Sun Life Financial Advisor

SunLife

Laval, , Canada
Base: not specified; bonus/equity: unlimited earni...
Building long-term client relationships
Providing financial advice and recommendations
Bilingual communication in french and english
Financial advisors build long-term relationships with clients and help them plan financially for various life stages while offering unlimited income potential and growth opportunities

Job Summary

  • Financial advisors build long-term relationships with clients and help them plan financially for various life stages while offering unlimited income potential and growth opportunities.
  • The role offers hands-on local support, leading-edge technology, and a culture that celebrates excellence and inclusivity to help advisors successfully launch and grow their business.
  • Advisors prepare financial roadmaps, recommend suitable insurance and investment products, and maintain ongoing client relationships to ensure plans stay current as clients' life situations change.

Matching Summary

Financial advisors build long-term relationships with clients and help them plan financially for various life stages while offering unlimited income potential and growth opportunities.

Salary

Base: Not specified; Bonus/Equity: Unlimited earning potential with achievement-based compensation and monthly bonuses; Benefits: Recognition programs including prizes, travel incentives, and stock ownership

Skills & Requirements

Must-have

  • Building long-term client relationships
  • Providing financial advice and recommendations
  • Bilingual communication in French and English
  • Conducting client meetings and financial reviews
  • Using technology for business operations
  • Networking and business development activities

Nice-to-have

  • Motivating others to action
  • Business development skills
  • Continuous learning and professional growth
  • Independence and flexibility in work
  • Recognition programs and incentives
  • Purpose-driven career focus

Key Requirements

  • College/University degree
  • Bilingual French and English oral and written
  • Legal entitlement to work in Canada
  • Professional experience
  • LLQP and/or Mutual Fund license (optional)

Work Rights

Must be legally entitled to work in Canada

Tailored Resume

Cover Letter