Tailored Resume

Cover Letter